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Engagement Letter Request - Renee Jensen (Snoqualmie Valley Healthcare)

Dan - sorry, please see attached exhibit for Renee as reference, not sure if I sent this previously for you. Thanks! Eric Eric Bach Regional Manager (978) 732-3802 ebach@acumenfa.com acumenfa.com

Engagment Letter Request

Hi Dan, please see the signed EL for Dover. I have also attached the Starting Point Illustrations for all (3) participants. **Please note, the CEO would like to have language in his agreement that

Fw: Deferred compensation vs. split dollar - SUBJECT TO ATTORNEY CLIENT PRIVILEGE

Perfect, thanks! Ryan Millman Principal/Co-Founder __________________________________________ P (401) 595-6020 E rmillman@acumenfa.com W acumenfa.com This E-Mail message and its attachments (if any)

Michigan DIFS

Thanks Dan! Ryan Millman Principal/Co-Founder __________________________________________ P (401) 595-6020 E rmillman@acumenfa.com W acumenfa.com This E-Mail message and its attachments (if any) are

Marshland CU Legal

Thanks Dan! The engagement letter should go to Mary Jenrette her email is mjenrette@marshlandcu.com I would also cc her second in command Millie Ray mray@marshlandcu.com From: Dan Sherman <dan@

Fw: ACERO Schools/AFA - Collaboration

Thanks Dan — would this suffice: #2 says the new employer funding sits as a loan-style balance, earns 3.79% interest, and does not have to be repaid until at least 3/1/2033—and possibly later if

Your CrossOver license expires tomorrow!

Unlock you special renewal pricing before time runs out!‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

SERP Legal Engagement Letter and Invoice

Thanks Mike! Mark and Chris, you've already signed the engagement letter, but I included it as a reminder for your convenience along with my W9. Please let me know if you have any questions. -- Dan

Invoice #8556 from The New Firm, Ltd

No problem! From: Dan Sherman <dan@thenewfirm.ltd> Sent: Wednesday, March 11, 2026 10:52 AM To: Mike Miele <mmiele@AcumenFA.com> Subject: Fwd: Invoice #8556 from The New Firm, Ltd Hey Mike,

Bristol Hospital Escrow agreements & Funding - Update

Good afternoon, I apologize for the repetitive outreaches on the matter, but I wanted to follow-up again on the funding of the escrow accounts for Kurt Barwis & Craig Bogdanski. The next premium

Re: Quarterly Review Account Call and Annual Review SERP with Ryan Millman and Alexander Yaffe

Good afternoon, Steve, I concur with Ryan that Chris chose 457(f). He entered the plan with the original cohort effective July 1, 2024. The 10-year horizon began at age 55 and continued through age 64

Minnesota Lawyers Mutual- Policy#52866

Good morning, Dan This is just a friendly reminder your professional liability policy is due to expire on April 10, 2026. Below is a copy of an email that was previously sent for your renewal. Please

Re: [EXTERNAL] - Re: ACHC CASD Plan Vesting & Proposed Performance Tranches

Good Morning Alexander, Hope you had a great weekend! How did the meeting with the CMTE go on Friday? More specifically did they agree to everything in the attached? If not, what points did they

Re: Tax Gross Up

Great! @Debbie Saucedo will send an invite shortly. Ryan Millman Principal/Co-Founder __________________________________________ P (401) 595-6020 E rmillman@acumenfa.com W acumenfa.com This E-Mail

Tradition Capital Bank ACH Follow-Up

Hello, Thank you for taking the time to go over ACH today! Attached is the ACH Quick Reference Guide. The guide provides a brief overview of the important information you should be aware of as an

Your Microsoft invoice G146494195 is ready

Sign in to review your latest invoice. Review your Microsoft invoice Your statement is ready for review. Sign in to view it. If you've already paid, disregard this email. If paying by credit card,

ACH Training with Tradition Capital Bank

________________________________________________________________________________ Microsoft Teams meeting Join: https://teams.microsoft.com/meet/25978587873883?p=ZYwnJ4FwnsO8lVb6FN Meeting ID: 259 785

New Service at Tradition Capital Bank

Wonderful, I will send on the invite now. Thank you! Erin TREASURY MANAGEMENT Direct: 952‑806‑6694 Main: 952‑806‑6600 7601 France Ave S Suite 140, Edina, MN 55435 ​​​​ tradition.bank Part of the

Complete with Docusign: Premium Payment Administration Agreement 2026-03-06.pdf

Client-Success-Team sent you a document to review and sign. Review Document Client-Success-Team client-success-team@acumenfa.com Dan Sherman, Complete with Docusign: Premium Payment Administration

Tidal Health Payment plan to Escrow Account

Thanks Karen! I'm setting up my own reminders, but I appreciate the 7-day heads up from you too. I'll watch for the Docusign. -- Dan Sherman 612 - 799 - 4310 The New Firm, Ltd. On Mar 12, 2026

Re: Audit Summary (Accounting) - Final

Thanks for bringing this to my attention. Can you email me your current entries so I can see where the disconnect is? Also looping in @Dan Sherman and @Regional Managers. Ryan Millman Principal/Co-

Technical Review: Evaluating 3D-Fuel Pro PCTG for Engineering Applications

The engineering team at 3D Printing Industry took an extensive, in-depth look at Pro PCTG ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

FW: Follow up Plan Document for Ryan's Split Dollar Plan

Thanks Angela and Mike! I'll prepare the engagement letter and send it to Ken (copying the group here). -- Dan Sherman 612 - 799 - 4310 The New Firm, Ltd. On Mar 11, 2026 at 7:03:06 AM, "

Split Dollar Agreement - New Case

Thank you very much, Dan! I look forward to connecting this afternoon. Thank you, Angela From: Dan Sherman <dan@thenewfirm.ltd> Sent: Tuesday, March 10, 2026 12:48 PM To: Pappalardo, Angela <

Streamlined Workflow & Excel Tracking Spreadsheet

Good morning, Demi, Tara, and Team, Attached please find two documents. The first is a streamlined workflow for the plan implementation and monitoring process, and the second is a tracking spreadsheet