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

JANUARY 22, 2018

And the wild ride, of course, continues. The rumors were enough to send several dozen brethren down in crypto-land, as Barron’s noted that the top 60 coins — ranked by market cap — slipped in tandem with bitcoin. The tax announcement comes on the heels of emergency meetings by finance ministers.

Taxes 111

Taxes Bitcoin cryptocurrency Regulation 111

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.

Taxes 170

Taxes Guidelines Maine Regional 170

Jeff For Banks

JULY 1, 2024

Financial Markets Update – Second Quarter 2024 A dream vacation! That and getting consumed by Euro 2024 and Copa America soccer and of course, the Phillies. The same Conference Board reversed course and now says there is a “fragile outlook,” making themselves look ridiculous as the LEI continued its descent. for 2024 and 2.0%

Marketing 153

Marketing Conference Policies Survey 153

PYMNTS

JANUARY 26, 2018

And lest you think changes in tax policy sow confusion only in the United States, think again. Bitcoin breeched a key psychological barrier on news that the South Korean government would tax income earned by virtual currency exchanges to the tune of 24.2 This past week saw a wild ride. Both are not optimal mediums.

Bitcoin 123

Bitcoin Taxes cryptocurrency Regulation 123

Jeff For Banks

MARCH 21, 2024

In the markets, we watched helplessly as real GDP plummeted -5% in 1Q20 and -31% in 2Q20 before rebounding by +33% in 3Q20. I’ve previously theorized that China would try to reclaim its global market share lost during the pandemic by flooding the markets with cheaper goods. This development could give us good news on inflation.

Marketing 143

Marketing Policies Report Atlanta 143

PYMNTS

NOVEMBER 30, 2017

Certain names also gained positive sentiment, Reuters reported , sparked by lower taxes and relatively higher interest rates that could be in the offing from the Fed by the end of this year. The tech-heavy NASDAQ slipped in its biggest single-day drop in more than three months on Wednesday (Nov. The NASDAQ was off 1.3 percent on the day.

Marketing 100

Marketing Taxes Groups Course 100

PYMNTS

DECEMBER 7, 2017

Nine years is a long time for anything to run — a TV show, your car, a bowling league — especially so the bull market that has stretched into the present day. The focus of that piece, cited by ValueWalk and other outlets, is, of course, when it all might end and how. And in the case of the ever-levitating markets, risk is indeed real.

Marketing 101

Marketing America Policies Taxes 101

PYMNTS

DECEMBER 10, 2018

While entrepreneurs continue to reflect record-level optimism, their top concerns are increasingly including the tight labor market and the importance of retaining staff in such a climate. “And that’s the way the market economy works, for better or worse.” How did small businesses fare in job growth last month?

Marketing 148

Marketing Data Survey America 148

South State Correspondent

NOVEMBER 29, 2023

One of the lessons that was driven home at the recent American Banker Small Business Banking Conference in Nashville was the difference in marketing between large national banks and community banks, particularly deposit marketing. The data would indicate not marketing to a new customer is a mistake. There is a reason for this.

Marketing 195

Marketing Regional National Nashville 195

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

South State Correspondent

JULY 14, 2022

tax-free, 4.7% tax-free, 6.0% Prices in the municipal sector were rich over the past year and that slowed growth, despite offering some of the best tax-equivalent yields for traditional bank investments. The first quarter of 2022, despite rising market rates, saw stable yields closing the quarter at 1.80%.

Trends 195

Trends Taxes Marketing Meeting 195

PYMNTS

FEBRUARY 14, 2018

which has been long-dormant, benign and perhaps even forgotten about as a factor in the markets. That is, until the rumblings have rumbled, of course. Broadly speaking, inflation eats at real returns on investments and elsewhere, nibbling at purchasing power and at corporate margins as costs rise — tax cuts notwithstanding.

Marketing 108

Marketing Atlanta Trends Taxes 108

South State Correspondent

NOVEMBER 14, 2024

The insight here is that if you price and market the product correctly, instant payments will not only start to cannibalize other payment channels such as cash, checks, and wires, but it will also have a set of other attributes impacting bank performance. The intensity color within the cell represents the degree of dominance of that category.

Payments 195

Payments Study Survey Data 195

Abrigo

MARCH 13, 2024

No, it’s the current situation in the commercial real estate (CRE) market tied to the threat that distressed and problem CRE loans pose to investors, banks and credit unions, and the economy at large. The bank or credit union can even lose the collateral (in the event of a tax deed sale or casualty event with no insurance coverage).

Strategy 221

Strategy Course Meeting Taxes 221

Abrigo

MARCH 31, 2015

Unlike many traditional accounting services, such as tax preparation and auditing, valuation work is often a one-and-done kind of engagement. Try to incorporate networking and marketing with activities you already enjoy. As a result, bringing in new clients is a top priority for valuation and forensic accountants. Are you a golfer?

Marketing 150

Marketing Meeting Case Study Course 150

PYMNTS

SEPTEMBER 15, 2020

Emerging markets have their own challenges when it comes to banking, where big, traditional financial institutions (FIs) are anything but efficient. For the traditional FIs, evolution is slow, he said, in what has traditionally been a “swipe” market, and where in a swipe market, fraud has traditionally been borne by the issuer.

System 258

System Operations Fintech Taxes 258

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

NOVEMBER 30, 2017

At the very moment the period is being put on the end of this sentence, the equities markets are roaring ahead. The headlines may be centered on the fact that investors are stoked over tax reform, which means higher profits for corporates, which then means fatter bottom lines. Not just on your cappuccino. In your portfolio.

Marketing 100

Marketing Taxes Apple Course 100

PYMNTS

SEPTEMBER 21, 2020

The Telecom Regulatory Authority of India (Trai) has decided not to put over-the-top (OTT) companies like WhatsApp, Facebook and Viber under a regulatory umbrella, leaving their operations up to market forces instead, the Financial Express reported. EU Undecided Whether To Appeal Ruling Upholding Apple’s Irish Tax Breaks .

Google 147

Google Taxes Compliance Regulation 147

PYMNTS

OCTOBER 23, 2020

We are maintaining our store presence, market coverage particularly in markets that are needed to support the digital business. So at the end of the day, we are a true omnichannel retailer, and the key here is flexibility particularly as the pandemic runs its course.”. We don't want to create a dead zone.

Strategy 150

Strategy Chicago Taxes Retail 150

PYMNTS

DECEMBER 27, 2020

Only $100 billion of that tally came from traditional listings (that would be the IPO, of course). US News and World Report, for example, noted that there is still room for new (and significant) listings to come to market in 2021, with names such as Robinhood, Instacart and Stripe on the likely docket. Earlier in the month, the U.S.

New York 270

New York US Examples Training 270

PYMNTS

FEBRUARY 21, 2020

With direct marketing hit by robocall abuse and the National Do Not Call Registry , direct-to-consumer (D2C) brands and other not-so-usual suspects are looking into and in some cases reinstating door-to-door sales. We want to ensure taxpayers know their options to get right with their taxes and avoid bigger issues later.”.

Taxes 141

Taxes Boston Course Florida 141

PYMNTS

OCTOBER 1, 2019

Mayo said, according to the outlet, “It’s been a rocky 25-year marriage for banking and technology, but it’s finally getting on course.”. Cloud computing, on the other hand, could bring in significant savings, while Big Data would enable “more surgical marketing.”.

Technology 217

Technology FDIC US Big Data 217

PYMNTS

FEBRUARY 1, 2021

economy and jobs market will take years to recover from the coronavirus economic crash. Over the course of the coming year, vaccination is expected to greatly reduce the number of new cases of COVID-19, the disease caused by the coronavirus,” the CBO said. A new report predicts the U.S. percent to the level of GDP this year and next.

Taxes 150

Taxes Analysis Course Report 150

South State Correspondent

MAY 30, 2023

In the dotted red line are forward rates at specific periods (the last four red lines are labeled and highlight how quickly the market keeps changing its mind). But lenders do not need to predict interest rates to be valuable to their clients. Therefore, fixed-rate for longer terms may be the best fit for these borrowers.

Examples 195

Examples Course Community Management 195

PYMNTS

AUGUST 14, 2020

To see just how fierce the battle for the ecosystem can be, consider the lawsuits filed against Google and Apple by Epic, marked by similar claims that the tech juggernauts are abusing their respective market positions and creating lopsided playing fields – in essence, harming end consumers.

Google 206

Google Apple Payments Taxes 206

Abrigo

SEPTEMBER 19, 2016

Market research in the U.S. is a $20 billion industry, according to industry-market researcher IBISWorld , indicating that U.S. Accounting firms, of course, already know much about clients’ needs through the services you are currently providing.

Taxes 150

Taxes Compliance eBook Resources 150

PYMNTS

JULY 27, 2018

Tipalti, for example, can help clients with many steps in the tax compliance process. It can gather, validate and digitize tax forms, get a clean vendor master record and conduct supplier onboarding and withholding. Of course, the last procedure in the process is tax filing, and that’s where a partner steps in.

Taxes 100

Taxes Examples Compliance Course 100

PYMNTS

MAY 14, 2020

Such Parisian sites as the Eiffel Tower, the Left Bank and the now fired-damaged Cathedral of Notre Dame are of course world famous — and help fuel the tourism ecosystem of hotels, restaurants and cafes. Airbnb has been fighting with the French government over such issues as providing data to tax authorities.

Taxes 148

Taxes Course Industry Regulation 148

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. For any company to reach a new audience, each market presents its own challenges.

Taxes 103

Taxes Management Software Marketing 103

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

South State Correspondent

SEPTEMBER 16, 2022

To derive the cost of a loan, you start with your sales and marketing costs and add to that the cost of taking an application and processing that loan to a decision. Add in the sales and marketing costs and the cost of onboarding and funding, and banks average about $11,319 per loan or an amortized amount of $2,412 per year (below).

Analytics 195

Analytics Lending Data Groups 195

PYMNTS

MAY 23, 2018

The company will also offer drivers car and SUV rentals, education on taxes and additional support services. million, by more than double during the course of the coming five years. The company also said its market share is over 40 percent in 16 U.S. markets and that it has a majority share in “multiple” markets.

Taxes 102

Taxes Course Marketing National 102

PYMNTS

NOVEMBER 19, 2019

The compliance burden of a legal marijuana business having to manage regulations that vary by state, and between the state and federal level, has created a banking conundrum for a market forced to rely heavily on cash. But the compliance challenges associated with this market are not easily (or quickly) addressed.

Company 109

Company Compliance Payments Taxes 109

PYMNTS

JANUARY 27, 2020

In fact, interest in such games “has soared in the past year, with some companies aggressively targeting collectors from more established markets,” according to the report. But there is always some kind of market for collectibles, and not just video games from a generation ago. Take the general toy market. Flip and Profit.

Video 226

Video Trends New York Report 226

PYMNTS

JANUARY 17, 2017

And in November, sheer supply of cash was whittled down drastically, as the government took roughly half of the physical store of notes out of circulation, part of a wider plan to crack down on corruption and help improve tax collection. And yet toughly 98 percent of transactions rely on cash changing hands.

Taxes 100

Taxes Course Retail Industry 100