PYMNTS
AUGUST 5, 2020
The firm has upgraded to a Premium Business Debit Mastercard after bringing expense management technology, connected bank accounts and tax accounting to its offering in recent times.
PYMNTS
APRIL 16, 2020
The program will allow for quicker payments and easier invoicing, and will enable tax payments with a simple program using only a few clicks. The press release states that the program will eliminate the need to hire a tax accountant, while enabling users to avoid time-consuming spreadsheets and missed deadlines.
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CTP
NOVEMBER 9, 2023
As far as sequencing goes, the most common advice is to tap into the pre-tax accounts first to avoid required minimum distributions (RMDs) and the potential of higher rates during retirement. Consider any incoming legislation that may affect retirement income if your client plans to retire soon.
Accounting Insight
FEBRUARY 27, 2023
It’s a good exercise to create value propositions for each of your core services.
PYMNTS
DECEMBER 4, 2020
Linking that kind of document to the DATEV Unternehmen through the DATEVconnect online interface, users will have the ability to hand over documents quicker and easier to tax accountants, according to the release.
PYMNTS
JULY 31, 2020
This week’s look at the latest funding for B2B FinTech and other startups showcases an investor appetite for security, data and business intelligence, with nearly $63.5 Focused on mitigating third-party risk for B2B buyers and suppliers, Utah-based Whistic recently announced a $12 million Series A investment round, FinNSMEs reported.
PYMNTS
APRIL 20, 2016
Through portals, such as those that show gains and losses, tax implications of portfolio management can be pinpointed, mulled, executed and tracked, especially as concerns the IRS and U.S. Treasury proposed Simplified Tax Accounting Method for VNAV funds.
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