Search Results for: tax professionals

Commerce News

This Accounting Firm Embraces Technology To Modernize Taxes For Everyone’s Benefit

Fintech News Desk
by Fintech News Desk0
When we consider taxes and accounting, thoughts of buttoned-up CPAs wedded to their calculators are often quick to follow – but one rapidly growing firm is taking the lead to change this image. Embracing the latest technology, they modernize their work and reap tax savings for individuals and businesses. This......
Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
by Fintech News Desk0
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
insightsoftware Integrates CXO and Longview Solutions, Delivering Deeper Business Intelligence for Finance and Tax Teams
Finance News

insightsoftware Integrates CXO and Longview Solutions, Delivering Deeper Business Intelligence for Finance and Tax Teams

Fintech News Desk
by Fintech News Desk0
Integration will help finance professionals understand their data and make critical business decisions insightsoftware, a global provider of reporting, analytics, and performance management solutions, announced the integration of its CXO EPM reporting solution and the suite of Longview solutions. The pairing of CXO’s purpose-built, web-based Enterprise Performance Management (EPM) reporting and Longview’s......
SeABank Reached Nearly Us$120 Million Pre-tax Profit, Exceeded 2022’s First Half Business Plan
Banking News

SeABank Reached Nearly Us$120 Million Pre-tax Profit, Exceeded 2022’s First Half Business Plan

Fintech News Desk
by Fintech News Desk0
Southeast Asia Commercial Joint Stock Bank (SeABank, stock code: SSB) announced its First half 2022 business results. Additionally, a change in directors in charge was published on July 8th, 2022.  SeABank total assets reached US$ 9.82 billion; Pre-tax profit reached nearly US$ 20 million; Total Operating Income (TOI) reached US$ 215 million; Non-interest......
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......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
ZenLedger Raises $15 Million in Series B Funding To Expand Crypto Tax Solutions
Blockchain Cryptocurrency News

ZenLedger Raises $15 Million in Series B Funding To Expand Crypto Tax Solutions

Fintech News Desk
by Fintech News Desk0
Led by ParaFi Capital, funds will drive exponential business growth ZenLedger, a global leader in cryptocurrency data analysis, accounting, and tax, announced the close of its $15M Series B funding. The round is led by ParaFi Capital with participation from Bloccelerate VC (Series A lead), King River Capital, G1 Ventures, Main Street......
Avalara MyLodgeTax Pro Simplifies Tax Compliance for Short-Term Rental Property Managers
Compliance management News

Avalara MyLodgeTax Pro Simplifies Tax Compliance for Short-Term Rental Property Managers

Fintech News Desk
by Fintech News Desk0
Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the launch of Avalara MyLodgeTax Pro, a SaaS solution that helps managers of multiple short-term rental properties increase efficiency and ensure compliance through automation. The new offering from Avalara streamlines the calculation of occupancy......
TaxAudit Warns Taxpayers About Lingering IRS Collection Issues
debt collection Finance News

TaxAudit Warns Taxpayers About Lingering IRS Collection Issues

Fintech News Desk
by Fintech News Desk0
On February 9, 2022, the IRS issued News Release IR-2022-31, announcing the suspension of several letters and notices usually sent to taxpayers who owe federal taxes or have not filed a prior year return. The lingering pandemic and subsequent IRS shutdown, budgetary constraints, and lack of employee workforce have caused......
Deloitte and Team8 Publish Joint Report Presenting TaxTech as the Newest Fintech Vertical
Fintech News

Deloitte and Team8 Publish Joint Report Presenting TaxTech as the Newest Fintech Vertical

Fintech News Desk
by Fintech News Desk0
Global investments in tax technology startups up 360% between 2020 and 2021 In a first-of-its-kind report published yesterday, Deloitte and Team8 identify tax technology (TaxTech), as a significant vertical that is currently growing and developing in the fintech industry. The Emergence of TaxTech – A New Era of Fintech report maps out more than 100 startup......
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