Abrigo

SEPTEMBER 26, 2017

Make it easier to communicate Cloud-based technology provides secure portals for clients to provide and access confidential documents without the need for emails or paper. Automated solutions can produce the tax returns so CPAs have more time to suggest tax-planning strategies.

Technology 150

Technology eBook Taxes Meeting 150

PYMNTS

JANUARY 22, 2018

There is another market segment, however, that similarly struggles to secure this Goldilocks effect, with products that aren’t too small and aren’t too large: the middle market. “Just think about a standardizing and cutting-edge IT system, and the resources needed to run it.”

Management 116

Management Compliance Taxes Marketing 116

Abrigo

DECEMBER 10, 2014

As you prepare for upcoming engagements with your “best” tax and audit clients, be thinking of how you will turn those meetings into opportunities for additional business advisory work once busy season ends. Sageworks has multiple resources for helping you assess your clients’ needs for advisory services.

Meeting 191

Meeting Taxes Industry Strategy 191

PYMNTS

MARCH 1, 2018

Securing bank financing for a small business (SMB) is neither fast nor easy, but the people running those SMBs need it to be both. That, he added, frees up time and resources to focus on building relationships – and starting new ones with more of the six million-plus SMBs out there today. It Will Happen – Not If, But When.

Data 101

Data Lending Taxes Innovation 101

MyBankTracker

JULY 6, 2020

Overall, Fidelity has a good selection of securities to choose from when building a portfolio. Are Tax Loss Harvesting and Automatic Rebalancing Included? Tax-loss harvesting and automatic rebalancing can help manage your investments more efficiently. When you harvest tax losses , you sell investments at a loss to offset gains.

Online 52

Online Taxes Management Tools 52

MyBankTracker

JULY 6, 2020

Overall, Fidelity has a good selection of securities to choose from when building a portfolio. Are Tax Loss Harvesting and Automatic Rebalancing Included? Tax-loss harvesting and automatic rebalancing can help manage your investments more efficiently. When you harvest tax losses , you sell investments at a loss to offset gains.

Online 52

Online Taxes Management Tools 52

FICO

JUNE 16, 2022

Variables include a host of multiple factors including available assets, financial morality, debt servicing obligation and resourcefulness. Increasing inflation, interest rates and income tax are also at 40-year highs. Watch the webinar with Bruce Curry and Matt Higginson of McKinsey on digital-first collections.

Meeting 52

Meeting Analytics Strategy Data 52

Abrigo

MARCH 31, 2020

Key Takeaways The Small Business Administration (SBA) and Treasury Department released information on how lenders can become eligible to originate Paycheck Protection Program loans under the Coronavirus Aid, Relief, and Economic Security (CARES) Act. 15 and verify the borrower had employees for whom they paid salaries and payroll taxes.

How To 195

How To Lending Illinois System 195

Cisco

OCTOBER 2, 2020

Earnings Before Interest, Taxes, Depreciation, and Amortization (“EBITDA”) is a metric used to evaluate a company’s operating performance and how much profit they’re bringing to the bottom line. Brings capabilities of open source and third-party technologies under one roof and security model.

Analytics 124

Analytics Data Leadership Strategy 124

South State Correspondent

APRIL 24, 2023

So, like any new bank marketer, it composed a fairly interesting email (below) using the subject line “Secure Your Healthcare Future: Boost Your Health Savings Account Contribution.” The application changed the subject line again to “Take Advantage of Tax-Free Savings: Increase Your Health Savings Account Contribution.”

social media 195

social media Data Marketing Technology 195