General Resource Center Folder
Determining your business focus is key to building a successful business and business plan. Every advisor has their own strengths and areas of expertise,...
Wed, 7 Jan, 2015 at 12:26 PM
Both the BSA Tool and the GMG Savings App are tools designed for Advisors to use with clients. Both are available via your computer or mobile device and all...
Wed, 26 Nov, 2014 at 2:57 PM
IntelaTek specializes in the Benefits Reform program - Section 105 Tax Overlay. In order to get setup with IntelaTek advisors must complete ...
Wed, 26 Nov, 2014 at 2:58 PM
If you have taken any length of hiatus from your Blue Coast business then there is a very good chance that you are out of the loop with updates and changes ...
Mon, 16 Feb, 2015 at 2:27 PM
Due to nondisclosure agreements we do not give out other Advisor names and contact information. However, we do have folks that have been around for quite a ...
Wed, 18 Nov, 2015 at 11:16 AM
If you have not already done so, please sign up for this service here this is all your financing needs in one place for your Clients.
As a F...
Wed, 26 Nov, 2014 at 3:02 PM
Recently we were very excited to release the new Blue Coast Resource Center! The entire site was redone and revamped to provide our Advisors with ...
Fri, 2 Jan, 2015 at 3:13 PM
Commercial Property (Cost Segregation) Overview Our Cost Segregation service is one of three flagship services making up our Specialized Incentive...
Thu, 21 May, 2020 at 10:02 AM
Manufacturing Incentives Overview (R&D Tax Credit Study) Our Manufacturing Incentives service is one of three flagship services making up our Spe...
Thu, 21 May, 2020 at 10:01 AM
Property Tax Review Overview Our Property Tax Mitigation service is one of three flagship services making up our Specialized Incentives. Outside ...
Thu, 21 May, 2020 at 10:14 AM