Benzinga

FEBRUARY 22, 2023

Reveal enables B2B companies to securely share customer information using Reveal’s software to help identify and collaborate on sales opportunities. It has rapidly become an influential media company distributing podcasts, newsletters, articles, books, and hosting events centered around the partnership ecosystem.

B2B 40

B2B Marketability 40

ThomsonReuters

JULY 21, 2022

HHS’s Office for Civil Rights (OCR) has announced an $875,000 settlement with a university medical center to resolve potential violations of HIPAA’s privacy, security, and breach notification rules. Available at [link]. Contributing Editors: EBIA Staff.

Compliance 52

Compliance 52

ThomsonReuters

DECEMBER 8, 2023

Let’s take a look at what we can expect from AI in the near future, and the precautions accounting firms should take to ensure accuracy, trust, and data security. Use generative AI to create a first draft of client emails or newsletters which you can then modify for accuracy and personal insight. What is generative AI?

Accounting Firms 108

Accounting Firms Compliance Technology Marketability 108

ThomsonReuters

MARCH 24, 2022

OCR Quarter 1 2022 Cybersecurity Newsletter: Defending Against Common Cyber-Attacks (Mar. OCR has released its Cybersecurity Newsletter for the first quarter of 2022, emphasizing some core security safeguards. Here are key points from the newsletter for each attack type: Phishing. Available at [link]. Access Controls.

Technology 52

Technology Compliance 52

ThomsonReuters

JUNE 29, 2023

For instance, these could be tax clients who insist on using email instead of the firm ’ s secure portal to submit sensitive documents, or business owners who refuse to embrace a firm ’ s tech stack and insist on using their own software. emailed newsletters, webinars, etc.) They don ’ t view you as a partner.

Accounting Firms 97

Accounting Firms 97

ThomsonReuters

JULY 20, 2021

Our vision is to empower tax and accounting firms by giving professionals the time, tools, and insights to secure the financial health of their clients. Accounting keeps the global wheels of commerce rolling. It’s appropriate to take a moment now to say thank you to the nearly 100 firms who participated in our Onvio Tax Beta in early 2021.

Beta 52

Beta Start-ups Accounting Firms Compliance 52

ThomsonReuters

FEBRUARY 8, 2022

Offer secure access to data to clients and employees via cloud applications and portals. Or a witty cartoon included in your email newsletter or email blast (entertainment). From email and print newsletters to social media posts and SEM, you are limited only by your creativity and resources.

Accounting Firms 105

Accounting Firms Technology Marketability Start-ups 105

ThomsonReuters

SEPTEMBER 7, 2023

Newsletter Stay up to date with the latest changes in tax legislation with Checkpoint newsstand. It’s important to be familiar with your specific software’s interface and capabilities. If you need IRS guidance, be sure to refer to the Form 2441 instructions. What does HHE mean on Form 2441?

52

52

ThomsonReuters

APRIL 25, 2024

Compile a newsletter or email update on a quarterly or semi-annual basis to keep clients informed about recent tax changes, upcoming deadlines, and relevant financial planning strategies. Create regular communication channels. Set up personalized alerts.

Compliance 52

Compliance 52

ThomsonReuters

SEPTEMBER 7, 2023

Y ou can claim the child tax credit for each qualifying child who has a Social Security number that is valid for employment in the United States. Newsletter Stay up to date with the latest changes in tax legislation with Checkpoint newsstand. This includes ensuring that children have valid Social Security numbers.

52

52

Reynolds Holding

MARCH 29, 2022

The new disclosures, included in the company’s annual reports and financial statements, will be subject to the officer certifications required by Rules 13a-14 and 15d-14 under the Securities Exchange Act of 1934, as well as the corresponding liability. We are Not the Securities and Environment Commission—At Least Not Yet (Mar.

Banking 59

Banking Technology Venture Capital Fund Compliance 59

ThomsonReuters

SEPTEMBER 7, 2023

Newsletter Stay up to date with the latest changes in tax legislation with Checkpoint newsstand. This includes birth certificates, Social Security numbers, and residency records. When does a dependent have to file their own taxes?

Compliance 52

Compliance 52

Appraiser Newsroom

JULY 5, 2022

He held not only a higher level of security clearance than Top Secret but also a Diplomatic passport. She has written numerous articles on collecting for Artnet, Forbes online, Art Collector’s Newsletter, Art on Paper and Art Scribe. Stewart held the position of Laboratory Director for the United States Secret Service.

Appraisal 40

Appraisal Business Valuation Marketability Technology 40

ThomsonReuters

SEPTEMBER 7, 2023

Money contributed to these programs is not subject to federal income tax, Social Security tax, or Medicare tax. Newsletter Stay up to date with the latest changes in tax legislation with Checkpoint newsstand. IRA distributions received by a child subject to kiddie tax are considered unearned income. What is the adoption tax credit?

Start-ups 52

Start-ups Dividends Compliance Technology 52

Lighter Capital

NOVEMBER 17, 2022

The perception of a down round is that your business did not meet expectations, making it harder to secure the funding you need at a favorable valuation down the road. If you thought this was useful, you’ll love getting Lighter Capital's thoughtfully curated monthly e-newsletter. Generally, founders try to avoid down rounds.

Equity 52

Equity Start-ups Marketability Finance 52

Brian DeChesare

SEPTEMBER 13, 2023

As discussed in the distressed private equity article, there is no universal definition for a “distressed security” or a “distressed company.” The company has only $100 million of Cash and $150 million of Revolver availability, so it cannot repay the upcoming Secured Debt maturity. This one is more common for distressed PE firms.

Equity 83

Equity Banking EBITDA Start-ups 83

ThomsonReuters

JUNE 17, 2021

The memorandum was prepared by an official within the National Security Council (NSC), the president’s principal forum for considering national security and foreign policy matters with senior advisors and cabinet officials. Contributing Editors: EBIA Staff.

52

52

Reynolds Holding

JANUARY 22, 2023

SIGNIFICANT LEGAL AND REGULATORY DEVELOPMENTS IN 2022 SEC’s proposed climate-related disclosure rules: On March 21, 2022, the Securities and Exchange Commission proposed expansive climate-related disclosure requirements in a proposing release that, if adopted, would require U.S. In addition, on November 22, 2022, the U.S.

Banking 49

Banking Marketability Equity Finance 49

ThomsonReuters

JULY 7, 2022

As your clients evaluate investments held in their brokerage accounts, consider the tax impact of selling appreciated securities before the end of the year. Selling securities that have declined in value may need to wait until 2023 to offset the potential higher tax rate. 3—Time investment gains and losses.

Start-ups 98

Start-ups Dividends Fair Market Value Equity 98

FE International

JANUARY 3, 2021

Secure Intellectual Property. If this drives a significant amount of traffic, it is worth examining how secure these sources of referrals are likely to be in the future. Conversion rate (Conversion can mean making a sale or enticing a visitor to perform a desired action, such as signing up for a newsletter). Technology.

EBITDA 59

EBITDA Start-ups Finance eCommerce 59