The Citadel Directors’ Institute
April 1, 2024
The Tommy and Victoria Baker School of Business will host The Citadel Directors’ Institute – a one-day program designed for public and private company corporate directors and their executives –…
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Pope Flynn receives two Tier 1 Public Finance rankings for Charlotte and Columbia
March 19, 2024
Also One Tier 2 Public Finance National Ranking by U.S. News – Best Lawyers® “Best Law Firms” for 2024 Pope Flynn, a Columbia-headquartered law firm concentrating in public finance and…
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Fifth Third Bank to sponsor three WTA professional tennis tournaments in Charleston, South Carolina
March 11, 2024
The first of two Fifth Third WTA 125’s will take place March 10 – 16 followed by the Credit One Charleston Open March 30 – April 7 Fifth Third Bank announced…
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Wallick Investments now offers holistic financial planning
March 6, 2024
South Carolina-based RIA firm Wallick Investments, LLC announced the addition of a new financial planning service line to complement its long-standing investment advisory and portfolio management services. This new service…
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Focusing on Cash Flows in a Climate of Higher Interest Rates
February 28, 2024
By Kristen S. Jerome, CPA Partner, Bauknight Pietras & Stormer Back to the Basics of Cash Flow Management In the decade following the 2008 financial crisis, the Fed kept…
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Private lending industry veteran Stephan Leccese joins Lima One Capital’s senior management team
February 21, 2024
Lima One Capital, the nation’s premier lender for real estate investors, has added Stephan Leccese as Managing Director of Operations. In this newly created role, Leccese oversees core operational functions…
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South Carolina Federal opens new financial center in Five Forks
February 21, 2024
South Carolina Federal Credit Union has opened its fourth financial center in the Greenville area at 2536 Woodruff Road in Simpsonville. The credit union’s Five Forks location features two teller…
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VentureSouth celebrates 10 years & announces 2023 results
February 16, 2024
VentureSouth, the Southeast’s largest early-stage investment organization, is thrilled to announce its 10th anniversary, marking a decade of an unwavering commitment to “make money, have fun, and do good.” VentureSouth began…
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Credit One Charleston Open unveils new attendee experience and programming for 2024 tennis tournament
February 12, 2024
Tournament upgrades include expanded food and beverage offerings, special events, interactive fan entertainment and paddle sports activities The Credit One Charleston Open, the largest women’s-only tennis tournament in North America, continues…
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Abacus Planning Group welcomes Lucy James to its Client Service Team
January 29, 2024
Abacus Planning Group welcomes Lucy James to its team as a Client Service Administrator. As a Client Service Administrator, Mrs. James supports the firm’s clients in performing back-office operations. She…
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Lawrence Flynn, public finance attorney at Pope Flynn, named Best Lawyers® 2024 Public Finance Law and Utilities Law “Lawyer of the Year” in Columbia
January 26, 2024
Lawrence Flynn, a public finance and governmental law attorney and member of the management team with Pope Flynn, has received “Lawyer of the Year” in Public Finance Law for Columbia…
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Abacus Planning Group welcomes Allison Jones to its Client Service Team
January 19, 2024
Abacus Planning Group welcomes Allison Jones to its team as a Client Service Administrator. Allison previously worked in the banking and property management industries and is now responsible for back-office…
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Southern First reports results for 2023
January 19, 2024
Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three and twelve months ended December 31, 2023. “We are pleased with our…
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First Reliance partners with Apiture for digital banking platform
January 18, 2024
First Reliance Bank announced that through its partnership with Apiture, Apiture has received an award, marking its third consecutive win for digital banking innovation. The awards program celebrates outstanding achievements…
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South Carolina Federal now accepting applications for $45,000 in scholarships
January 11, 2024
South Carolina Federal Credit Union is now accepting applications for its 14th annual scholarship program. The credit union will award $45,000 to nine students attending a traditional or technical college…
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First Reliance Bank founder’s father leaves a legacy
January 11, 2024
Freddie Saunders, 86, of Florence, South Carolina, died peacefully on January 9, 2024, at the McLeod Health Hospice Care. Freddie was born in Sumter, South Carolina, on May 24, 1937,…
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Steve Howard joins First Reliance Bank
December 7, 2023
Steve Howard has joined First Reliance Bank as Market President for the Lake Norman/Charlotte Market where he will be responsible for the strategic market expansion of the bank’s footprint. As…
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Mandatory minimum requirement for employers to upload W-2s online has changed
December 5, 2023
Employers who file at least 10 W-2 or 1099 forms with South Carolina withholding are now required to submit those documents to the South Carolina Department of Revenue (SCDOR) using…
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Time to Boost Savings and Lower Taxes
December 5, 2023
By State Treasurer Curtis Loftis There’s no escaping the hustle and bustle of December. Even if you love gift shopping, Christmas music, and holiday parties, the end of the…
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Preparing for tax season? You can now access past copies of Individual Income Tax returns on MyDORWAY!
November 28, 2023
What you need to know: Taxpayers can now access transcripts of past SC Individual Income Tax returns if they have an account in MyDORWAY, the SCDOR’s free online tax portal.…
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Mark Schepp joins First Reliance
November 9, 2023
Mark Schepp joined First Reliance Bank as Vice President Residential Lending Specialist where he will work out of the Johnnie Dodds Blvd., Corporate Center location in Mount Pleasant, SC. He…
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Carolina Youth Development Center named Bank of America’s 2023 Neighborhood Champion®
November 9, 2023
Nonprofit Will Receive $50,000 in Grant Support and Virtual Leadership Training to Advance Economic Mobility in the Lowcountry Bank of America announced Carolina Youth Development Center (CYDC) as the 2023…
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Applying for a Property Tax exemption? We have tips to help!
November 7, 2023
What you need to know: South Carolina offers Property Tax exemptions to those who meet certain requirements, including many military veterans, disabled former firefighters, and disabled former law enforcement officers.…
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State Treasurer Curtis Loftis urges South Carolinians impacted by ACI Worldwide unauthorized consumer transfers to act before Nov. 13 deadline
November 2, 2023
More than 7,500 eligible to receive restitution for unauthorized financial exposure. State Treasurer Curtis Loftis is urging South Carolina consumers impacted by a 2021 testing error that involved ACI Payments,…
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Selecting a Credit Card
October 27, 2023
By Carman M. Young, CFP® Credit card companies can be aggressive in marketing their cards and their perks. Who doesn’t want a free trip to Europe? With so many options…
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Southern First opens Dream Mortgage Center
October 26, 2023
Southern First Bancshares, Inc., holding company for Southern First Bank, announces the opening of its new Dream Mortgage Center in Columbia, South Carolina. Southern First’s mission is to impact lives…
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George Smythe joins First Reliance Bank as Senior Vice President Residential Lending Specialist
October 19, 2023
George Smythe has joined First Reliance Bank as Senior Vice President Residential Lending Specialist. In his role, George is responsible for establishing and maintaining mortgage banking relationships with referral partners…
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Abacus Planning Group’s founder, Cheryl R. Holland, CFP ®, inducted into Barron’s Advisor Hall of Fame
October 19, 2023
For the last 10 years, Cheryl Holland has been ranked as a Top 100 Advisor by Barron’s. This impressive feat has earned Ms. Holland a spot in the Barron’s Advisor…
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South Carolina Federal wins three “Best Place to Work” awards
October 18, 2023
South Carolina Federal Credit Union recently won three awards from local and industry news media for being a Best Place to Work. The credit union’s achievements include: • SC Biz…
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SCDOR named 2023 PEBA Partners Award overall award winner
October 17, 2023
The South Carolina Department of Revenue (SCDOR) has been named the 2023 overall winner of the PEBA Partners Award, an honor bestowed by the South Carolina Public Employee Benefit Authority…
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SC Launch Inc. invests in SiteLabs
October 10, 2023
Daniel Gambrell, investment associate, SCRA, Darren Schaupp, co-founder and CEO, SiteLabs South Carolina Research Authority’s investment affiliate, SC Launch Inc., has invested in SiteLabs. The $250,000 investment will help the Seneca-based startup scale…
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United Community employees recognize World Animal Day through acts of service across its footprint
October 5, 2023
United Community’s employees are coming together for the third consecutive year to support the welfare of the voiceless for World Animal Day. Throughout the first half of October, teams across…
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South Carolina Community Loan Fund awarded $50M in New Market Tax Credits, one of three awardees in the state
October 3, 2023
The South Carolina Community Loan Fund (SCCLF) announced its award of $50 million in New Market Tax Credit (NMTC) allocations from the U.S. Department of Treasury CDFI Fund. SCCLF was…
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Jesse Smith named as new Executive Director of JEDA
September 27, 2023
Jesse A. Smith has been elected the new Executive Director of the South Carolina Jobs-Economic Development Authority (JEDA), with his appointment effective October 1. Smith is succeeding Harry A. Huntley,…
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Four Governance Questions for Endowment Management
September 27, 2023
By Anne Marie Ashworth To create an environment for good governance, endowments should assess whether they have the appropriate models for optimal long-term portfolio management, oversight and management, fiduciary responsibility,…
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Abacus Planning Group Advisor earns IRS Enrolled Agent designation
September 21, 2023
Abacus Planning Group proudly announces that Stephen Maggard, CFP® has met all requirements to become an Enrolled Agent. An Enrolled Agent has earned the privilege of representing taxpayers before the…
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CCSD announces that it has received a high bond rating for last five years
August 31, 2023
Charleston County School District (CCSD) announced at the Board Meeting on Monday, August 28, 2023, that it has maintained a high bond rating for the last five years. The rating…
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Financial Wellness for your Employees
August 24, 2023
Charles B. Flowers, CFA Employers want highly engaged employees who are focused on their work during business hours. Hopefully, the employees also want to be “all in” while they are…
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Forbes names South Carolina Federal the Best Credit Union in South Carolina
August 23, 2023South Carolina Federal Credit Union was named one of America’s Best In-State Credit Unions in 2023 by Forbes, ranking #1 in South Carolina. This prestigious award is presented by Forbes…
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How to file the final tax return for a deceased taxpayer
August 15, 2023
What you need to know: When someone dies, their surviving spouse, an executor, or an administrator normally files the deceased taxpayer’s final Income Tax return. On the South Carolina Individual…
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Gary T. Pope Jr. and C.D. Rhodes selected by South Carolina Super Lawyers for 2023 “Rising Stars” list in Government Law
August 14, 2023
Gary T. Pope Jr. and C.D. Rhodes, attorneys concentrating in public finance and government law with Pope Flynn, have been named to the “Rising Stars” list in Government Law for…
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SCDOR’s new Teacher’s Guide to SC Individual Income Tax aims to help students learn about state taxes
August 10, 2023
What you need to know: The SCDOR’s new Teacher’s Guide to SC Individual Income Tax will help middle and high school students learn the basics of South Carolina Individual Income…
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Charleston County student leaders excel in Bank of America internship program
August 9, 2023
Paid Summer Internships Connects Lowcountry Teens to Career Building Opportunities Two Charleston County High School seniors are participating in Bank of America’s Student Leaders® (#BofAStudentLeaders), paid summer internship. Kendra Hollington…
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Karlyn Jones of Abacus Planning Group passes Certified Financial Planner (TM) Examination
August 4, 2023
Abacus Planning Group, Inc. proudly announces that Karlyn M. Jones has passed the CFP® examination. The CFP® Certification Examination assesses the candidate’s ability to integrate and apply a broad base…
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Mission 46 aspires to transform South Carolina through scholarships
July 31, 2023Groundbreaking program intends to expand college access in all 46 South Carolina counties An ambitious initiative aims to eliminate the financial barrier to college for bright, under-resourced South Carolina students,…
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Breakout Capital secures $45 million credit facility led by Synovus Bank
July 27, 2023
CHARLESTON, SC – Breakout Capital, a leading fintech company simplifying access to capital for small businesses, announced the completion of a $45 million credit facility in which Synovus Bank will provide…
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Five ways to spend unused 529 plan funds
July 26, 2023
Opening a 529 plan is a fantastic way to save for education for a child. Imagine that you have been saving for your child’s college education since she was a…
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Southern First reports results for second quarter 2023
July 26, 2023
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended June 30, 2023. “I am proud of our…
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Retailers must notify the SCDOR by August 14, 2023 if you sell tobacco products
July 18, 2023
What you need to know: All retailers are required to notify the SCDOR if they sell tobacco products by August 14, 2023. More information can be found in the ST-608,…
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Back to School Tip: Prepare Now for 529 Withdrawals
July 11, 2023
By State Treasurer Curtis Loftis As a firm believer in the many benefits of saving with a Future Scholar 529 plan, I commend families who consistently contribute to their accounts…
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