Search Results for: tax professionals

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
by Business Wire0
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
by Fintech News Desk0
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......
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......
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,......
Experienced Tax Professional to Join Expanding Wealth Management Firm
Finance News

Experienced Tax Professional to Join Expanding Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Mosaic Financial Advisers, founded by Adam Prewett, brings on Latoya Mack to help launch the tax advisory division of the firm and will open their third office, located in Spring, Texas. This marks an important step in the next phase of growth for Mosaic Financial Advisers as the firm looks......
Intuit Supercharges Virtual Expert Platform with AI Enhancements to Streamline Expert-Assisted Tax Filing
Finance News

Intuit Supercharges Virtual Expert Platform with AI Enhancements to Streamline Expert-Assisted Tax Filing

Fintech News Desk
by Fintech News Desk0
Intuit’s platform behind TurboTax Live connects people to experts and helps build customer confidence, while driving personalized experiences at scale and reducing tax filing time Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, has introduced artificial intelligence (AI) enhancements for its Virtual Expert Platform to drive highly-personalized experiences, connecting consumers......
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......
Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience
Finance News

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

Fintech News Desk
by Fintech News Desk0
Asset-Map, the leading financial advice engagement experience for financial professionals, announced a partnership with Cetera to bring its visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals. “We are excited to start this endeavor with Cetera and support their deep commitment to their members’ advice delivery experience”......
Paddle Recognised Among Notable SAAS Recurring Billing Solutions for Digital Business Professionals
B2B News

Paddle Recognised Among Notable SAAS Recurring Billing Solutions for Digital Business Professionals

Fintech News Desk
by Fintech News Desk0
Paddle is one of 42 notable vendors included in “The SaaS Recurring Billing Solutions Landscape, Q1 2023” report  Paddle, the payments infrastructure provider for B2B SaaS companies, has been listed by Forrester as one of 42 notable SaaS recurring billing vendors. According to the Forrester report, The SaaS Recurring Billing......
Baker Hill Partners with FlashSpread, a BeSmartee Company, to Automate the Tax Return Spreading Process
Fintech News

Baker Hill Partners with FlashSpread, a BeSmartee Company, to Automate the Tax Return Spreading Process

Fintech News Desk
by Fintech News Desk0
Baker Hill, a leading financial technology provider in delivering solutions for loan origination, risk management and analytics, has partnered with FlashSpread, a BeSmartee company that provides cloud-based software solutions to automate the spreading process for tax returns. Through the partnership, financial institutions using Baker Hill NextGen® can leverage FlashSpread’s auto-spreading technology......
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