Search Results for: tax management

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
by Business Wire0
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......
SDR Ventures Advises Phases Accounting & Tax Service, Inc. on Acquisition by Apex Accounting and Tax, Inc.
Finance News

SDR Ventures Advises Phases Accounting & Tax Service, Inc. on Acquisition by Apex Accounting and Tax, Inc.

PR Newswire
by PR Newswire0
SDR Ventures is pleased to announce that Phases Accounting & Tax Service, Inc. has been acquired by Apex Accounting and Tax, Inc.. SDR served as the exclusive sell-side advisor to Phases throughout the transaction process. Founded in 1987 and based in Colorado Springs, Colorado, Phases Accounting & Tax Service has been providing 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
by PR Newswire0
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,......
A Closer Look At Integrated Document Management And Accounts Payable Software
Business Featured Finance Fintech Primers Technology

A Closer Look At Integrated Document Management And Accounts Payable Software

Pooja Choudhary
by Pooja Choudhary0
What is AP, or accounts payable? The profitability and operations of your company’s operations are influenced by the accounts payable (AP) function, which is a vital business operation. Fundamentally speaking, it is the total sum that your company owes suppliers and vendors for the products and services that it has......
MoneyLion Partners with Column Tax to Offer Customers Free Tax Services
Finance News

MoneyLion Partners with Column Tax to Offer Customers Free Tax Services

Business Wire
by Business Wire0
With this partnership, eligible MoneyLion users have access to a simplified tax filing process that saves them time and cost associated with similar services MoneyLion Inc., the go-to destination for personalized financial content, financial products and advice, announced it is offering eligible MoneyLion users free tax filing services through its......
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
by Business Wire0
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......
Asure Software Partners with Intuit’s TurboTax to Help Small Businesses Attract Talent and Streamline Tax Filing for Employees
Finance News

Asure Software Partners with Intuit’s TurboTax to Help Small Businesses Attract Talent and Streamline Tax Filing for Employees

Fintech News Desk
by Fintech News Desk0
Tax filing tool integration enables employees to save time, eliminate errors, and accelerate tax refunds Asure Software, Inc., a leading provider of HR and payroll solutions for small businesses, announced its partnership with Intuit’s TurboTax. This partnership enables employees of Asure’s small business payroll customers to file their taxes faster......
InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket
Investment Services News

InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket

Fintech News Desk
by Fintech News Desk0
55ip’s integration onto the InvestCloud Financial Supermarket™ furthers InvestCloud’s mission to transform the industry, through scalable technology aimed to deliver better financial outcomes InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, announce a breakthrough partnership to integrate 55ip’s tax-smart investment technology......
Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors
Investment Services News

Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors

Fintech News Desk
by Fintech News Desk0
Financial advisors and investors across Canada can now access innovative solutions that leverage the global investment firm’s tax-managed expertise Russell Investments Canada Limited has launched the firm’s first two tax-managed investment solutions for the Canadian market, extending the global asset manager’s time-tested approach to help investors keep more of what......
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