Kim Purnell
A Wix Legend Marketplace Agency
CLIENT RESOURCES
Worker Opportunity Tax Credit?
The Worker Opportunity Tax Credit (WOTC) is a federal tax credit that employers can claim for hiring and employing individuals from certain targeted groups who have faced significant barriers to employment¹². These groups include veterans, ex-felons, long-term unemployed, and others¹².
The WOTC is available for wages paid to eligible individuals who begin work on or before December 31, 2025¹³. To claim the WOTC, employers must pre-screen and obtain certification from the appropriate state agency that the employee is a member of a targeted group¹².
Source: Conversation with Bing, 5/19/2023 (1) Work Opportunity Tax Credit | Internal Revenue Service. https://www.irs.gov/businesses/small-businesses-self-employed/work-opportunity-tax-credit. (2) Work Opportunity Tax Credit | U.S. Department of Labor. https://www.dol.gov/agencies/eta/wotc. (3) Small businesses can benefit from the work opportunity tax credit. https://www.irs.gov/newsroom/small-businesses-can-benefit-from-the-work-opportunity-tax-credit.
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Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. By providing your contact information for quote requests for material downloads, you grant permission for licensed insurance agent, identified here, to call you regarding your Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.
Plans We Represent [Listed Here]
A Licensed Agent/Advisor May Contact You. Consult your legal, tax accountant, financial and insurance professional for more advice. Any voluntarily submitted or collected information is used solely for the purpose of insurance underwriting and price quotes and not sold or used for any other marketing or solicitation purpose. Not affiliated with CMS, Medicare or any other federal and state agency. Content on this site is not intended to provide legal, accounting or tax advice.
Adaptive Marketing Group, LLC
898 Glendale Ave Palm Bay, FL 32907
Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.
FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.
You can learn more about FINRA's rules and guidance on disclosure from their website ?.
Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.