Basepoint Tax & AccountingMar 113 minPress ReleaseBasepoint Tax & Accounting Expands in Eastern IowaOn February 23rd, 2022, Allen Accounting, PLC became Basepoint Tax & Accounting, LLC as a result of a merger with Basepoint Wealth, LLC;...
Basepoint WealthAug 17, 20212 minPress ReleasesBasepoint Wealth Crosses $500 Million in Assets Under ManagementBasepoint Wealth is pleased to announce that the firm’s assets under management have surpassed $500 million.
Basepoint WealthJul 7, 20213 minPress ReleasesBasepoint Wealth Extending Reach with Des Moines Accounting AcquisitionBasepoint Wealth has acquired Des Moines-based Charter Accounting, PLC in a transaction completed June 30, 2021.
Basepoint Tax & AccountingJul 1, 20213 minPress ReleaseCharter Accounting is now Basepoint Tax & AccountingOn July 1, 2021, Charter Accounting, PLC became Basepoint Tax & Accounting, LLC as a result of a merger with Basepoint Wealth, LLC; a...
Basepoint WealthJan 18, 20212 minPress ReleasesBasepoint Wealth Expands, Welcomes Veteran Advisor TeamBasepoint welcomes Kirk Sadilek, CFP and Kathy Walvoord! Most recently spending 22 years as an advisor at Principal.