Commercial Lending USA

MAY 22, 2023

Mortgage lenders that do not require tax returns are a great option for self-employed individuals or those with non-traditional income sources. These lenders typically use bank statements and other financial documents to verify income instead of tax returns.

Taxes 98

Taxes Lending 98

Abrigo

DECEMBER 25, 2014

Sageworks has worked all year to bring accountants information that helps you serve clients and run your practice better, and many of our blog posts have been especially popular. Below is a list of the five most popular posts for accountants from the Sageworks blog this year. Blog Accountant' Do you miss that busy season high?

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Resources Meeting Taxes Analysis 186

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

Abrigo

NOVEMBER 25, 2014

For some accountants, tax and audit services are attractive for the recurring revenue streams and steady client base they provide. CPAs providing tax services, especially, should find that offering valuation services is an attractive way to not only retain those clients but to also generate new revenue from these existing clients.

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Taxes Guidelines Maine Regional 170

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

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 (..)

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Taxes Groups US Cards 331

Chris Skinner

FEBRUARY 18, 2020

The humbling of Goldman Sachs Regular savers tempted with cash prizes UK climbs ranking of tax havens, campaign group warns UK’s cash system ‘will collapse without new laws’ The post Things worth reading: 19th February 2020 appeared first on Chris Skinner's blog.

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Taxes Strategy Groups System 356

PYMNTS

JULY 27, 2017

Stripe has acquired long-term partner Payable in an effort to bolster the tax reporting tools available to its on-demand and marketplace business customers. For existing Payable customers, the company’s tax reporting tools will continue to be hosted on payable.com through the next tax season.

Taxes 101

Taxes Tools Report Resources 101

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.

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Taxes Video Resources Survey 150

Abrigo

OCTOBER 28, 2015

Likewise, accountants each year experience a tax season that requires detailed planning and precise execution. One way to organize those efforts as tax season approaches is to think of your planning in terms of three general areas: capacity, communication and conclusion.

Taxes 150

Taxes Meeting Software Examples 150

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'

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Taxes Meeting Industry US 207

PopularBank

APRIL 6, 2022

Tax season is quickly coming up — April 18 for most taxpayers (with an extension until October 15 if you need it). This means it’s also high season for scammers who may try to grab your personal information online to use not just at tax time, but at any time. Choose your tax preparer wisely. Be aware of phishing scams.

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Taxes Fraud Cards Online 52

PopularBank

MARCH 29, 2022

Last month, we talked about how to prepare for tax season. If you’re one of the 16 million workers who identify as self-employed , here are our tax deduction tips for small businesses to help you navigate ?ling If you worked from home in 2021 don’t miss these potential tax deduction tips. Drive tax deductions with your vehicle.

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Taxes Strategy Cards Meeting 52

BankUnderground

OCTOBER 23, 2024

These policies, which include subsidies for green production or investment, carbon taxes, and cap and trade schemes , are crucial for guiding the transition to a greener economy. This blog post explores the spillover effects due to the implementation of climate policy in a single country.

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Policies Taxes Resources US 108

Abrigo

OCTOBER 21, 2015

Every year, accountants brace themselves for the inevitable tax season. For many accountants, unfortunately, tax season means that lucrative consulting work that can diversify revenue and bolster firm growth throughout the year gets put on hold in order to handle the mountains of personal and business tax returns.

Taxes 150

Taxes Capital Meeting Analysis 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 (..)

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Taxes Technology 260

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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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 … (..)

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Taxes National 260

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.

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Taxes Technology Digital Banking 263

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.

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cryptocurrency Regulation Conference Taxes 472

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 (..)

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Taxes US Management Company 251

Abrigo

JANUARY 5, 2016

Visit the Valuation Blog to read the latest. Did you miss them? Read the most popular business valuation articles published by Sageworks in 2015. Most common challenges facing business valuation professionals. The process of valuing a business combines both art and science and can be arduous.

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social media Capital Video Meeting 150

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 (..)

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Taxes Marketing 242

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.

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Analysis Taxes Lending Examples 195

Abrigo

FEBRUARY 26, 2015

While tax accountants may not be able to see the light at the end of the busy season tunnel yet, the spring is sure to come. Blog Accountant' With spring comes the promise of warmer temperatures, irises and snapdragons, along with March Madness college basketball rivalries and the start of baseball season. youtube:Iv05Cci1cfw].

Taxes 150

Taxes Video Compliance Meeting 150

Abrigo

NOVEMBER 12, 2015

Hectic schedules and an immense workload often prevent accountants from fulfilling their role as a trusted advisor during tax season. Though strategic planning for clients must be put on hold during these times, there are things your firm can do to construct its business planning around tax season and open the door to firm growth.

Taxes 150

Taxes How To Marketing 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

CFPB Monitor

FEBRUARY 2, 2017

I am pleased to announce that under the leadership of my partner Peter Hardy, Ballard Spahr has launched Money Laundering Watch , a new blog focused exclusively on money laundering issues to keep you informed of the latest developments in enforcement, compliance, and policy. Please visit the blog, and subscribe to receive updates.

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Policies Compliance Leadership Fraud 60

FICO

JUNE 11, 2019

Tax agencies have a limited amount of resources to pursue tax compliance activities (collections and audit). Tax Compliance - Why Use Analytical Models at Tax Agencies? The IRS, among other tax agencies are investing in predictive analytics. Tax Compliance - Predictive Analytical Models. Three Types.

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Taxes Analytics Compliance Resources 58

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

MyBankTracker

FEBRUARY 8, 2021

This is a tax credit you can claim on your 2020 tax return, which you file in 2021. That means people that didn’t get stimulus checks or didn’t get big enough checks can still claim their missing credit on their federal tax returns this year. How These Credits Impact Your Tax Return and Refund.

Taxes 52

Taxes How To Payments Software 52

Abrigo

FEBRUARY 18, 2016

In this webinar, Sageworks is teaming up with Linda Keith CPA again to bring you more great information about tax return analysis. Linda has been a guest speaker on several Sageworks webinars that covered topics like Global Cash Flow , Red Flags for Tax Return Analysis and Making Judgement Calls for Tax Return Analysis.

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Guidelines Analysis Taxes Training 150

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

BankBazaar

JANUARY 15, 2024

This blog navigates the complexities of smart savings, emphasising the power of compound interest, tax-efficient tactics, and the integration of technology to empower people to succeed in safeguarding their financial future. Tax-Efficient Savings: Planning your taxes is a key part of saving money.

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Strategy Taxes Cards Security 78

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.

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Training Compliance Security Examples 294

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