TaxStatus Appoints Industry Leaders to Board of Directors

TaxStatus, a leader in tax data intelligence solutions, has announced the appointment of Eric Clarke and Ric Edelman to its Board of Directors. The move comes as TaxStatus launches new lead generation solutions for advisors, marking a pivotal moment for the company. Clarke and Edelman bring decades of experience in financial technology and democratizing financial planning, respectively. Their appointments are accompanied by the addition of Randy Bullard to the Advisory Board, rounding out a strong lineup of industry leaders.

Key Takeaways:

• TaxStatus has appointed Eric Clarke, founder and former CEO of Orion Advisor Solutions, and Ric Edelman, founder of Edelman Financial Engines, to its Board of Directors.
• Clarke and Edelman bring a combined 60 years of experience in financial technology and financial planning to the company.
• TaxStatus is launching new lead generation solutions for advisors, which will enable firms to deploy a custom, turnkey solution leveraging existing marketing efforts.
• The TaxStatus LeadGentm solution relies on TaxStatus's core technology and provides firms with consent-based solutions for delivering fully authenticated data.
• Randy Bullard, former Global Head of Wealth at State Street, has joined the TaxStatus Advisory Board, bringing deep fintech and enterprise experience.
• The new lead generation solutions are designed to improve outcomes for clients and create new value for advisors and their firms.

Statistics:

• 60 years: combined experience of Eric Clarke and Ric Edelman in financial technology and financial planning.
• 3: number of new appointments made by TaxStatus, including Clarke, Edelman, and Randy Bullard.
• August: month in which TaxStatus launched its enterprise lead generation solution.
• 1: number of solutions provided by TaxStatus, including the TaxStatus LeadGentm solution.

Sources:

• [Source: TaxStatus Press Release, [No date mentioned]