Abrigo

APRIL 19, 2022

You might also like this webinar on assessing global cash flow. Not analyzing (or requesting) all of the necessary tax forms Tax returns and their supporting schedules are vital to performing a GCF analysis correctly. Watch the webinar. Takeaway 1 Consolidate business and personal accounts.

Analysis 195

Analysis Taxes Lending Examples 195

Abrigo

MAY 11, 2021

You might also like this webinar on assessing global cash flow. In an informal poll during the webinar, attendees were asked about their effectiveness creating and utilizing global cash flow analysis in the lending process. Watch the webinar. When to use GCF at your institution. 20/30/50 split over three years).

Analysis 195

Analysis Lending Taxes Comparison 195

Abrigo

DECEMBER 18, 2023

You might also like this webinar on credit department housekeeping. They explained adopting a more nuanced approach during a recent Abrigo webinar for bankers. Learn more about effective risk rating systems in this on-demand webinar. If they can’t do that, you’re going to have a problem.”

Risk Management 221

Risk Management Management Lending Capital 221

Abrigo

SEPTEMBER 21, 2021

Cooley has led webinars for Abrigo on loan review for banks and loan review for credit unions , and he describes those traits in the webinars, along with the strategic advantages of loan review. Watch the video above, a preview of the webinars, or continue reading to learn more. Watch Webinar. Keep me informed.

Video 195

Video Analysis Risk Management Training 195

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. .

Taxes 195

Taxes Lending Connecticut Capital 195

Abrigo

MAY 22, 2020

CRBs are real, essential businesses paying federal taxes, and many argue that they should be included in federal programs. During the recent Abrigo webinar, “ The Opportunity Cost of Avoiding Cannabis Banking During COVID-19 ,” just 14% of respondents answered that they are already banking CRBs in a poll. learn more. C&I Loans.

Lending 195

Lending Industry Taxes Community 195

Abrigo

MARCH 3, 2023

You might also like this webinar, "Proactive measures to protect against check fraud and fraud loss." Fraudsters will steal personal checks, business checks, tax refund checks, and checks related to government assistance programs. Losses from check fraud total $18 billion annually, representing more than a million checks daily.

Fraud 195

Fraud United States Trends Software 195

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 Compliance System 150

Abrigo

JUNE 29, 2017

During a recent Sageworks webinar , Linda Keith, CPA, covered the top questions she gets from bankers on k-1’s, pass-throughs and global cash flow analysis. View the webinar recording to see Keith’s answers to all 15 questions. Keith averages 60 people on her site per day looking for insight on this question.

Analysis 150

Analysis Guidelines Taxes Training 150

Abrigo

MAY 1, 2020

or who received annualized pay of more than $100,000 during any period in 2019; state and local employer taxes assessed on an employee’s compensation (i.e., State Unemployment Tax Act, or SUTA) during the eight-week covered period Employee counts : The average number of FTEs per month for both the eight-week period and either a) Feb.

Taxes 195

Taxes Lending Payments Report 195

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. That rate — so often treated as a holy, infallible commandment — is anything but. Different Programs.

Taxes 128

Taxes San Francisco New York City Case Study 128

Abrigo

JULY 17, 2017

Shimamoto is leading a Sageworks webinar on July 20, “ Expanding Your Firm’s Advisory Services ,” to share information about commonly used professional frameworks for providing advisory services. To learn more about taking a unified approach to expanding advisory services, listen to the webinar, “ Expanding Your Firm’s Advisory Services.”

Honolulu 150

Honolulu Taxes eBook Leadership 150

Abrigo

JANUARY 11, 2017

In a recent Sageworks webinar, The Rise of the Accounting Entrepreneur , Jason Blumer compared the accounting industry today to that of the past, and explained how accountants today can lead their firms to greater financial success while finding greater personal fulfillment by becoming entrepreneurs. It isn’t what most people think.

Taxes 150

Taxes Compliance How To Innovation 150

Abrigo

NOVEMBER 17, 2023

You might also like this on-demand webinar on the red flags of emerging CRE risk. Stop manual tax-data entry. Stop : Entering tax return data into a spreadsheet, then checking the spreadsheet for accuracy to begin the underwriting process. Learn where to find opportunities for improvement. Easily upload and import the data.

Lending 221

Lending Software System Taxes 221

Abrigo

NOVEMBER 7, 2016

Tolin, who recently led a Sageworks webinar for accountants on launching new services, noted that the Oreo cookie has been around for many decades, and it has probably been in the mature stage of its life cycle for a while. Your accounting, audit and tax services -- they’re all pretty much mature services,” she said. How do I innovate?

Taxes 170

Taxes Innovation Examples Case Study 170

Abrigo

AUGUST 28, 2022

You might also like this webinar, "Position yourself for high-yielding ag loan growth." If lenders for one line of business spread tax returns into financial statements one way and lenders from another business line do it differently, the reliability and objectivity of loan decisions are questionable. download whitepaper. Whitepaper.

Lending 195

Lending System Analysis Data 195

Abrigo

JANUARY 17, 2023

You might also like this on-demand webinar, "Strategies to grow your commercial loan portfolio." The customer portal for requesting financials and tax returns. However, there are five big reasons to automate SMB/Commercial Lending now. They are: . Digital lending. Why automate SMB/commercial lending? This has several bonuses.

Lending 195

Lending System Customer Experience Case Study 195

Abrigo

MAY 12, 2015

One of the more challenging components of tax return analysis is analyzing global cash flow with multiple pass-through entities – especially without double-counting or leaving cash flow out. More than 270 lenders joined the webinar, and 57 questions were asked. How many years of tax returns should be used?

Guidelines 150

Guidelines Taxes Video How To 150

Abrigo

OCTOBER 27, 2016

Whether you are performing managerial accounting, financial accounting or tax accounting, your firm can grow by exploring other services that you may be able to provide for each client. Just like you may have a tax solution set up in a box, set up specific solutions to objectives in a “packaged box” for clients.

Taxes 150

Taxes social media Examples Community 150

Independent Banker

NOVEMBER 30, 2021

I know most tax accountants preach that we should sell bonds at a loss instead of gains, because that speeds up the income tax liability. But be careful: Tax-free munis are the last ones you want to sell at gains.”. Vining Sparks’ Marty Mosby presents his quarterly Bank Advisory and Strategic Services webinar on Dec.

Community 126

Community Community Bank Taxes Security 126

Abrigo

MARCH 13, 2024

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. 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). Failure to maintain the property.

Strategy 221

Strategy Course Meeting Taxes 221

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., percent rate.

Industry 207

Industry Taxes Conference Examples 207

Abrigo

SEPTEMBER 19, 2016

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. After all, accountants are commonly known as providing services such as tax preparation and audits.

Taxes 150

Taxes Compliance eBook Resources 150

PYMNTS

JUNE 25, 2018

Marry tech and talent, then risk management can pay dividends, notes an upcoming PYMNTS webinar. In advance of the upcoming webinar titled “RegTech: Transforming Compliance Through Enabling Technology,” Clayton Mitchell, principal of Crowe Horwath , stated that RegTech’s effectiveness can be limited by internal factors.

Risk Management 167

Risk Management Management Strategy Compliance 167

Abrigo

MAY 23, 2017

While some believe the fear mongering is overdone, many firms in the accounting profession are nonetheless seeking to move from the kind of backward-looking compliance work (such as tax preparation and auditing) that is increasingly automated. Nearly 150 webinar participants answered this question in the informal poll.

eBook 150

eBook Compliance Taxes Study 150

Abrigo

SEPTEMBER 20, 2017

A really important estimate Using a number for reasonable compensation that results in a valuation that is too high or too low can cause issues when it comes to alimony payments, gift and estate taxes, regulations, etc., Learn more during the webinar, " Keys to the Never-Ending Search for Reasonable Valuation Compensation."

Examples 170

Examples Taxes Resources Survey 170

Abrigo

NOVEMBER 13, 2023

Read the 2023 Loan Review Survey results for expert analyses of emerging trends WATCH WEBINAR Takeaway 1 Annual loan review is separate from covenant testing and underwriting, but many banks conflate these processes. Make sure to look at lien perfection, tax payments, and insurance. You don’t want to be in that situation.”

Analysis 195

Analysis Lending System Survey 195

Abrigo

JANUARY 6, 2017

Accountingfly CEO Jeff Phillips will lead a webinar on recruiting and hiring an advisory services team on Jan. Additional resources Webinar replay: Everyday Technology for Everyday Challenges : Free or Low-Cost Tech Solutions to Help Grow Your Firm. Register here.)

Trends 218

Trends blockchain Taxes Survey 218

Abrigo

DECEMBER 4, 2020

When deciding upon the new lower proposed threshold to both rules, the Agencies considered the usefulness of transaction information associated with smaller transaction amounts in criminal, tax, or regulatory investigations, and in intelligence activities to protect against international terrorism. Watch Webinar. keep me informed.

Regulation 195

Regulation Lending Taxes Data 195

Abrigo

JUNE 29, 2022

You might also like this webinar, "How to Position Yourself for High-Yielding Ag Loan Growth." Property taxes/fees: 1.4% Learn more about the ag outlook with this webinar, "Position Yourself for High-Yielding Ag Loan Growth". Watch Webinar. More Unpredictable Than 2019-2021. The general U.S. agricultural sector outlook.

Kansas City 195

Kansas City Kansas Lending Oklahoma 195

Abrigo

FEBRUARY 7, 2023

You might also like this webinar, "How to manage a high-performing construction loan portfolio." How construction administration units mitigate construction lending risk Construction lending involves unique risks and requires specialized processes. Could your institution benefit from forming a real estate and construction administration unit?

Lending 195

Lending Management Risk Management Software 195

Abrigo

MAY 16, 2017

Many CPAs spend the bulk of their careers bearing up under the weight of their tax and compliance workload while bringing in revenues that fall short, given the time and effort invested in a compressed timeframe. Developing predictable revenue streams can help your firm grow in ways you may not have initially thought possible.

eBook 150

eBook Taxes System How To 150

Abrigo

SEPTEMBER 6, 2017

In a recent Sageworks webinar, “Best Practices for Automating Simple Member Business Relationships,” Vice President of Strategy at Sageworks Peter Brown discusses ways to improve borrower satisfaction. People want money - that is why borrowers come to you.

Survey 150

Survey Taxes Comparison Fintech 150

Abrigo

SEPTEMBER 26, 2016

If so, it might be time to learn how you can elevate your role as a CPA from a finance or tax advisor to one of a business consultant. In a recent Sageworks webinar , Katie Tolin of CPA Growth Guides explained how to build revenue and client relationships by making the transition to “business consulting."

Meeting 150

Meeting Analytics Taxes How To 150

Abrigo

JULY 20, 2024

Digital engagement : CRE credit risk management tends to focus primarily on annual tax returns and rent rolls, while C&I lending relies on higher-frequency reporting. Watch this webinar for tips to maintain an efficient credit process at banks and credit unions. Being ready to capture a share of the $1.7

Lending 195

Lending Risk Management Management Capital 195

South State Correspondent

OCTOBER 4, 2023

Build a campaign to acquire new customers or, at a minimum, remind your current customers to save for taxes, incentive compensation, emergencies, or any number of other items. Look for news events such as government shutdowns, tax law changes, or disaster preparedness to amplify your marketing.

Marketing 195

Marketing Taxes Training Management 195

Abrigo

FEBRUARY 27, 2020

For example, an online loan application that feeds into a credit analysis solution allows the borrower to enter personal and financial information, such as tax returns , at their convenience, even outside institution business hours. The sample, while not necessarily representative of the entire universe of U.S. Lending & Credit Risk.

Lending 243

Lending Survey Data System 243