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Be Sure Your Business is Ready for the Coming Year!

FirstInternet

Now is absolutely the time to begin to develop your tax strategy with your accountant. For example, if you received a Paycheck Protection Program loan, you’ll need to know how your loan forgiveness (or not) will affect your next tax return. For better or worse, 2020 has been an “interesting” experience.

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What SaaS's Business Model Evolution Means For B2B Payments

PYMNTS

On top of this challenge is the added complexity of the growing number of jurisdictions establishing their own tax requirements for SaaS firms operating across borders, a pain point that Owens said can be a headache for smaller software providers. A Continually Evolving Business Model.

Payments 151
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To Improve Treasury Tech, Target The Developers

PYMNTS

“[APIs] are exploding now because technology seems a little less heavy, and we’re becoming more familiar with new capabilities and how it can enable us from a cost-savings and user experience perspective.”. It’s also about having accurate, reliable rates trusted by global tax authorities.”.

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DiversyFund Review: For Investors Focused on Real Estates

MyBankTracker

DiversyFund is good for… People who want to grow wealth through real estate investments Investors who want to own REITs vs. physical properties Self-motivated investors who are comfortable directing their own portfolio People who want a solid online user experience. Are Tax-Loss Harvesting and Automatic Rebalancing Included?

Taxes 52
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E*TRADE Brokerage Review: $0 Fees on Stock & ETF Trades

MyBankTracker

No tax loss harvesting or automatic rebalancing for brokerage accounts. You get the benefit of experienced portfolio management, plus tax loss harvesting. That can help to minimize the tax bite taken out of your investments. Are Tax-Loss Harvesting and Automatic Rebalancing Included? Types of Accounts Offered.

Taxes 52
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The Only Thing to Hate About Personal Finance Management Is the Term ‘PFM’

Javelin Strategy & Research

They want to know how to save more of it. Last week, robo-adviser Betterment scored another $60 million in venture capital, giving it a valuation of up to $500 million. In January, Capital One snatched up Level Money’s budget app. Americans care about their money – a lot. They want to know where it goes. They want to spot fraud.

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AutoGPT Will Change Your Bank

South State Correspondent

In less than 30 seconds, AutoGPT retrieved a list of the highest-rated restaurants, checked availability, and made the requested reservations at the auto-chosen Capital Grille (below). Self-Learning : The application learns, by itself, how to complete a task and can store and reference past history.