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Nov 2020 – Patch Update for EPM Automate

Perficient

It clearly benefits the FCC / Tax Reporting audience. To be precise more on the SDM / Close Manager side of FCC – you have new commands to clear region / copy region by profile. I am just echoing Oracle’s document. Here are the new features with respect to EPM Automate. Have fun Exploring!

Taxes 322
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CRE risk management: Navigating hazards and opportunities

Abrigo

Stress testing, monitoring are essential Financial institutions should challenge assumptions about CRE risk while also watching for red flags as they manage the CRE portfolio. Bankers should examine warning signs and shore up defenses for existing income-producing CRE loans as part of commercial property loan risk management.

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In Asia, Focus On Big Tech Regs And Taxes

PYMNTS

Scrutiny of tech firms is spreading across the globe, hinting at broader regulations over privacy and, possibly, bigger tax bills. Together, we are 80 percent of the region,” Indonesian Communications Minister Rudiantara told the newswire. The tax would be in force even when the companies are located offshore. Libra, Too.

Taxes 133
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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. For example, the company intends to pass on a new 2 percent U.K. digital services tax on to consumers in addition to an existing 20 percent value-added tax.

Taxes 131
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The Concentric Relationship Strategy in Banking

South State Correspondent

Therefore, commercial lenders must develop a strategy to increase industry knowledge in finance, business, accounting, tax, mergers/acquisitions, or other fields. In her years as a lender, Linda acquired expertise in four other industries and became knowledgeable in tax and M&A strategies.

Strategy 195
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Growing your firm’s advisory services: Financial management

Abrigo

The transition from compliance to consulting makes sense: tax season is just that, a “season,” and nearly 60 percent of respondents to a Sageworks survey indicated they saw an increase in total revenue by adding financial services to their accounting practice. Loans for small businesses are another avenue that you can advise clients to use.

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Relationship Pricing is Key to Performance

South State Correspondent

We feel that banks must measure profitability at the customer, product, branch, region, or manager level so that management may properly allocate resources (superior service) to drive institutional profitability. How should management go about measuring relationship pricing?