Search Results for: tax planning

Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning
Digital Payments News

Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning

Fintech News Desk
by Fintech News Desk0
Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology explores how digital assets impact estate and succession planning and how organizations can manage in our immersive digital age Sharon Hartung, Captain (Ret’d), PEng, TEP, founder of Your Digital Undertaker and recognized as one of the leading and original voices......
Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida
Finance News

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax Employee-based RIA, Expanding Avantax RIA Footprint to Florida

Fintech News Desk
by Fintech News Desk0
20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities Avantax, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consultant......
CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of Financial Planning Review
Finance News

CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of Financial Planning Review

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning announced that it has named Stephen Horan, Ph.D., CFA, CIPM, CAIA as Executive Editor of the Center’s financial planning academic journal, Financial Planning Review. Horan will be responsible for the strategic direction of the journal, including scope of research published, editorial board selection and......
Tax Systems to Integrate HMRC Recommended Checks into its Cloud-based VAT Platform Following Successful Trial
Compliance management News

Tax Systems to Integrate HMRC Recommended Checks into its Cloud-based VAT Platform Following Successful Trial

Fintech News Desk
by Fintech News Desk0
AlphaVAT to Provide Prompts So Customers Can Improve the Accuracy of VAT Submissions and Payment Tax Systems, the leading provider of tax software in the UK & Ireland, announced that they have implemented HMRC recommended checks into its cloud-based AlphaVAT digital tax platform. This new feature enables their users to......
RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies
Commerce Finance News Technology

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

Fintech News Desk
by Fintech News Desk0
RetireUS is launching an exciting online platform designed to help Americans easily define a clear path toward financial freedom. The full-service program makes planning for retirement with a Certified Financial Planner™ more affordable than ever, with subscriptions available for as little as $10 / week. According to the latest findings, nearly half......
Zoe Announces Partnership With Tarascio Financial Planning
Finance News

Zoe Announces Partnership With Tarascio Financial Planning

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors, announced their ongoing partnership with Tarascio Financial Planning. After passing Zoe’s rigorous vetting process, this Portland-based firm was welcomed into the Network. After spending over a decade in corporate America working with families and small businesses at a......
Creative Planning Acquires The Doman Group
Investment Services News

Creative Planning Acquires The Doman Group

Fintech News Desk
by Fintech News Desk0
The New York based Multi-Family Office manages $400 million in AUM The Doman Group (TDG) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country.  TDG is a federally registered investment advisor that was born out of Managing Director Mark Doman’s belief that......
H&R Block Study Shares How Americans Use Their Tax Refunds
Finance News

H&R Block Study Shares How Americans Use Their Tax Refunds: Majority Use It to Get Caught Up On Finances

Fintech News Desk
by Fintech News Desk0
Taxpayers who have their tax refund directly deposited to their Spruce account can receive their federal tax refund up to five days sooner Receiving an annual tax refund is a significant financial event for most Americans. But when it comes to determining what to do when the refund comes, many......
Financial Gravity Rolls Out Enhanced Planning Software
Finance News

Financial Gravity Rolls Out Enhanced Planning Software

Fintech News Desk
by Fintech News Desk0
Financial Gravity Companies Inc., announced their Tax Master Network (TMN) subsidiary has rolled out an “import tax return” facility to make their Tax Ninja planning software even easier to use. Traditional tax-planning tools produce pages of dense spreadsheets that do nothing to tell clients how to pay less. TMN’s Tax......
Verady Launches the Ledgible Crypto Platform to Unify Professional Tax and Accounting Offering
Cryptocurrency News

Verady Launches the Ledgible Crypto Platform to Unify Professional Tax and Accounting Offering

Fintech News Desk
by Fintech News Desk0
Rebrands and Expands Executive Team as Well Ledgible, the leading professional-first platform for tax and accounting of crypto assets formerly aligned under the Verady brand name, announced the company’s comprehensive crypto tax management and reporting solution is now unified under the Ledgible Platform to connect traditional finance and accounting with the new realm of......
1