Search Results for: tax services

Syntax and Mansueto Ventures Launch the Fast Company Most Innovative Company Index
Finance News

Syntax and Mansueto Ventures Launch the Fast Company Most Innovative Company Index

PR Newswire
Syntax, a leading provider of innovative financial data and technologies, and Mansueto Ventures, the publisher of Fast Company and Inc., have launched the Fast Company Most Innovative Companies Index, a one-of-a-kind index that allows investors to track the performance of the publicly traded honorees from the Fast Company Most Innovative......
Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies
Finance Investment Services News

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

PR Newswire
Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of complementary services for small businesses and individual customers. The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer. “The principals at Core+ have been helping clients with investment planning for many......
Wolters Kluwer Launches New Capabilities for CCH iFirm Taxprep
Compliance management News

Wolters Kluwer Launches New Capabilities for CCH iFirm Taxprep

Business Wire
New modules for CCH iFirm Taxprep to offer enhanced capabilities delivering comprehensive solutions for tax and accounting firms of all sizes across Canada Wolters Kluwer, a global leader in professional information, software solutions, and services, has unveiled new capabilities for CCH iFirm Taxprep, the only cloud-based tax compliance solution in......
Ryan Expands Transaction Tax Practice with the Acquisition of Avalara’s Sales and Use Tax Recovery Business Line
Compliance management News

Ryan Expands Transaction Tax Practice with the Acquisition of Avalara’s Sales and Use Tax Recovery Business Line

Business Wire
Ryan, a leading global tax services and software provider, has announced the acquisition of the sales and use tax recovery services and audit defense business line from Avalara, a leading provider of tax compliance automation software for businesses of all sizes. “We are excited to welcome our new team members......
Bitget Revolutionizes Crypto Tax Reporting by Enhanced API Integration with Koinly
Cryptocurrency News Trading

Bitget Revolutionizes Crypto Tax Reporting by Enhanced API Integration with Koinly

GlobeNewswire
Bitget, top derivatives cryptocurrency exchange and copy trading platform, is proud to unveil a major upgrade to its API connecting to Koinly’s tax reporting platform in direct response to invaluable feedback from its dynamic community of crypto tax users. Latest Fintech Interview : Global Fintech Interview with Jane Thomason, Web3.0 Leader at......
Formidium Announces the Release of Tax Allocations and Returns Module for Its Fund Accounting Software "Seamless"
Fintech Funding Investment Services News

Formidium Announces the Release of Tax Allocations and Returns Module for Its Fund Accounting Software “Seamless”

PR Newswire
Formidium, a global leader in providing fund technology and back-office solutions, has announced the release of Tax Allocations Module for its fund accounting software “Seamless”. The tax allocations module is a major milestone in redefining and streamlining the process of tax allocations, federal/state returns preparation, tax schedules such as K1s......
KeyBank Introduces Products & Services to Help Clients Take Further Control of their Finances
Banking News

KeyBank Introduces Products & Services to Help Clients Take Further Control of their Finances

PR Newswire
Launch of enhanced relationship benefits, Key Select Checking, Immediate Funds, and Early Pay helps move consumers forward on their unique financial journeys KeyBank is committed to helping clients move forward on their individual financial journeys, and announced new products and services to enhance the banking experience for consumers on their paths to progress. These enhancements come......
UMB Launches Second Turnkey Registered Funds Solutions Platform as More Funds Choose Shared Services
Fintech News

UMB Launches Second Turnkey Registered Funds Solutions Platform as More Funds Choose Shared Services

Business Wire
Second registered funds platform will launch with Redwood Investment Management as first client UMB Fund Services, (UMBFS), a subsidiary of UMB Financial Corporation, announced the launch of its second turnkey Registered Fund Solutions (RFS) platform service for starting and operating unlisted closed-end funds. Redwood Real Estate Income Fund (ticker: CREMX)......
MarketAxess to Acquire Algorithmic Trading Provider Pragma
Analytics News Trading

MarketAxess to Acquire Algorithmic Trading Provider Pragma

Business Wire
Acquisition to accelerate development of quantitative execution algorithms and data-driven analytics for fixed-income MarketAxess Holdings Inc, the operator of a leading electronic trading platform for fixed-income securities, has entered into a definitive agreement to acquire Pragma, a quantitative trading technology provider specializing in algorithmic and analytical services in equities, FX......
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