PYMNTS

JANUARY 19, 2021

But reaching a broader range of consumers, accommodating their payment preferences, and satisfying regulatory and tax issues in unfamiliar territory introduces a host of new operational challenges for these companies. As the seller of record, we manage the filing, the collection and the remittance of taxes in every jurisdiction.”.

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PYMNTS

NOVEMBER 26, 2019

Businesses depend on the public services tax revenues pay for: roads that facilitate deliveries, courts where firms resolve legal disputes and regulators that help protect businesses from fraud. Even businesses eager to pay their share, however, may feel that complying with tax laws is complicated. . SSUTA’s Role in South Dakota v.

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Abrigo

FEBRUARY 7, 2023

You might also like this webinar, "How to manage a high-performing construction loan portfolio." WATCH Takeaway 1 The OCC recommends that construction lending risk be managed by specialized real estate and construction lenders who report to the credit department. Takeaway 2 Construction lending risk is unique.

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Abrigo

MAY 2, 2017

While it sounds great in theory and everyone agrees, just how is this to be accomplished when most of your efforts are currently focused on finding new clients for the seeming financial security of gaining a heap of tax and compliance work? Rely on annual revenue that is much less dependent on 100-hour work weeks during tax season.

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PYMNTS

OCTOBER 1, 2019

Key international negotiations surrounding Brexit stand to reshape global eCommerce, including the kinds and amounts of taxes that online marketplaces will face. 31 whether or not a deal is signed, however, leaving businesses to guess how they should prepare for any new tax compliance obligations that could be set in motion.

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PYMNTS

DECEMBER 30, 2019

Merchants’ marketing departments may find bundling useful, but their accountants are less likely to see it positively — determining individual items’ tax obligations in the different states into which they are sold can be challenging, and putting offerings into bundles only magnifies complexities. Unpacking States’ Unbundling Policies .

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PYMNTS

SEPTEMBER 30, 2019

Scrutiny of tech firms is spreading across the globe, hinting at broader regulations over privacy and, possibly, bigger tax bills. In one example, Indonesia is “already preparing legislation” that would require tech companies with online services to pay value-added tax on local sales, the report noted. Libra, Too.

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Abrigo

MARCH 12, 2025

Reminding them to research a charitys annual reports, tax forms, and audits or speak with a representative before donating. Disaster fraud scammers may pose as Federal Emergency Management Agency (FEMA), the Small Business Administration (SBA), or other government agencies using domain names similar to these well-known organizations.

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Abrigo

FEBRUARY 6, 2025

CRBs frequently face difficulties securing loans or even maintaining a bank account, leaving them to manage their cash businesses outside of traditional financial institutions. Lending to CRBs supports local economies by fueling job creation, boosting tax revenue, and promoting community growth. Next, set clear internal policies.

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South State Correspondent

MARCH 16, 2022

To make it into the podium, bankers must not only understand how to work with structural components but how to position them for the most efficient application of the creation of value. In this article, we focus on prepayment provisions and look at how a past gold medal winner does it. This is by far the most common provision.

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BankBazaar

APRIL 29, 2020

Therefore, smart money management is critical to survival through this period. HOW TO MANAGE CASH. The dos and don’ts of liquidity management. Also know the tax implications of the liquidation as well as the costs of liquidation such as penalties or exit loads. HOW TO MANAGE LOANS. AVOID PANIC.

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Abrigo

MARCH 31, 2020

Banks and credit unions are scrambling to determine how to become eligible to originate Paycheck Protection Program loans under the Coronavirus Aid, Relief, and Economic Security (CARES) Act. 15 and verify the borrower had employees for whom they paid salaries and payroll taxes. Lending & Credit Risk. SBA Lending. Learn More.

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PYMNTS

SEPTEMBER 24, 2019

As commerce has, increasingly, moved into the digital realm, and even the smallest merchants have gone omnichannel, tax policy has evolved as well — although perhaps it may be more apt to say tax policy has scrambled to keep up. Thus far, a bit more than a year after the ruling, tax policy remains fragmented.

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PYMNTS

JANUARY 25, 2021

Amazon Plans to Raise Fees for Companies in Wake of New Digital Tax in Spain . After Spain’s government levied a new digital tax, Amazon plans to increase fees by 3 percent starting in April for Spanish firms harnessing its platform, Reuters reported. Google Raises Specter of Making Search Inaccessible in Australia.

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South State Correspondent

OCTOBER 4, 2022

In this article, we would like to share best practices of how lenders advise borrowers on planning for the future path of interest rates and how borrowers should structure their balance sheets to better manage future cash flows. How should we respond to borrowers who seek our advice on the future path of interest rates?

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PYMNTS

SEPTEMBER 26, 2018

He is also CEO of his new venture Genesis , a company formed to provide consulting and asset management services in the context of cryptocurrencies. ” Furthermore, many of these projects raising funds lack the resources and internal staff to manage that pressure or other more typical challenges, like marketing and branding.

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Abrigo

FEBRUARY 20, 2025

AI can extract information from tax returns and pull credit checks to speed up underwriting, which is good. How to rethink workflows Here are a few steps that will help financial institutions make this transformation happen: Map out existing workflows : Document every step involved in current workflows.

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Abrigo

NOVEMBER 6, 2019

Learn how to streamline your loan origination process. Technology allows for credit unions to streamline their lending process by electronically spreading tax returns, reducing and eliminating manual data entry, automatically scoring and decisioning loans, and more. How to Increase Member Business Lending. Talk to an expert.

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Abrigo

DECEMBER 7, 2021

Inherent risk is any activity or factor posed to the financial institution, notwithstanding applying any management or risk mitigation tools. After adjusting the inherent risk for the institution’s risk management controls, residual risk represents the bank or credit union’s current risk. If so, how is this monitored?

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Abrigo

OCTOBER 18, 2016

The following is an excerpt from the Sageworks whitepaper "How to Improve Financial Presentations to Clients". Numbers are the starting point for most business decisions, whether it be seeking a bank loan to start or expand a business, obtaining board approval for a new project or clearing a new hire with a manager.

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Abrigo

MARCH 29, 2017

Since leaving public accounting, she has been an internal auditor, a tax preparer and a controller. She shared her expertise in a recent Sageworks webinar, “ How to Increase Efficiency and Minimize Risk in the Audit Process.” The goal is to do less work while managing an appropriate level of risk.

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Abrigo

JANUARY 29, 2020

“This advisory reminds financial institutions engaged in agricultural lending to maintain sound underwriting standards, strong credit and administration practices, effective risk management strategies, and appropriate allowances for losses and capital levels through the credit cycle,” the FDIC statement said. Here’s How to Gain it Back.

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PYMNTS

APRIL 27, 2020

Nothing brings money to top of mind like tax season — and tax refunds and stimulus payments , doled out in the wake of a pandemic known as the coronavirus. The trillions of dollars in stimulus funding and tax refunds being extended to families, individuals and businesses is coming — but slowly. Tax refunds? Very slowly.

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Abrigo

DECEMBER 3, 2015

Sageworks, a provider of credit risk and portfolio management solutions , regularly hosts complimentary webinars for banks and credit unions. In this webinar, Linda Keith of Linda Keith CPA cut through the confusion to clarify choices available and how to make them.

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PYMNTS

DECEMBER 18, 2018

Technology may be enabling automation in small business (SMB) accounting and financial management, but rather than cutting out the need for human accountants in the field, this tech disruption is supporting a change in the profession. This means that in the SMB FinServ space, there is a significant market opportunity to target the accountant.

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Ublocal

FEBRUARY 27, 2024

Wealth management is an integral part of successful estate planning, helping you locate and catalog your assets while maintaining and growing your wealth—so you can secure your legacy and provide for your family’s future.

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Abrigo

OCTOBER 17, 2014

Many of those clients will be facing major life and business decisions in the near future as they approach retirement age, presenting a unique opportunity for accountants to assist them through services that go beyond tax preparation. Join “ How to Prepare for Booming Growth in Valuation Services ” on Oct. 21 at 1 p.m.

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South State Correspondent

MARCH 21, 2023

ERC gave eligible businesses a refundable tax credit of up to 50% of $10,000 for qualified wages paid per employee. Community banks can now white label this same product to onboard and process employee retention tax credits for the bank’s small business customers AND prospects. In 2020, the U.S.

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PYMNTS

MARCH 13, 2019

Those fights were over retirement savings 18 percent of the time, having enough money to pay bills 14 percent of the time and how to pay off debt about 12 percent of the time. Transparency is one theme: 40 percent of participants in the study noted they do not fully trust their partner to manage their combined finances.

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Perficient

JANUARY 29, 2021

How to prepare Supplier and Customer data for conversion into the Oracle Cloud Financials? Ideally, this is a person or persons central to the creation and management of Supplier and Customer data. Whether County information is needed to support US Sales and Use Tax and if so, Counties are present where needed. Taxpayer ID’s.

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PYMNTS

MAY 31, 2017

Wave’s approach to enhancing SMBs’ handle on cash management is a bit different. This unified platform keeps all of the data across these metrics in a single place, making it easier part time accountant or bookkeeper come tax time, Sand bringing cash flow predictability much closer to the small business. and she has Wave.

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Abrigo

JUNE 30, 2017

percent provide tax preparation services. percent provide tax preparation services. As described in the Journal of Accountancy’s Consulting services can grow your firm—if managed properly , this trend of moving towards consulting services exemplifies the new strategy many accounting firms have adopted. Whereas 77.7 Whereas 77.7

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BankBazaar

JULY 11, 2020

We’re already in the second quarter of the financial year and you should ideally be done with tax planning for the year. Here’s how you can save a little more besides the usual 80C. Most people think that they have limited means of saving tax. Here’s a list of lesser-known tax deductions that most people aren’t aware of.

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BankBazaar

NOVEMBER 13, 2024

Pay More Than the Minimum Each Month: While paying the minimum on your Credit Card bill may seem manageable, it often leads to lingering debt due to accumulating interest. Here’s how to choose a card that works for you: Identify Your Needs: Are you looking to earn rewards on groceries, fuel, or travel?

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Perficient

JULY 27, 2020

Technology – Is your ERP, OMS, and Warehouse Management system set up to handle these types of orders compared to the bulk orders that you might be shipping today? How are you handling sales tax in various states that you might serve through a B2C channel? Do you have a support team set up to handle B2C calls and questions?

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Abrigo

JANUARY 7, 2021

Relevant tax forms, quarterly financial statements, or bank statements are acceptable documentation. All other items, such as subcontractor costs, reimbursements for purchases a contractor makes at a customer's request, investment income, and employee-based costs such as payroll taxes, may not be excluded from gross receipts. .

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PYMNTS

AUGUST 14, 2019

New Zealand tax authorities published a ruling this month that includes guidance for employers that wish to pay their staff in cryptocurrency. Tax regulators noted that businesses can use foreign exchanges to facilitate their crypto payments, and offered guidance on how to calculate PAYE taxes and levies when paying in crypto. “If

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