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How tax accountants can provide valuation services

Abrigo

For some accountants, tax and audit services are attractive for the recurring revenue streams and steady client base they provide. CPAs providing tax services, especially, should find that offering valuation services is an attractive way to not only retain those clients but to also generate new revenue from these existing clients.

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8 Smart Strategies for Building a Strong Financial Foundation: The Power of Savings

BankBazaar

This blog navigates the complexities of smart savings, emphasising the power of compound interest, tax-efficient tactics, and the integration of technology to empower people to succeed in safeguarding their financial future. Tax-Efficient Savings: Planning your taxes is a key part of saving money.

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Millennial Homebuyers: Separating Fact from Fiction in the Vermont & New Hampshire Housing Market

Ublocal

Conversely, defaulting on student loans can damage your credit score, making it harder to secure a home loan. With extensive knowledge of the local market, Union Bank combines the comprehensive services of a large bank with the flexibility and personal touch of a local institution, making it an ideal partner for first-time homebuyers.

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ClientWhys Introduces SMB Marketplace

PYMNTS

ClientWhys , a provider of marketing automation software and marketplace for cloud accounting and tax industries, has launched a new small business accounting marketplace. According to CPA Practice Advisor , CountingWorks will help U.S. According to CPA Practice Advisor , CountingWorks will help U.S. Through Aug.

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Bitcoin Daily: SEC Halts BTGN Trading; Scammers Target Crypto Users On Microsoft Outlook

PYMNTS

This means investors will have access to the same high performance, low latency exchange and clearing infrastructure that powers many of the world’s most liquid futures markets. Suspension, Taxes and a Breach. In other news, Australia wants to make sure crypto traders are paying their fair share in taxes.

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Ensuring a Sustainable Legacy: The Role of Wealth Management in Estate Planning

Ublocal

Wealth management is an integral part of successful estate planning, helping you locate and catalog your assets while maintaining and growing your wealth—so you can secure your legacy and provide for your family’s future. Certificates of Deposit : CDs can be useful investment tools, especially for individuals approaching retirement.

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CRE risk management: Navigating hazards and opportunities

Abrigo

Takeaway 2 Advisors recommend that financial institutions look behind some of the headlines and examine their own markets before ruling out CRE altogether. But understanding trends in their own portfolios and local markets can allow lenders to identify risk-appropriate CRE credits. I believe there are opportunities out there.