Search Results for: tax planning

Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
eMoney Advisor and Allianz Life Announce New Strategic Partnership
Capital Markets Fintech News

eMoney Advisor Provides Free Planning Resources During COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
CEO Ed O’Brien urges more advisors to adopt financial planning during times of uncertainty and disruption eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced plans to make its planning platform, marketing solutions and educational resources more accessible to advisors. Amidst the......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
Innovative New Time-Saving Workflow Tools for Tax Practitioners Now Available From Bloomberg Tax & Accounting
Fintech News

Innovative New Time-Saving Workflow Tools for Tax Practitioners Now Available From Bloomberg Tax & Accounting

Fintech News Desk
by Fintech News Desk0
Bloomberg Tax & Accounting announced the release of a new set of workflow tools designed to help practitioners save time by getting them to the information they need faster. For more information and to schedule a demo, visit http://onb-tax.com/D9a850yWmBJ. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in......
Avii, What Their SaaS and Accounting Software Platform
Fintech News

The Highest Accounting Service Needs -Tax and Audit – Intensify the Need for Increased Accounting Automation in 2020, According to Avii

Fintech News Desk
by Fintech News Desk0
Adoption of Avii’s Unified Cloud Automation and Workflow Solution for Tax, Audit and Advisory will Grow Substantially in 2020, the Company Says  While the April tax deadline is the highest theme on accounting firms’ minds this week, accountants must work equally hard to prepare for the audit services that will......
Uphold to Launch Crypto-Enabled Cards Across Europe Following Acquisition of Optimus Cards UK
Business Cryptocurrency News

Uphold and TaxBit Introduce Industry-First Suite of Tax Services For Cryptocurrency Users

Fintech News Desk
by Fintech News Desk0
Uphold and TaxBit Introduce 1099-B Tax Reporting For Users — Seamless Industry-Leading Tax Visibility and Reporting Uphold, the digital money platform that powers ‘anything to anything’ trades between cryptos, national currencies, metals, and more, is proud to announce that it leads the charge with compliant tax reporting for cryptocurrency, commodities,......
Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals
Business Fintech News

Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals

Fintech News Desk
by Fintech News Desk0
Intuit adds new partner to advance capabilities in ProConnect Tax Online and Lacerte, deliver automated tasks and optimize workflows for tax professionals Intuit ProConnect is announcing Intuit Practice Management powered by Karbon, to continue accelerating software capabilities for tax professionals. Karbon, a practice management solution and advanced work and communications......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
by Fintech News Desk0
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
TaxJar Increases Its Footprint with Mid-Market eCommerce Retailers, Tripling Growth with TaxJar Plus in 2019
Business News

TaxJar Increases Its Footprint with Mid-Market eCommerce Retailers, Tripling Growth with TaxJar Plus in 2019

Fintech News Desk
by Fintech News Desk0
TaxJar, the leading sales tax software company for eCommerce businesses and developers, announces unprecedented customer, volume and partnership growth in 2019 driven by its mid-market product TaxJar Plus. During the Black Friday/Cyber Monday holiday weekend, TaxJar supported more than $2.3B in Gross Merchandise Volume (GMV) and facilitated sales tax collection and reporting......
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