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Mutual Fund Buy-Sell Tax Pitfalls

RogerRossmeisl

If you invest in mutual funds, be aware of some potential mutual fund buy-sell tax pitfalls that can surprise the unwary. Surprise sales You may already have made taxable “sales” of part of your mutual fund investment without knowing it.

Tax 186
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How to Choose the Best Nonprofit Accounting Software

Accounting Seed

Although free accounting software for nonprofits may appear as an attractive option, it comes with significant drawbacks. These solutions frequently lack the specialized features needed (fund accounting, donation tracking, compliance reporting, etc.), leading to an inefficient accounting process.

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Business Budgeting Software Guide: Budgeting Software for Small to Enterprise Business

Snyder

Also, each department might have its budget (like marketing, sales, the IT department, if you have one, financial, etc.) Static budget – the most basic type of budget that takes into account only fixed expenses – the ones that don’t depend on production or sales volumes. to include the anticipated expenses and revenue.

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Accounts payable vs. accounts receivable: What are the differences?

ThomsonReuters

Accounts receivable is the other end of the accounting spectrum. Accounts receivable (AR) represents the money owed to a company for sales made on credit. Accounts receivable is part of the business life cycle between the delivery of goods or services and the payment for those by customers. Is billing AP or AR?

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How Salesforce Native Apps Work Together to Provide Data in Real-time

Accounting Seed

Salesforce native accounting gives your company real-time data views that can quickly spotlight opportunities to grow revenue and lower costs. Sales, operations, finance, and other departments all generate their own useful data streams, but this information is traditionally stored in different systems that don’t play well together.

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Investors Haven’t Forgotten About Alternative SMB Finance

PYMNTS

This week, alternative finance companies raised more than $77 million in venture capital funding, accounting for nearly 70 percent of total funds raised by B2B FinTech startups this week. But every few weeks, the industry roars back with an impressive investment streak.

Finance 46
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Top Remote Accountants of the Week | June 27, 2024

Going Concern

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #19249390 Certifications: CPA in process Education: BS Business Administration, Accounting Experience (years): 7+ years accounting and tax experience Work experience (detail): 4+ in public accounting 3 years tech startup experience 3+ in family office accounting and advisory 2 tax (..)