The Internal Revenue Service is warning taxpayers of a quickly growing scam involving erroneous tax refunds being deposited into taxpayers’ bank accounts. The number of potential taxpayer victims jumped from a few hundred to several thousand this month after the IRS Criminal Investigation division discovered more tax professionals’ computer files have been breached. After stealing …
The New Tax Law: What You Need To Know
When the new Federal tax reform Bill was signed into law in late 2017, the entire landscape of American taxation changed. Knowing the nature and extent of these changes will allow you to work more effectively with your tax and wealth advisors. PERSONAL INCOME TAXATIONPerhaps most broad reaching is the change to the individual tax …
FineMark Bank DC Ranch Announces Dining Option On-site
Bank to Host Daily Lunches, Community Events as Part of their Unique Client Services Model Original Article: North Scottsdale Lifestyle Article Staci Hauk | Photography Tonia Johnston October 25, 2017 Fine dining and banking are two words we don’t often hear simultaneously. With modern-day banking vastly done online and via phone, regular interactions between client …
Client Point Electronic Statements
Beginning Saturday, November 11, all Client Point users will be prompted to sign up for electronic statements upon login. If you already have electronic statements, please click accept when you see the prompt. If you do not wish to receive electronic statements you should click decline. Clicking cancel defers the authorization until your next sign …
ATM Skimming and Safety Tips
WHAT IS ATM SKIMMING? ATM skimmers are devices installed by criminals on an ATM that record or transmit your card information. To protect yourself from this crime, there are some things you should look for: Skimming Device – A plastic or plaster device on the card reader that captures data from the magnetic strip. Keypad …
When Your Email Is Compromised
There are many signs that may lead you to believe your email has been hacked. A friend may reach out and question a suspicious email from you; you may no longer be able to log in to your account; or you may find that your inbox is suddenly empty and all of your contacts have …
FineMark’s Affordable Housing Loan Program
At FineMark National Bank & Trust we are committed to helping individuals and families realize home ownership through a number of affordable housing programs. These special programs offer unique financial opportunities for first-time home buyers, veterans and community partners (law enforcement officers, educators, health care workers and firefighters). If you or someone you know would …
Tips for Creating a Strong Password
Having a strong password is key to online account security. Given the damage that can result from unauthorized access your account information, it helps to pay attention to these simple rules. Don’t share your username or password with anyone, for any reason. Also don’t make it easy for others to see you entering your password …
The My Money Program
The My Money Program, created by the Florida Department of Financial Services is a comprehensive and inclusive financial literacy program and resource clearinghouse for individuals with developmental disabilities, their family members and caregivers. The state of Florida launched its financial literacy program for persons with developmental disabilities, known as the My Money Program on Monday, …
Affordable Housing Program
At FineMark National Bank & Trust we are committed to helping individuals and families realize home ownership through a number of affordable housing programs. The programs offer unique financial opportunities for first-time home buyers, veterans and community partners (law enforcement officers, educators, health care workers and firefighters). Through these special programs, FineMark can assist homebuyers …
Naples Celebrates its Newly Renovated Office
On Thursday, November 12th, FineMark’s Naples Office invited clients and friends of the bank to a cocktail reception celebrating the newly renovated Naples Office. Executive Chef, Lauren Peterson, prepared an array of hors d’oeuvres from the location’s full commercial kitchen.
FineMark Reaches 1 Billion in Total Assets
FORT MYERS, FL (OCTOBER 7, 2015) –Joseph R. Catti, President and CEO of FineMark National Bank & Trust, announced the bank has exceeded $1 billion in total assets as of September 30, 2015. FineMark attributes the significant growth to a steadfast focus on the bank’s core principles of building deep relationships and doing what is …
