PYMNTS

DECEMBER 12, 2019

The company behind QuickBooks , Intuit , announced it is releasing an expanded suite of online payroll offerings to help small to medium-sized businesses (SMBs) automate payroll and tax filing, according to a press release. The Elite option has tax penalty protection and an on-demand HR advisor.

Taxes 179

Taxes Resources Online Course 179

PYMNTS

MARCH 23, 2018

tax reform on their organizations. Forty-two percent of professionals surveyed said they believe tax reform will lead to significant economic benefits for their organizations, TD Bank said. as a result of tax reform. A new survey from TD Bank suggests corporate treasurers have mixed outlooks on the impact of U.S.

Taxes 100

Taxes Survey Capital Course 100

Abrigo

FEBRUARY 20, 2025

Subscribe Efficiency vs. effectiveness: Why it matters Efficient staff and processes have tremendous value, of course. AI can extract information from tax returns and pull credit checks to speed up underwriting, which is good. Organizational culture and change management Implementing AI is a cultural transformation.

Strategy 195

Strategy Compliance Data Tools 195

PYMNTS

JULY 19, 2018

billion , it is still a more valuable run of commerce activity than Mother’s Day, Father’s Day, Easter and Valentine’s Day combined — which is why state tax holidays placed at the end of July and beginning of August have become so very popular over the last two decades. How Tax Holidays Work. Do Tax Holidays Work? .

Taxes 101

Taxes Trends Massachusetts Louisiana 101

Independent Banker

DECEMBER 31, 2021

To satisfy the banking needs of some commercial and high-net-worth clients, some community banks provide trust and tax strategy services. For some banks, those services include specialty trust and tax strategy services. is one community bank that offers a wide range of trust and tax services. By Don Sadler.

Taxes 91

Taxes Community Bank Community Strategy 91

PYMNTS

MAY 3, 2018

Tax reform played a key role for several corporate successes in the first quarter of 2018. “The optimism generated from corporate tax reform seems to have done little to persuade organizations to spend their cash during the early months of 2018,” Kaitz said in a statement.

Taxes 100

Taxes Analysis Washington Report 100

PYMNTS

APRIL 21, 2020

As he told Webster, “technical debt is like a tax. It’s a tax on agility, productivity and adaptability. It’s a tax that gets built up over time.”. Data management is critical — not just internally between silos, but also as you expand into the cloud,” said Kassam. Moving To The Cloud.

System 208

System Taxes Data Technology 208

Perficient

MARCH 2, 2021

This exercise can seem especially daunting within the SCM application realm, specifically, because the breadth and depth of these capabilities are severely intertwined not just amongst themselves, but also with other parts of the application ecosystem like Finance, Reporting, Tax and Master Data, just to name a few. .

Exercises 322

Exercises Comparison Apple Meeting 322

PYMNTS

FEBRUARY 8, 2018

If death and taxes are sureties, insurance payments rank up there, as people insure homes and autos and apartments against any number of calamitous scenarios. In an interview with PYMNTS, Colin Zalewski, senior product marketing manager for One, Inc., In one example, One, Inc. Consider the process flow of an upcoming payment.

Taxes 101

Taxes Payments social media Policies 101

Abrigo

DECEMBER 10, 2024

The statement provided examples of risk management and other practices that may be effective in combatting this often-underreported crime. Prizes, sweepstakes, and lottery scams: In these scams, victims are told theyve won a prize or lottery but must pay fees or taxes upfront to claim their winnings.

Fraud 195

Fraud Training Software social media 195

BankBazaar

JUNE 25, 2020

With job losses and pay cuts becoming par for the course amid the pandemic, many of us may not have enough money to fulfill our financial commitments. Additional Reading: 3 Toughest Money Management Questions During COVID-19 Crisis. Bucket 4: Tax-Saving Investments. This one consists of your tax-saving investments.

System 148

System Taxes Course US 148

Abrigo

MARCH 13, 2024

Here’s how banks and credit unions with strong CRE risk management can identify weakening property loans, assess them, triage them, and assist with their prognosis and treatment. Beyond a hard money default due to a payment or maturity event, early warning signs for CRE loans typically manifest as a : Failure to pay real estate taxes.

Strategy 221

Strategy Course Meeting Taxes 221

Bank Innovation

MAY 11, 2017

It’s fair to assume then that PSD2 would be a direct continuation of PSD1, correcting the course and setting mistakes right, but it’s not. Of course we are. PSD1 wasn’t a failure but it failed to do everything it set out to do. What do you mean, why not? A lot has changed since then. That’s not the point though.

Regulation 252

Regulation Regional Apple America 252

South State Correspondent

MARCH 30, 2022

Approximately 90% of all community banks believe that they provide an above-average level of customer service (of course, the math cannot work that way, as half of all banks should be providing a below-average level of customer service). How should management go about measuring relationship pricing?

Community Bank 195

Community Bank Resources Community Regional 195

PYMNTS

JANUARY 3, 2020

In an interview with PYMNTS, Liz Armbruester, senior vice president of Global Compliance at Avalara , said 2019 represented a watershed year for tax compliance as states embraced the economic nexus model and passed marketplace facilitator laws. Imposing state taxes on out-of-state sellers is now the new normal, she said.

Online 132

Online Taxes Compliance Missouri 132

PYMNTS

SEPTEMBER 17, 2019

Axa , Natixis , Aviva and Allianz are among asset managers and insurers recruited to invest in helping new tech companies overcome the lack of growth capital. Over the course of the last few years, France’s public investment bank Bpifrance was instrumental in contributing funds. in Palo Alto, told FT.

Taxes 130

Taxes Capital Course National 130

Abrigo

APRIL 14, 2015

One key to successful firm management parallels the elementary school adage, “check your work.” Here are a few questions worth asking yourself, your partners and your staff about what can be learned from busy season: Did we succeed in sticking to the resolutions that you set forth for tax season ? Did we maximize our client meetings?

Taxes 150

Taxes Meeting Resources Video 150

Abrigo

SEPTEMBER 19, 2016

Accounting firms, of course, already know much about clients’ needs through the services you are currently providing. Identifying service opportunities is especially important for firms looking to transition from a focus on compliance services , such as tax and audit, to value-added advisory services that might generate higher margins.

Taxes 150

Taxes Compliance Resources eBook 150

PYMNTS

JULY 6, 2020

To that end, as Steady CEO Adam Roseman told Karen Webster, platforms can help gig workers find steady work, and set and achieve financial goals at the same time — a combination of job search and money management. From an expense-management side, it’s not sustainable to keep ordering from restaurants. Navigating The Platform.

Management 193

Management US Taxes Course 193

PYMNTS

JUNE 29, 2020

When Bolun Li was in high school, a local bank came in and offered a heavily branded PowerPoint presentation about financial services and money management to students who reacted pretty much the way one would expect. Gamifying Financial Education.

Millennials 263

Millennials Taxes Cards Fintech 263

PYMNTS

JUNE 13, 2019

The transactions between businesses are done on an account-to-account basis, as opposed to using the existing correspondent banking network — which, of course, relies on intermediaries. As reported, the launch covers 30 markets globally. Mastercard, Too. Separately, and beyond the U.S.,

Charlotte 189

Charlotte Payments Taxes Course 189

PYMNTS

JANUARY 18, 2019

Zelle’s growth, of course, has the tailwinds of being integrated with the consumer’s mobile banking app – one of the stickiest applications that a consumer has because it is one of the most used. The company recently boosted rates it pays on the accounts, so might we expect more torque in the banking giant’s consumer business?

Course 159

Course Mobile Taxes Metro 159

PYMNTS

FEBRUARY 21, 2019

In a new PYMNTS webinar, Karen Webster and Danielle Lackey, chief legal officer at expense management provider Motus , spoke about those changes, and how companies can get with this trend to save money and even make employees happier. Mileage Misconceptions. Different Programs.

Taxes 128

Taxes San Francisco New York City Case Study 128

PYMNTS

NOVEMBER 16, 2020

We’ve noted that the stage has been set for M&A to ramp up, due in part to lower corporate taxes, which gives firms higher profits, which in turn gives them more money to both extend loans (building up customer bases) and have money in hand to pursue deals. PNC sold its stake in Blackrock for $15 billion, adding to its dealmaking ability.

Google 189

Google Course Strategy Innovation 189

PYMNTS

FEBRUARY 21, 2020

The IRS is committed to fairness in the tax system, and we want to remind people across all income categories that they need to file their taxes,” said Paul Mamo, director of collection operations for the agency’s small business and self-employed division. The iconic door-to-door brand is of course Avon.

Taxes 141

Taxes Course Boston Florida 141

BankBazaar

JUNE 18, 2020

Faced with some tough money management choices amid the COVID-19 outbreak? If your tax slab is 30%, your FD returns will be taxed to that extent, unless you’re a senior citizen eligible for certain income tax bene?ts after income tax and that is your e?ective ective post-tax return (refer to Table 2).

Management 78

Management Taxes Examples Capital 78

PYMNTS

DECEMBER 8, 2020

Panelists joining PYMNTS CEO Karen Webster included Ingo Money CEO Drew Edwards ; Wells Fargo Senior Vice President, Head of Global Payables, Treasury Management Michelle Ziolkowski ; and J.P. Morgan Managing Director Industry Head for Public Sector Treasury Services, Wholesale Payments Eva Robinson. Tech-driven ways, of course.

Payments 183

Payments Fraud Taxes Tools 183

PYMNTS

JANUARY 28, 2019

The rules mandate that eCommerce marketplaces operated by tech juggernauts such as Amazon and Flipkart (and, by extension, Walmart , which owns 77 percent of Flipkart) won’t be able to sell offerings that come from companies in which they have equity stakes – translating into part-ownership, of course. In tandem, more than 1.1

Course 188

Course National Online Google 188

Abrigo

AUGUST 11, 2016

If you think back to the start of your accounting career – whether it was 40 years ago or four – much has changed in the intervening years: technology, of course, tax laws, professional standards, even workplace traditions. Son : Mind. Some of these changes occurred slowly, while others seem to have happened overnight.

Trends 150

Trends Taxes Chicago Technology 150

PYMNTS

AUGUST 3, 2020

Instacart offers a compelling case study, as it has come to dominate the third-party grocery delivery market over the course of the pandemic partly because it brought online ordering to brick-and-mortar supermarkets that previously had limited capabilities. as W-2 employees. million workers.

Payments 211

Payments Taxes Case Study Examples 211

South State Correspondent

JANUARY 25, 2024

Having LLM access also helps manage pre and post-processing prompts by giving LAMs contexts, filtering answers, and cross-checking answers or actions to improve accuracy. For example, the LAM will be secure and will have access to a user’s driver’s license, photo, tax records, and W-2s.

Examples 370

Examples Security User Experience Data 370

PYMNTS

OCTOBER 15, 2018

Suppliers, of course, want to collect on receivables outstanding, getting cash into accounts for goods and services provided. Across it all lies the friction of accounts payable (AP) and payment management workflow, rendered inefficient by paper-based processes. The shift toward automation can pay dividends.

Payments 188

Payments Course Compliance Regulation 188

Abrigo

MAY 2, 2017

Attend any conference, webinar or professional development course and you will most likely hear the buzz on the importance of becoming more relevant to your clients, adding advisory services and delivering more value. Rely on annual revenue that is much less dependent on 100-hour work weeks during tax season.

How To 150

How To Taxes System Compliance 150

PYMNTS

DECEMBER 21, 2018

Payroll, she noted, is particularly feared because labor is usually clients’ largest cost, and trying to manage it is extremely time-consuming. The people say, ‘We started this firm because this is what we love doing, and we want to spend time on the things we love. And we want to outsource and eliminate the rest,’” she said.

Taxes 187

Taxes Management Retail Training 187

Abrigo

MAY 10, 2021

Takeaway 2 Process management features of a loan origination system help manage the workflow, from analysis through closing. A loan origination system (LOS) should perform several basic functions to automate and manage the end-to-end steps in the commercial loan process. LOS process management features.

System 195

System Lending Analysis Software 195

PYMNTS

MARCH 23, 2020

The cascade effect of multi-state lockdowns has had a chilling effect on any number of verticals, from airlines, of course, to hotels. To get a sense of how deep the disruption has been, she told Webster that her husband runs an accounting, tax and financial consulting business for smaller firms such as restaurants and day care facilities.

New York 183

New York Course Massachusetts Industry 183

PYMNTS

DECEMBER 12, 2017

And as companies large and small extend their markets beyond domestic ones, finding new audiences across borders, supply chains — both digital and physical — are getting longer, not shorter, and are becoming more complex to manage. Tax and logistics issues aside, effective supply chain solutions also mean getting paid on time.

Taxes 103

Taxes Management Software Marketing 103