Search Results for: tax

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
by PR Newswire0
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients
Compliance management News

Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients

Business Wire
by Business Wire0
The Avalara Accountants Confidence Report points to difficulties ahead for small businesses to access capital, increase profits, raise revenues, hire new employees, and control costs Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the release of a new survey of over 500......
Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
Syntax Acquires Tyemill to Strengthen its Product Research and Development Capabilities
Finance News

Syntax Acquires Tyemill to Strengthen its Product Research and Development Capabilities

Business Wire
by Business Wire0
Syntax, a leading provider of innovative financial data and technologies, is pleased to announce the acquisition of the assets of Tyemill, a software research and development company headquartered in Seattle, Washington. The Tyemill team of 24 engineering, design and operations professionals became part of Syntax, effective March 1, 2023. As......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
by Business Wire0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
Ryan Expands Property Tax Team with Acquisition of RETC
Fintech News

Ryan Expands Property Tax Team with Acquisition of RETC

Business Wire
by Business Wire0
Ryan, a leading global tax services and software provider, has announced the acquisition of RETC Group (RETC), a property tax consulting firm based in Dallas, Texas. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac “RETC is a well-established firm in the......
Younger Consumers Less Aware of Common Tax Fraud Schemes, According to ACI Worldwide Report
Digital Payments News

Younger Consumers Less Aware of Common Tax Fraud Schemes, According to ACI Worldwide Report

Business Wire
by Business Wire0
Report also finds that consumers in all demographics are seeking counsel from tax professionals at higher rates as they navigate increasingly complicated filings this year A new tax payment report from ACI Worldwide, a global leader in mission-critical, real-time payment solutions, developed in partnership with YouGov, shows that awareness of common payment fraud......
april Launches AI-Driven Tax Solution, Disrupting Archaic Tax System to Usher in a Consumer-Friendly Future
Finance Fintech News

april Launches AI-Driven Tax Solution, Disrupting Archaic Tax System to Usher in a Consumer-Friendly Future

Business Wire
by Business Wire0
In partnership with Acorns, Mercury Financial, B9, Moves, and others april is embedding AI-powered tax experiences to help Americans better estimate, optimize and file their taxes april, the first AI-powered tax system, announced the launch of its flagship tax filing offering in partnership with financial institutions, payroll providers and fintechs,......
Broadridge and Apex Silver Team Up to Launch New Integrated Cost Basis and Tax Reporting Offering
Finance Fintech News

Broadridge and Apex Silver Team Up to Launch New Integrated Cost Basis and Tax Reporting Offering

PR Newswire
by PR Newswire0
Leading financial technology providers join forces to offer comprehensive, one-stop solution for regulatory tax information reporting To provide the financial services industry with seamlessly integrated cost basis processing and tax information reporting, global Fintech leader, Broadridge Financial Solutions, Inc., has teamed with Apex Silver (formerly Silver Management Group of Companies), a......
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......
1