Linda Ialacci

Current Employers

Employment History

• 09/2014 → Present
  Linda Ialacci, Cpa, Llc
  Hamilton, NJ
• 11/2020 → Present
  H&S Tax And Wealth Advisors, Llc
  Red Bank, NJ

Other Businesses

(1) Ryan's Quest, Inc., P.O. Box 2544, Hamilton, NJ, 08690; 501(c)(3) not for profit organization to increase awareness/research funding for Duchenne muscular dystrophy. Non-investment related. Treasurer since roughly 2009; duties include maintaining the financial records of the organization, recording deposits and expenditures, writing checks (with executive director approval), reconciling bank statements, managing cash at major fundraising events, and providing consultation related to cash management. I attend board meetings and present financial information to board members. I am not compensated for this role. I spend roughly 100 hours per year working in this organization, with large seasonal fluctuations. More time is spent between November and June; less time is spent between July and October. (2) Subcontractor for an accounting firm that is related (by common ownership) to an RIA. I provide tax preparation, planning services, and consulting to the firms' clients. I do not perform any investment services and am not an employee. The companies are Alliance Accounting Group, LLC and Alliance Wealth Management Group, LLC, located at 23 Royal Road, Flemington, NJ, 08822. Started September 2014; hours/time spent varies, approx 40 hours per month in 2019.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-06