Search Results for: tax change

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients
Compliance management News

Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients

Business Wire
The Avalara Accountants Confidence Report points to difficulties ahead for small businesses to access capital, increase profits, raise revenues, hire new employees, and control costs Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of a new survey of over 500......
Syntax Acquires Tyemill to Strengthen its Product Research and Development Capabilities
Finance News

Syntax Acquires Tyemill to Strengthen its Product Research and Development Capabilities

Business Wire
Syntax, a leading provider of innovative financial data and technologies, is pleased to announce the acquisition of the assets of Tyemill, a software research and development company headquartered in Seattle, Washington. The Tyemill team of 24 engineering, design and operations professionals became part of Syntax, effective March 1, 2023. As......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
TNS Deploys Cloud Compute Servers and Network Hardware for Coinbase Derivatives Exchange
Cryptocurrency News

TNS Deploys Cloud Compute Servers and Network Hardware for Coinbase Derivatives Exchange

Business Wire
Connectivity Bolsters Crypto Trading with TNS Network Access and Stability Transaction Network Services (TNS) announced the deployment of a TNS cloud-based financial trading infrastructure solution for the Coinbase Derivatives Exchange (CDE). The partnership supports a significant enhancement to the regulated futures exchange. “TNS helps us deliver a resilient product that traders and......
Younger Consumers Less Aware of Common Tax Fraud Schemes, According to ACI Worldwide Report
Digital Payments News

Younger Consumers Less Aware of Common Tax Fraud Schemes, According to ACI Worldwide Report

Business Wire
Report also finds that consumers in all demographics are seeking counsel from tax professionals at higher rates as they navigate increasingly complicated filings this year A new tax payment report from ACI Worldwide, a global leader in mission-critical, real-time payment solutions, developed in partnership with YouGov, shows that awareness of common payment fraud......
L3COS Launches Decentralized Digital Assets Exchange & Marketplace Featuring 100% Liquid Tokenized Deposits Safeguarded by Central Banks
Blockchain News

L3COS Launches Decentralized Digital Assets Exchange & Marketplace Featuring 100% Liquid Tokenized Deposits Safeguarded by Central Banks

PR Newswire
L3COS, a blockchain based operating system, is pleased to announce the launch of its decentralized exchange in April 2023. The exchange is L3COS’ first product to market made possible through proprietary Fiat-on-Chain™ (FoC) technology aiming to bridge the gap between traditional banking rails and a DEFI environment. Latest Fintech News: Piper......
H&R Block Customers Can Now Open a Spruce Account When Working with a Tax Pro
Finance Mobile Banking News

H&R Block Customers Can Now Open a Spruce Account When Working with a Tax Pro

GlobeNewswire
Customers may get their federal tax refund up to five days early¹ when deposited to their Spruce account For the more than two-thirds2 of Americans who get money back at tax time, a refund can be a great opportunity to get ahead financially. Each year, H&R Block helps millions of people navigate their......
Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments
Finance Investment Services News

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments

Business Wire
Company shares five tax-efficient strategies to consider as part of a holistic financial plan As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly......
Study Finds That Americans Are Searching for New Ways to Approach Tax Season
Finance News

Study Finds That Americans Are Searching for New Ways to Approach Tax Season

Business Wire
Americans are willing to pay for services and spend more time on their taxes in exchange for confidence and guidance to navigate the tax system april, the only AI-powered suite of embedded tax products, has announced the results of its “State of the American Taxpayer” report, a survey of over......
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