Abrigo

AUGUST 14, 2017

When business owners think of their accountant, some might immediately think of the money they pay for tax preparation, an audit or other compliance services – the type of service “a client doesn’t want but needs,” as accounting thought leader Allan Koltin has described “Level 1” or “Type 1” services.

social media 150

social media eBook Taxes Examples 150

Abrigo

OCTOBER 17, 2014

Many of those clients will be facing major life and business decisions in the near future as they approach retirement age, presenting a unique opportunity for accountants to assist them through services that go beyond tax preparation. 21 at 1 p.m. Here are four: 1. Valuation services can help your firm (and your compensation) grow.

Taxes 191

Taxes How To Training Resources 191

Abrigo

JUNE 17, 2016

In a recent webinar hosted by Sageworks, Blumer explained that the goal for you is profitability -- to price above your costs -- but remember that in any in any interaction or relationship with a client, there has also got to be a profit for the client. Your role is to help them see what else they need , beyond their compliance requirements.

Compliance 150

Compliance Innovation Taxes Examples 150

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. who are already reaching that market and network with them to benefit from their knowledge and experience.

Meeting 191

Meeting Taxes Industry Strategy 191

PYMNTS

MAY 14, 2018

In a recent webinar with Karen Webster, Peter Shore, GM at Transpay , outlined the five things marketplace merchants must consider when making international payouts to a global partner base. There will also be tax liability and compliance challenges around the base currency where funds are being held. Risk and Compliance.

ATM 101

ATM Compliance Regulation Cards 101

PYMNTS

NOVEMBER 2, 2020

Europe Plans To Publish Digital Services Act, Digital Markets Act Drafts. European Commission Executive Vice President Margrethe Vestager said in a webinar that to make the 2020s the continent’s digital decade “is every bit as much about building trust as it is about investing in digital innovation.”. Regulation. and Facebook Inc.

Taxes 212

Taxes National Regulation Google 212

Abrigo

SEPTEMBER 12, 2019

In recent years, hemp and hemp-derived cannabidiol (CBD) products have been introduced into the market, sometimes as stand-alone oil products or in cosmetics, animal food, and infused food and beverages meant for human consumption. Automating Your BSA/AML Compliance for the First Time. Learn More. Whitepaper. Learn More. Whitepaper.

Retail 150

Retail Policies Regulation Compliance 150

CFPB Monitor

NOVEMBER 17, 2014

ET, Ballard Spahr attorneys will hold a webinar on the proposal. In the proposal’s background information, the CFPB acknowledges that it found “a significant majority of [prepaid] products are already substantially in compliance with existing. ” On December 12, 2014, from 12 p.m. A link to register is available here.

Study 74

Study Cards Regulation Taxes 74

CFPB Monitor

NOVEMBER 21, 2014

Marc Patterson On November 18, 2014, the CFPB staff and Federal Reserve Board co-hosted a webinar that addressed questions about the Final TILA-RESPA Integrated Disclosure Rule that will be effective for applications received by creditors or mortgage brokers on or after August 1, 2015. g)(1)(i) with § 1026.38(g)(1)(i)). g)(1)(i)).

Taxes 120

Taxes Examples Maine Industry 120

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. The economic volatility brought on by COVID-19 has impacted EBITDA across the Financial Services sector.

Analytics 129

Analytics Data Leadership Strategy 129

Abrigo

DECEMBER 17, 2014

Demand for valuation services is growing, according to a recent AICPA survey , with increased opportunities expected in shareholder/partner disputes, contractual disputes, family law, and gift and estate taxes, among other areas. This improves consistency and quality control as you perform valuations in compliance with AICPA guidelines.

Analysis 207

Analysis Compliance Survey Guidelines 207

CFPB Monitor

JANUARY 24, 2020

However, the Final Regulations allow for a 90-day “transition period” (until March 17, 2020) during which a servicer does not violate the Final Regulations if it otherwise acts in compliance with the existing Emergency Regulations in Part 419. All affiliated relationships must be negotiated at market rate.

New York 78

New York Regulation Payments Compliance 78