Remove Community Remove Events Remove Management Remove Taxes
article thumbnail

Empowering Your Financial Advisors With Salesforce

Perficient

But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway.

Taxes 294
article thumbnail

Big Tech Compliance Tracker: Apple, Google, Amazon Boost UK Fees To Cover New Digital Tax; Amazon Gets FAA’s OK For Drone Delivery 

PYMNTS

Big Tech Updates Fees to Reflect UK Digital Services Tax. Apple announced upcoming tax changes for apps and in-app purchases to include tax law changes in the U.K. digital services tax on to consumers in addition to an existing 20 percent value-added tax. customer charges to cover the new tax.

Taxes 131
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Jim Reber: Shop talk 2021

Independent Banker

Here’s another conversation with our consummate community banker. Hi Jim, this is Charlie Brown with Community Trust Bank. How are things at the community bank?”. “I I know most tax accountants preach that we should sell bonds at a loss instead of gains, because that speeds up the income tax liability.

Community 126
article thumbnail

And The Beat Goes On: Music?s New Playbook For Summer 2020

PYMNTS

The summer season is usually the time of year for the young and the hip to hit the scene at music festivals and cultural events in the U.S. “Since we can’t gather in person, Kindling is your space to explore live experiences being created by instigators in the BMan community & beyond,” said organizers in a tweet.

article thumbnail

Portfolio Management

Independent Banker

During my 20-plus years of dealing with community bankers, either as an investment strategist, sales rep or business-development manager, I have come to understand that certain buzz words fall on deaf ears. tax-equivalent yield, 2.) With the typical community bank investment, each of these variables should be easily attainable.

article thumbnail

Mind over Money: The Silent Connection to Finances

BankBazaar

This dual approach aims to provide a comprehensive understanding of the mental aspects involved in financial management, coupled with actionable steps to navigate these challenges effectively. Additional Reading: Money Management Tips That Will Change Your Life 2. Additional Reading: EPF Vs PPF: Which Is Better?

article thumbnail

Food for Thought: A Policy on Credit Exceptions

Abrigo

Portfolio segments should be monitored and managed, not get buried in exception counts. For example, the lack of guarantee may not cause a charge-off, but it limits options in the event of a workout. This is particularly true of credit exceptions related to account management (e.g., and property tax payments.

Policies 195