Search Results for: tax expert

MarketAxess Joins Investortools’ Dealer Network Expanding Electronic Muni Trading
News Trading

MarketAxess Joins Investortools’ Dealer Network Expanding Electronic Muni Trading

Business Wire
MarketAxess Holdings Inc, the operator of a leading electronic trading platform for fixed-income securities,  announced that it will expand its municipal bond integration with the Investortools’ platform and display its offerings within the Investortools Dealer Network (IDN). This partnership represents the next phase of integration within the FIX connectivity and......
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......
Wolters Kluwer Experts to Share Financial Risk Insights With Vietnam’s Regulatory Leaders
News Risk Management

Wolters Kluwer Experts to Share Financial Risk Insights With Vietnam’s Regulatory Leaders

Business Wire
Wolters Kluwer Finance, Risk & Regulatory Reporting will offer perspectives on bank risk-based performance and commercial outcomes Experts from Wolters Kluwer Finance, Risk & Regulatory Reporting (FRR) will offer insights at the “Transforming and Improving Financial Risk Management with International Principles and Standards” event taking place on Tuesday, May 16, at the Melia Hotel......
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......
KuCoin Labs and VAIOT Launch Digital Assets Regulation Institute (DARI) to Foster Crypto Regulation Supported by Industry Experts
Cryptocurrency News

KuCoin Labs and VAIOT Launch Digital Assets Regulation Institute (DARI) to Foster Crypto Regulation Supported by Industry Experts

Business Wire
VAIOT, Grant Thornton, and KuCoin Labs launch independent think tank to promote industry-led crypto regulation, building on VAIOT’s pioneering status as one of Europe’s first fully regulated crypto companies KuCoin Labs, the investment and research firm spun out of crypto exchange KuCoin, and VAIOT, a blockchain and AI-powered services business, have jointly......
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......
april Launches AI-Driven Tax Solution, Disrupting Archaic Tax System to Usher in a Consumer-Friendly Future
Finance Fintech News

april Launches AI-Driven Tax Solution, Disrupting Archaic Tax System to Usher in a Consumer-Friendly Future

Business Wire
In partnership with Acorns, Mercury Financial, B9, Moves, and others april is embedding AI-powered tax experiences to help Americans better estimate, optimize and file their taxes april, the first AI-powered tax system, announced the launch of its flagship tax filing offering in partnership with financial institutions, payroll providers and fintechs,......
Baker Tilly Teams Up with Ever.green to Create First Marketplace for Clean Energy Tax Credits
Finance Fintech News

Baker Tilly Teams Up with Ever.green to Create First Marketplace for Clean Energy Tax Credits

Business Wire
The Ever.green marketplace will transform the funding of clean energy projects by opening the door for new sources of capital from companies of all sizes to participate in a secure place to buy and sell tax credits Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) and Ever.green, a......
Taxaroo Launches ZeroTax.ai to Provide Instant Tax Help with AI
Artificial Intelligence Finance News

Taxaroo Launches ZeroTax.ai to Provide Instant Tax Help with AI

Fintech News Desk
New AI-Powered Tax Help Service Offers Quick and Accurate Answers for Individuals and Small Businesses, Plus Added Value for Tax Professionals Using Taxaroo’s Platform Taxaroo, the innovative tax technology company, has launched ZeroTax.ai, an AI-powered tax help service nicknamed TaxGPT. It provides free answers to tax questions for individuals and small......
Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice
Cryptocurrency Investment Services News

Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice

PR Newswire
Arbor Digital, the leading direct exposure crypto-asset investment solution for individual investors and RIAs, has announced a strategic partnership with Polygon Advisory Group, the leading crypto-tax service provider in the industry. Through the partnership, Arbor Digital and its SMA clients will have access to Polygon’s tax planning strategy expertise in the crypto-industry. Marc Nichols,......
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