Abrigo

DECEMBER 18, 2014

At the height of tax season one problem accountants often face is maximizing their client meetings. Aside from the checklists and worksheets that help clients prepare for tax season, now is a great time to double check your own to ensure you are asking the right questions to get the most out of your meetings. Blog Accountant'

Taxes 207

Taxes Meeting Industry US 207

Chris Skinner

JULY 1, 2020

Things we’re reading today include … Société Générale acquiring challenger bank Shine Banking watchdog drops threat of inquiry into overdraft charges July 4th 2020: how a tax on playing cards and a thwarted tea shipment led to US Independence Day Wirecard administrator starts to dismantle defunct payments group Can BNP … The post (..)

Taxes 331

Taxes Groups US Cards 331

Perficient

JUNE 30, 2022

Some of these online articles can be found here: OCC Provides Roadmap for National Banks and Savings Associations To Conduct Crypto Activities – Perficient Blogs. Central Bank Digital Currency (CBDC) – Perficient Blogs. The Pros and Cons of a Potential U.S. Crypto Conference.

cryptocurrency 472

cryptocurrency Regulation Conference Taxes 472

PopularBank

MARCH 28, 2025

If you get a tax refund instead of owing money on your taxes, it can be tempting to spend this money. The guide below includes some smart ways to use your tax refund. The items below arent a checklist per se, but more of a discovery of what you can do with your tax refund.

Taxes 52

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Abrigo

JANUARY 21, 2025

How would your institution manage this additional workload while maintaining compliance with daily deadlines? Staying on top of suspicious activity is more than a full-time job. We're here to help.

Fraud 221

Fraud Training Analysis Compliance 221

Abrigo

JULY 25, 2017

The Sageworks blog has dozens of brief, timely articles to help business valuation professionals and accountants building their valuation practices learn new ways to run their practices more efficiently and effectively. Below are the five blog posts so far from 2017 that have been the most popular. Did you miss any of them?

Risk Management 150

Risk Management Video Taxes Resources 150

Chris Skinner

NOVEMBER 13, 2018

For example, dealing with clients who require a Government Tax Residency Letter and multiple hurdles to be cleared before they can make payment; or dealing with American clients who want to pay me by cheque; or, worst of … The post Legacy vendors are more of an issue than legacy systems appeared first on Chris Skinner's blog.

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System Taxes Examples How To 273

Chris Skinner

APRIL 23, 2020

Things we’re reading today include … Credit Suisse earnings boosted by tax windfall Why the euro is more durable than it looks China aims to launch the world’s first official digital currency How to think about moral hazard during a pandemic Developing world economies hit hard by coronavirus For SoftBank’s … The post Things (..)

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Taxes How To 267

Chris Skinner

DECEMBER 17, 2019

Around three-quarters is focused on finance and technology, but the rest meanders around life, taxes, government, the economy, global trade, regulatory matters and more.

Taxes 263

Taxes Technology Digital Banking 263

Abrigo

APRIL 6, 2016

“The hardest thing in the world to understand is the income tax.” Albert Einstein We could list many other amusing quotes about taxes and tax season. Tax season, as accounting firms know, is not just busy. Unless you intend to leave the firm, you're on board for taking care of whatever business tax season brings your way.

Taxes 150

Taxes Video Resources Survey 150

Chris Skinner

JULY 26, 2020

Things we’re reading today include … Goldman Sachs’ guide to the best and worst perfoming banks in Q2 Hong Kong launches share index of technology giants NatWest customers say accounts were closed after they applied for coronavirus loans The Guardian view on a wealth tax: necessary but not sufficient | … The post Things (..)

Taxes 260

Taxes Technology 260

PYMNTS

NOVEMBER 2, 2020

UN Committee Indicates Support For Initiative To Tax Big Tech In Developing Nations. The United Nation’s Tax Committee of Experts has indicated support for an initiative to assist developing nations in taxing Big Tech, Bloomberg Tax reported on Wednesday (Oct. streaming company to pay taxes, Techwire Asia reported.

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Taxes National Regulation Google 212

Chris Skinner

MAY 20, 2020

Things we’re reading today include … Bank of England paves way for negative interest rates Britain sells bonds with minus rates Top 1% of British earners get 17% of nation’s income Matalan founder suing PwC for ‘ineffective tax avoidance advice’ Crypto hedge funds struggle to rebound from ‘bloodbath’ Mastercard to … (..)

Taxes 260

Taxes National 260

Chris Skinner

MAY 25, 2020

Things we’re reading today include … This is why we’re proposing a wealth tax in Spain to help us out of this crisis | Pablo Echenique Companies in new investment fund must be ‘made in Yorkshire’ Goldman Sachs ramps up cash management plans despite coronavirus UBS announces global financing team … The post Things (..)

Taxes 251

Taxes US Management Company 251

Chris Skinner

FEBRUARY 23, 2020

Things we’re reading today include … Barclays set to kick off hunt for next chief executive Cruel lottery as banks play blame game over push-payment fraud No global digital tax by end-2020 would mean chaos: France JPMorgan lines up ex-regulator to lead UK digital bank UniCredit CEO Mustier ruled out … The post Things worth reading: (..)

Taxes 251

Taxes Fraud Digital Banking Regulation 251

Chris Skinner

MARCH 19, 2020

Things we’re reading today include … Former London bankers convicted after Germany’s ‘greatest tax robbery’ Why America’s financial plumbing has seized up ECB U-turn shows it fears coronavirus could destroy eurozone project The agonies of stock-picking in a falling market School closures in the UK are a financial catastrophe (..)

Taxes 242

Taxes Marketing 242

Chris Skinner

JULY 4, 2017

In the 2007 ranking, UK banks collectively made $17.3bn in pre-tax profits, a 32% fall on the previous year, and approximately a quarter of what they made before the financial crisis. Despite holding on to 9th position, they suffered a 62% fall in profits, making this their worst result in seven years.

Metro 403

Metro Capital Taxes Maine 403

Perficient

OCTOBER 20, 2020

The subject of this blog “What is MarketPlace” is paraphrased from one of the questions which occurred during discovery meetings with the client. With the focus of this blog on MarketPlace, this option will be selected. So “What is MarketPlace”? use on a daily basis.

Training 294

Training Compliance Security Examples 294

Chris Skinner

OCTOBER 3, 2019

Things we’re reading today include … Small banks must step up if they want to keep their small-business customers PayPal on the verge of quitting Facebook’s Libra project It has been a torrid week for Indian banks Wealth taxes have moved up the political agenda ‘I was scammed by a … The post Things worth reading: 4th October (..)

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Taxes 200

Perficient

SEPTEMBER 9, 2020

If you have stumbled across this blog I’m sure it’s because you searched “Data Conversion” Like most, you have a boss to whom you answer and your boss wants answers. Do Convert FA Tax Books. If you plan on using Oracle’s tax books, it’s much easier to convert into the Cloud than ever before.

Data 322

Data Taxes System Report 322

Perficient

AUGUST 19, 2020

During the last two months approximately, one new solution, Cloud Administration Tools “CAT”, and three updates: Account Reconciliations “RCM”, Task Manager “UTM” and Tax Provision “TXP” have been released. Thank you for reading and I hope this blog has been helpful. The image below depicts two tasks selected and then completed.

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Management Tools Taxes Data 322

Abrigo

NOVEMBER 19, 2014

According to The Sleeter Group , “Small and medium-sized businesses no longer simply require tax and compliance-related services. Blog Accountant' Learn how being an early adopter of technology can help your firm win more clients and add value by cross-selling additional services. Download this infographic today !

Technology 207

Technology Taxes Compliance Groups 207

Abrigo

OCTOBER 14, 2014

Other common manual errors include double counting income and debt-service and excluding necessary tax forms. • Spreading : “Three analysts at the same institution may spread three tax returns into financial statements three different ways,” notes McPeak. Blog Bank Credit Union' Utilize technology.

Risk Management 223

Risk Management Management Taxes Analysis 223

Chris Skinner

SEPTEMBER 30, 2018

Things we’re reading today include … Digital start-ups complain they’re being frozen out of £775m RBS remedies contest City minister vows to defend London London’s online trading groups hit by European crackdown Overseas banks push for tax cuts ahead of Brexit How the IMF can manage the global economy better … The post Things (..)

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Taxes Groups Online Management 192

Chris Skinner

MARCH 21, 2018

Deutsche Bank Falls as CFO Warns of Securities Unit Headwind Economists promote low-volatility cryptocurrency backed by dollars EU launches £4.4bn tax raid on tech giants Europe’s banks told to keep planning for full Brexit in 2019 … The post Things worth reading: 22nd March 2018 appeared first on Chris Skinner's blog.

Taxes 190

Taxes cryptocurrency Security 190

Chris Skinner

AUGUST 31, 2016

tax code may allow dramatic retaliation in EU Apple case London will remain the top financial centre post-Brexit, says Deutsche Bank chief Brexit so far Swift warns banks about hacker theft Mark Carney … The post Things worth reading: 1st September 2016 appeared first on Chris Skinner's blog.

Metro 190

Metro Taxes Apple 190

TheGuardian

AUGUST 29, 2024

Matt Comyn tells parliamentary inquiry that criticism of business profits ‘erodes trust in institutions’ Follow our Australia news live blog for latest updates Get our breaking news email , free app or daily news podcast The Commonwealth Bank chief executive, Matt Comyn, has described a proposed excessive profits tax as “insidious populism” and labelled (..)

Taxes 101

Taxes Policies Payments 101

Abrigo

OCTOBER 25, 2014

Tip: When presenting financial statements or tax returns to a client, identify one or two open-ended questions to ask so that you can start the dialogue with clients about their business concerns and begin to offer proactive advice. “When they think of their accountant, they think of taxes,” he says.

Taxes 284

Taxes Study Survey Fraud 284

Chris Skinner

SEPTEMBER 13, 2019

Things we’re reading today include … Deutsche Bank is first to settle bond-rigging lawsuit, amid federal probe Hong Kong’s bourse seeks to snap up the London Stock Exchange Steven Mnuchin begins reforming America’s giant mortgage-guarantee firms Google to pay €1bn to end French tax probe Hong Kong stock market operator … The post (..)

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Taxes Google Operations Marketing 178

Chris Skinner

JUNE 20, 2018

million France and Germany strike deal on draft for eurozone integration Visa admits 5m payments failed over a broken switch UK could lose £10bn a year in City-related tax … The post Things worth reading: 20th June 2018 appeared first on Chris Skinner's blog.

Taxes 177

Taxes Fraud Report Payments 177

Chris Skinner

FEBRUARY 20, 2018

Things we’re reading today include … Bitcoin has ‘pretty much failed’ as a currency, Bank of England Governor Carney says HSBC profits more than double to $17.2bn Top City regulator used tax break scheme Venezuela launches oil cryptocurrency MPs publish full unredacted report into RBS small business scandal HSBC warns … The post Things (..)

Bitcoin 177

Bitcoin Taxes cryptocurrency Regulation 177

Chris Skinner

FEBRUARY 17, 2019

Things we’re reading today include … New Zealand to target online giants with digital tax Problem gamblers are using PayPal to spend up to £150,000 a day Banks could easily stumble over Brexit and buybacks Tiger Global dumps Barclays stake in blow to Staley Russia’s Gazprombank freezes accounts of Venezuela’s … The post (..)

Taxes 179

Taxes Online 179

Chris Skinner

DECEMBER 19, 2018

Things we’re reading today include … Cashless revolution ‘happening too fast’ as millions of consumers face exclusion from shops and restaurants JPMorgan tries to streamline spending in tech arms race High taxes could hasten bank moves from Britain after Brexit MPs call for resignation of Lloyds Bank CEO Investors revolt … (..)

Taxes 172

Taxes 172

Chris Skinner

MAY 30, 2017

Russian Company Pins European Bank Attacks on North Korea Spanish Banks Form New Blockchain Consortium How to get a UK banking or e-money license: the basics Bank Customers Don’t Want Robo-Advisers Making Financial Decisions For Them Treasurer’s office to be investigated over pre-budget bank tax leak.

Big Data 184

Big Data Taxes blockchain Fintech 184

Abrigo

APRIL 19, 2022

Not analyzing (or requesting) all of the necessary tax forms Tax returns and their supporting schedules are vital to performing a GCF analysis correctly. This may involve integrating multiple partnership and corporate tax returns, business financial statements, K-1 forms, and individual tax filings. Learn More.

Analysis 195

Analysis Taxes Lending Examples 195

Chris Skinner

MARCH 12, 2019

Congress isn’t so sure Deutsche Bank’s Arranged Marriage Gets Shove From ECB Sweden Wants a Bank Tax That ‘Really Hits’ the Right Targets NatWest trials fingerprint debit cards to remove £30 limit Brexit fallout on UK … The post Things worth reading: 12th March 2019 appeared first on Chris Skinner's blog.

Taxes 172

Taxes Cards 172

Abrigo

NOVEMBER 6, 2014

Core tax and accounting services will remain integral to the accounting profession, but accountants may also find opportunities in specialty services, an AICPA leader said this week. Accounting, tax preparation, bookkeeping and payroll services collectively are the most profitable industries in the U.S., ” Blog Accountant'

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Industry Taxes Conference Examples 207