S corporation

Ledgex Partners with Forest Systems to Deliver Advanced General Ledger Capabilities to the Family Office Market

Retrieved on: 
Tuesday, November 14, 2023
Citadel LLC, Multi-family office, S corporation, Data management, Book, Family, AP, System, Partnership, Retail

WALTHAM, Mass., Nov. 14, 2023 /PRNewswire-PRWeb/ -- Ledgex and Forest Systems announced today that they have entered a strategic partnership that will provide Family Offices with a 'Best in Class' integrated solution that supports their unique needs across the full spectrum of investment and accounting requirements. The agreement brings together Ledgex expertise in analytics, private markets, and data management with Forest Systems specialized accounting support for Family Offices.

Key Points: 
  • The agreement brings together Ledgex expertise in analytics, private markets, and data management with Forest Systems specialized accounting support for Family Offices.
  • Forest Systems' handles the specialized accounting required for the different types of entities found within a Family Office, including partnerships, Subchapter S corporations, LLCs, foundations, trusts and estates as well as individuals, and delivers an integrated general ledger with Bill Pay and AR/AP capabilities.
  • "We are extremely excited to partner with Forest Systems to bring advanced accounting capabilities to our clients" said Ledgex CEO, Nicole Eberhardt.
  • "Forest Systems is proud to partner with Ledgex in the family office and accounting firm space.

KBRA Affirms Ratings for Five Star Bancorp

Retrieved on: 
Wednesday, July 26, 2023
Banking, Professional Services, Finance, Pressure, S corporation, Five Star Bank, KBRA, MHC, Sale, Outlook, BBB, ROA, MSA, Risk, SBA, Growth, CRE, Bank, K2, K3

KBRA affirms the senior unsecured debt rating of BBB, the subordinated debt rating of BBB-, and the short-term debt rating of K3 for Rancho Cordova, CA-based Five Star Bancorp (NASDAQ: FSBC) (“the company”).

Key Points: 
  • KBRA affirms the senior unsecured debt rating of BBB, the subordinated debt rating of BBB-, and the short-term debt rating of K3 for Rancho Cordova, CA-based Five Star Bancorp (NASDAQ: FSBC) (“the company”).
  • In addition, KBRA affirms the deposit and senior unsecured debt ratings of BBB+, the subordinated debt rating of BBB, and the short-term deposit and debt ratings of K2 for Five Star Bank, the main subsidiary.
  • The ratings reflect the company’s durable, branch-based deposit franchise located predominantly in the Sacramento, CA MSA, providing the bank access to public agency, nonprofit, and other association deposit customers.
  • Additional information regarding KBRA policies, methodologies, rating scales and disclosures are available at www.kbra.com .

With the March 15 Entity Filing Deadline Approaching, Businesses Could Save Up to 50% on Entity Tax Prep with Block Advisors

Retrieved on: 
Thursday, March 9, 2023
Partnership, Ryan LLC, HRB, Small business, H&R Block, Tax, S corporation, Leg, Block, S, Federal, National Society, NYSE, Arm, National Society of Accountants, Bookkeeping

This applies to businesses filing as an S Corporation, partnership, and multi-member LLCs taxed as partnerships and S Corporations.

Key Points: 
  • This applies to businesses filing as an S Corporation, partnership, and multi-member LLCs taxed as partnerships and S Corporations.
  • March 15 is also the deadline to file an S Corporation and partnership tax extension using Form 7004 .
  • “With the March 15 deadline approaching, Block Advisors has certified small business tax pros ready to help small business owners file this year’s taxes, as well as plan a tax strategy for the future,” said Jamil Khan, Chief Strategy and Small Business Officer at H&R Block.
  • In addition to tax preparation services to help business owners get every dollar they deserve, Block Advisors also provides payroll, bookkeeping, and business formation services.

Brown Edwards Welcomes a New Partner

Retrieved on: 
Tuesday, January 17, 2023
CPA, Certification, Master, Construction, Education, American Institute, Virginia Commonwealth University, Certified Financial Planner Board of Standards, Keiter, Organic, Commonwealth, RVA, Partnership, Organization, Growth, Health, Certified Public Accountant, American Institute of Certified Public Accountants, Local government, Rotary International, Virginia Society for Human Life, S corporation, Multimedia, Accounting, Interior design

His industry knowledge, expertise, and quality of service exemplify what we at Brown Edwards aim to provide to our clients.

Key Points: 
  • His industry knowledge, expertise, and quality of service exemplify what we at Brown Edwards aim to provide to our clients.
  • "I am thrilled to be joining the Brown Edwards team, and a part of the growing Richmond office.
  • Brown Edwards will open new doors for me and provide the opportunity to collaborate with clients and staff across the Commonwealth.
  • David Reardon, Brown Edwards Area Coordinator asserts "We are very pleased to welcome a fellow Richmond-native to the Brown Edwards partnership.

Intuit Accountants Announces New Products Updates for Tax Year 2022

Retrieved on: 
Thursday, December 1, 2022
Other Professional Services, Software, Finance, Small Business, Accounting, Professional Services, Technology, Other Technology, Karma, Online, Software, BLS digital signature, INTU, Google Drive, TurboTax, W2, S corporation, Credit Karma, QuickBooks, Mailchimp, Product management, News, Contextual Integrity, Confusion, Path, Map, Depreciation, Microsoft, Insurance, Tax advisor, Life insurance, Computer data storage, Online shopping, Intuit

Today, Intuit (Nasdaq: INTU), the global financial technology platform that makes TurboTax , Credit Karma , QuickBooks , and Mailchimp , is announcing its latest updates to products and services including Intuit Tax Advisor, Intuit ProConnect Tax, Intuit Link, Intuit ProSeries Tax, and Intuit Lacerte Tax for the upcoming tax year.

Key Points: 
  • Today, Intuit (Nasdaq: INTU), the global financial technology platform that makes TurboTax , Credit Karma , QuickBooks , and Mailchimp , is announcing its latest updates to products and services including Intuit Tax Advisor, Intuit ProConnect Tax, Intuit Link, Intuit ProSeries Tax, and Intuit Lacerte Tax for the upcoming tax year.
  • Intuit is continually listening to customers and making updates to its tools and products, said Jorge Olavarrieta, VP of Product Management and Design at Intuit.
  • Intuit is continually updating the new Intuit Tax Advisor product, integrated with ProConnect Tax and Lacerte, to help tax and accounting professionals on their path to advisory in an effort to go beyond tax compliance.
  • (Coming soon*) Tax advisors can select converting self-employed businesses to an S corporation as a strategy in Intuit Tax Advisor to eliminate self-employment taxes.

Intuit’s Virtual Expert Platform Connects People to Tax and Bookkeeping Experts Powered by AI

Retrieved on: 
Thursday, November 10, 2022
Personal Finance, Technology, Finance, Fintech, Accounting, Professional Services, Software, Small Business, Data Management, Artificial Intelligence, Karma, QuickBooks, Review, GP, Mailchimp, Partnership, Technology, Nervous system, LLP, LP, Outline, Virtual collaboration, Small business, Solution, Machine learning, Software, TurboTax, Credit Karma, INTU, Tax, S corporation, Practice management software, LLC, Video game, Risk management, Online shopping, Intuit

For Intuit customers seeking automated digital assistance, the platform uses AI to understand whats being asked, interpret financial and tax documents and rules, and provide clear answers to customer questions.

Key Points: 
  • For Intuit customers seeking automated digital assistance, the platform uses AI to understand whats being asked, interpret financial and tax documents and rules, and provide clear answers to customer questions.
  • This is a powerful example of how our modular, plug-and-play platform is delivering speedto-benefit for Intuits developers, customers, and experts alike through our connected product ecosystem.
  • QuickBooks Live, an online bookkeeping service that connects small businesses with trusted QuickBooks-certified virtual bookkeepers, increased its subscriber base by 55% in FY22.
  • Practice Management capabilities power the expert experience, enabling Intuits experts to automatically prioritize tasks, access help content, and summarize the calls they have with customers.

Wolters Kluwer CT Corporation Podcast Examines New Compliance Obligations Under the Corporate Transparency Act

Retrieved on: 
Thursday, November 10, 2022
Legal, Technology, Finance, Professional Services, Public Policy, Government, Software, Small Business, Data Management, Other Policy Issues, Other Professional Services, Financial Crimes Enforcement Network, CT Corporation, Wolters, Light, CTA, Accounting, Risk, Privacy Office of the U.S. Department of Homeland Security, Technology, Efficiency, Solution, Compliance, S corporation, Wolters Kluwer, Private law, GRC, WKL, Audit, Financial adviser

The CT Expert Insights podcast examines topics related to business licensing requirements and other developments that are of importance to corporations, LLCs and small businesses.

Key Points: 
  • The CT Expert Insights podcast examines topics related to business licensing requirements and other developments that are of importance to corporations, LLCs and small businesses.
  • For nearly 130 years, Wolters Kluwer CT Corporation has been the leading provider of registered agent services, incorporation services, and legal entity compliance.
  • The other legal services business of Wolters Kluwer GRC is Wolters Kluwer ELM Solutions .
  • The divisions banking and regulatory compliance businesses are Wolters Kluwer Compliance Solutions and Wolters Kluwer Finance, Risk & Regulatory Reporting .

Dohmen Company Foundation Pledges $75 Million Investment to Eliminate Diet-Related Disease

Retrieved on: 
Wednesday, September 28, 2022
Pierre Laconte, Diet, Food, Roller, Nutrition, Life, National Strategy for Trusted Identities in Cyberspace, S corporation, Government, COVID-19 policy of the Joe Biden administration, Disease, Nutrition and Health, Foundation, White House, Commitment, Heart, Conference, Awareness, Education, Food and Health Bureau, White House conference, Pharmaceutical industry, Dietary supplement, Agriculture, Hunger, Health

MILWAUKEE, Sept. 28, 2022 /PRNewswire/ -- Dohmen Company Foundation Chairperson Cynthia LaConte announced today that the Foundation has pledged $75 million over seven years to advance its vision of life without diet-related disease. The commitment was spotlighted during the White House Conference on Hunger, Nutrition & Health on September 28. President Biden has committed to advancing a national strategy to end hunger, improve healthy eating and physical activity, and eliminate disparities surrounding them by 2030.

Key Points: 
  • "Our unprecedented $75 million investment in comprehensive healthy food solutions and healthy eating education will strive to reduce escalating rates of diet related disease that are costing American lives."
  • Foundation President and CEO Rachel Roller, who will represent the Dohmen Company Foundation at the Conference, said the Foundation will invest $75 million over the next seven years to design and operationalize three initiatives that promote"food as medicine"and reduce the morbidity of diet-relateddisease.
  • The Dohmen Company Foundation is doing its part to empower consumers to make the right food choices through education, awareness, and accessibility to healthy food.
  • Today, focused on building community health rather than shareholder wealth, the Dohmen Company Foundation invests in efforts to realize avision of life without diet-related disease.

Dohmen Company Foundation Names Rachel Roller President and CEO and Commits to Eliminating Diet-Related Disease

Retrieved on: 
Tuesday, September 27, 2022
Courage, Pierre Laconte, Health, Diet, Food, Institute for Health Metrics and Evaluation, Center, Humphrey School of Public Affairs, Roller, Life, Health equity, S corporation, Federation, University of Washington, CEO, Foundation, Evaluation, Heart, Public interest, University, Death, Food and Health Bureau, Management, Dietary supplement, Pharmaceutical industry, Science

MILWAUKEE, Sept. 27, 2022 /PRNewswire/ -- Dohmen Company Foundation Chairperson Cynthia LaContetoday announcedthe appointment of Rachel Roller as President and Chief Executive Officer (CEO) of the Foundation.

Key Points: 
  • MILWAUKEE, Sept. 27, 2022 /PRNewswire/ -- Dohmen Company Foundation Chairperson Cynthia LaContetoday announcedthe appointment of Rachel Roller as President and Chief Executive Officer (CEO) of the Foundation.
  • "I have witnessed firsthand the devastating impact of diet-related disease on individuals and families, especially those in greatest need.
  • The healthy food and nutrition education solutions being advanced by the Dohmen Company Foundation are clinically validated as the most efficient and effective preventive health interventions."
  • Today, focused on building community health rather than shareholder wealth, the Dohmen Company Foundation invests in efforts to realize ourvision of life without diet-related disease.

Personal and Business Tax Returns Analysis Webinar: 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates - ResearchAndMarkets.com

Retrieved on: 
Tuesday, August 9, 2022
Professional Services, Finance, LLC, TCJA, S corporation, Affordable Care Act tax provisions, Partnership, CARES Act, Bank, Tax Cuts and Jobs Act of 2017, Security (finance), Real estate, Risk management

The "Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates" webinar has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates" webinar has been added to ResearchAndMarkets.com's offering.
  • Bank personnel are required to obtain and properly interpret tax returns for both commercial and consumer lending purposes.
  • The first part of this webinar will concentrate on personal tax return analysis while the second part will focus on the analysis of various business tax returns.
  • Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return,
    Analyze business tax returns and prepare cash flows for these entities,
    Draw additional information from the business returns including identifying fraudulent tax returns,
    Discuss updates in the tax code including the TCJA, CARES, and proposed tax legislation as they apply to businesses.