Search Results for: tax expert

Sovos Introduces Indirect Tax Suite to Meet Complexities of Global Compliance
Finance Fintech News

Sovos Introduces Indirect Tax Suite to Meet Complexities of Global Compliance

Business Wire
by Business Wire0147
Comprehensive software suite provides customizable, always-on solutions for tax determination, e-invoicing and filing Sovos, the always-on compliance company, introduces its Indirect Tax Suite, a comprehensive, integrated solution to modernize how companies meet global indirect tax obligations. Part of the Sovos Compliance Cloud, the Indirect Tax Suite empowers enterprises to manage......
Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC
Fintech News

Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC

PR Newswire
by PR Newswire0173
Tax and accounting industry veteran David Gearhart, J.D., CPA, will lead the new sister organization as it works in conjunction with Graham Capital to provide investors with a truly holistic suite of financial and tax planning services. Graham Capital Wealth Management, LLC, (Graham Capital) an independent Registered Investment Advisor with......
Tax Refund Checks More Important Than Ever According to Second-Annual “Straight Talk Wireless Tax Stress Index”
Finance Fintech News

Tax Refund Checks More Important Than Ever According to Second-Annual “Straight Talk Wireless Tax Stress Index”

Business Wire
by Business Wire0139
” The sooner taxpayers file, the faster they’ll get their refund, which 61 percent say is vital to their household’s financial stability. But with consumer debt at a new high, timing won’t be everything as the survey also showed taxpayers continue to worry the money won’t be enough.“ Straight Talk,......
Financial Expert Implores Industry Regulators to Reevaluate Anti-Money Laundering Initiatives
Finance Fintech News

Financial Expert Implores Industry Regulators to Reevaluate Anti-Money Laundering Initiatives

PR Newswire
by PR Newswire0223
New book shares the societal impacts of dirty money, and suggests that more could be done to prevent it After more than 20 years in the financial industry, Dawn Pretorius believes that the current anti-money laundering initiatives are not enough to deter or punish criminals. In her newest book, “The Shepherds of......
Income Research + Management and BondBloxx Partner to Launch Tax-Aware ETF
Fintech News

Income Research + Management and BondBloxx Partner to Launch Tax-Aware ETF

Business Wire
by Business Wire0265
New BondBloxx IR+M ETF designed for investors seeking income and tax-efficient bond strategies Income Research + Management (“Income Research” or “IR+M”) and BondBloxx Investment Management (“BondBloxx”) today announced a new partnership. BondBloxx filed a registration statement for the BondBloxx IR+M Tax-Aware Short Duration ETF, which IR+M will sub-advise. IR+M is......
Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat
Finance News

Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat

GlobeNewswire
by GlobeNewswire0347
Origin, the startup reimagining financial wellness for all, announced that it has launched the first personal finance platform to provide holistic tracking of net worth, AI-powered financial guidance, automated investing, easy tax filing, estate planning, and the option to meet with a Certified Financial Planner(CFP). Origin fills the void left......
Stax Payments Bolsters Leadership Team with the Addition of Three Fintech Executives
Fintech News

Stax Payments Bolsters Leadership Team with the Addition of Three Fintech Executives

Business Wire
by Business Wire0324
The payment technology provider accelerates momentum through experienced C-suite Stax Payments, the all-in-one payment technology provider, has expanded its C-suite to include fintech veterans Amy Waldhauer as chief commercial officer, Jenn Reichenbacher as chief marketing officer and Lisa Roberts as senior vice president and general counsel. Read More About Fintech : Mortgage Lending: How Lenders Are Embracing......
Artificial Intelligence for European Taxonomy
Artificial Intelligence Fintech News

Artificial Intelligence for European Taxonomy

PR Newswire
by PR Newswire0280
Thanks to artificial intelligence, impak Analytics launches its European Taxonomy solution offering the most reliable data on the market impak Analytics, a fintech combining artificial intelligence and human expertise, launches an innovative solution dedicated to investors needing to comply with European taxonomy reporting requirements. Designed for efficiency impak, recognized as......
Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services
Compliance management News

Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services

PR Newswire
by PR Newswire0429
New York-based Cogency Global Inc., a global provider of corporate compliance and transactional legal support services, announced that it has acquired Colorado-based Tax Guard, LLC., a leading tax risk due diligence and monitoring services provider, from Falfurrias Capital Partners. Terms of the transaction were not disclosed. Raymond James served as Tax Guard’s financial......
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