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Press Release: Basepoint Tax & Accounting Names Ron Detweiler President, Acquires Ledger Plus
Expanding its Eastern Iowa footprint and management team, Basepoint Tax & Accounting is focused on enhanced planning services and client...
Basepoint Tax & Accounting
Feb 1, 20233 min read
296 views
Basepoint Tax & Accounting Expands in Eastern Iowa
On February 23rd, 2022, Allen Accounting, PLC became Basepoint Tax & Accounting, LLC as a result of a merger with Basepoint Wealth, LLC;...
Basepoint Tax & Accounting
Mar 11, 20223 min read
263 views
Basepoint Wealth Crosses $500 Million in Assets Under Management
Basepoint Wealth is pleased to announce that the firm’s assets under management have surpassed $500 million.
Basepoint Wealth
Aug 17, 20212 min read
5 views
Basepoint Wealth Extending Reach with Des Moines Accounting Acquisition
Basepoint Wealth has acquired Des Moines-based Charter Accounting, PLC in a transaction completed June 30, 2021.
Basepoint Wealth
Jul 7, 20213 min read
7 views
Charter Accounting is now Basepoint Tax & Accounting
On July 1, 2021, Charter Accounting, PLC became Basepoint Tax & Accounting, LLC as a result of a merger with Basepoint Wealth, LLC; a...
Basepoint Tax & Accounting
Jul 1, 20213 min read
211 views
Basepoint Wealth Expands, Welcomes Veteran Advisor Team
Basepoint welcomes Kirk Sadilek, CFP and Kathy Walvoord! Most recently spending 22 years as an advisor at Principal.
Basepoint Wealth
Jan 18, 20212 min read
8 views
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