Complysci

JANUARY 25, 2023

Regardless of what schedule your brokerage firm uses, your firm’s compliance team is tasked by regulatory bodies with the responsibility to ensure all covered employees have completed required certifications year after year. How does it work? A well-designed technology-enabled certification platform will include: Question sets. Branching logic.

Compliance 52

Compliance Technology 52

Equilest

SEPTEMBER 20, 2022

They requested that the design be done using Photoshop software, as we believed this was the standard. Have you wondered why Adobe has acquired Figma? Here is a possible reason. In 2009 we built a SAAS project - intended for Israeli lawyers in the field of torts - nezikist. 10 years have passed. The resulting dashboard was a success story.

Marketability 40

Marketability Business Valuation Equity 40

Lighter Capital

JANUARY 12, 2024

There comes a time in a startup's journey to success when entrepreneurs need to raise their first round of growth capital. When you first had that great idea, you may have raised money from friends and family or seed capital from angel investors to get your startup off the ground. What's next? Well, of course, it depends. What is a Series A Round?

Start-ups 105

Start-ups Finance Marketability Equity 105

ThomsonReuters

OCTOBER 12, 2023

The latest in tax preparation software and scan-and-populate solutions can help you meet these requirements, while saving time, streamlining workflow, and accurately reporting foreign assets. It is filed with their annual federal income tax return if they meet certain criteria. How to report foreign assets Reporting foreign assets to the U.S.

Compliance 40

Compliance Banking Dividends Technology 40

ThomsonReuters

JUNE 7, 2023

However, Weckman believes there is an opportunity for SaaS (Software as a Service) companies to develop tools, methods and innovations to help these worldwide organizations, which is a notable reason many in the payroll industry travel to PayrollOrg’s Congress – to demo payroll solutions at the expo. “If you just look at the U.S.,

Compliance 52

Compliance Technology 52

ThomsonReuters

OCTOBER 12, 2023

Jump to: What is the foreign tax credit? What is Form 1116? What is a high tax kickout? Foreign tax credit carryover Helping clients claim the foreign tax credit For accountants working with U.S. federal income tax liability. The foreign tax credit (FTC) is a tax benefit available in the United States that allows U.S. possessions.

Compliance 40

Compliance Dividends 40

Valutico

SEPTEMBER 19, 2022

5 Simple Sense-Checks That Vastly Improve Your Business Valuation (According to the Experts). It’s easy to get tripped up by detailed assumptions when valuing a business, especially if you’re in a hurry to produce results. That’s why performing the right sense-checks can help you consistently determine accurate business valuations. .

Business Valuation 78

Business Valuation EBITDA EBIT Discounted Cash Flow 78

ThomsonReuters

OCTOBER 12, 2023

With federal, state, and local tax programs that cut tax workflow time and increase productivity, accountants can automate the tax prep process and create a seamless client experience.  Let’s take a look at the basics of foreign income reporting and discuss how technology can ensure compliance and minimize tax liability. What is foreign income?

Dividends 40

Dividends Compliance Banking Accounting Firms 40

ThomsonReuters

FEBRUARY 1, 2024

Jump to: What is a reverse sales tax audit? What information is necessary for a reverse audit? Such audits can also uncover industry-specific credits and exemptions that may have been overlooked. What is a reverse sales tax audit? Correction of taxes overcharged to customers is handled a bit differently.

Compliance 52

Compliance Start-ups 52

ThomsonReuters

JUNE 15, 2023

You work to improve your tax and accounting firm — increase profitability, expand into new areas, and find a better work-life balance. But you and your staff are already working hard and putting in long hours, and the demands on your team are becoming increasingly complex. The software automatically updates behind the scenes.

Technology 92

Technology Start-ups Accounting Firms Compliance 92