CPA

EZLease announces security and audit lease accounting enhancements

Retrieved on: 
Tuesday, April 9, 2024
IAS, Privacy, Organization, MFA, ASC, GASB, CPA, Property management

RESTON, Va., April 9, 2024 /PRNewswire/ -- EZLease, the leader in simple, fast, and easy lease accounting software, announced the launch of security and audit enhancements that improve the overall client experience , including multi-company support, multi-factor authentication (MFA), and locking periods.

Key Points: 
  • RESTON, Va., April 9, 2024 /PRNewswire/ -- EZLease, the leader in simple, fast, and easy lease accounting software, announced the launch of security and audit enhancements that improve the overall client experience , including multi-company support, multi-factor authentication (MFA), and locking periods.
  • With this additional layer of security, clients know their lease accounting data is safe and protected from unauthorized access.
  • Instead, users book changes in the current or future periods, and EZLease will automatically generate catch-up accounting entries in the open period.
  • "With these EZLease enhancements, our clients have an easier, faster, and more secure approach to manage their lease accounting compliance, including reporting, audits, security requirements, and collaborating with their CPA firms," said Michael Keeler, CEO of LeaseAccelerator.

From the Tax Law Offices of David W. Klasing - CFO of Offshore Company Sent to Federal Prison over Undisclosed Foreign Accounts and Unreported Offshore Income

Retrieved on: 
Tuesday, April 9, 2024
IRS, Crime, Tax, Government, Arizona State University, PwC, Law, CFO, Risk, EAS, CPA, Record, Coutts, Tax law, Accounting, Bank, Fraud, Offense, Multimedia, Federal, FBAR

For instance, low-income earners might engage in tax evasion by underreporting their income or overstating deductions to minimize tax liability.

Key Points: 
  • For instance, low-income earners might engage in tax evasion by underreporting their income or overstating deductions to minimize tax liability.
  • In 2023, a former offshore Chief Financial Officer, "CFO" received an 86-month prison sentence for concealing assets and income from tax authorities.
  • After Coutts Bank made an initiative to comply with U.S. tax reporting requirements, The offshore CFO moved the funds to Hyposwiss.
  • However, in the years that followed, the offshore CFO continued to mislead his accountant regarding his foreign accounts.

Resolution Financial Advisors Launches Distressed Advisory Firm

Retrieved on: 
Monday, April 8, 2024
ABC, Bankruptcy, CFO, Partnership, New Standard, Alvarez and Marsal, Knowledge, Alphabet song, CFA, IP, Benefit, Assignment, Marriott Marquis, Intellectual property, LOS, Resolution, Alvarez, CPA, Financial services

LOS ANGELES, April 8, 2024 /PRNewswire/ -- Introducing Resolution Financial Advisors LLC (Resolution), poised to redefine industry standards with its launch on April 8, 2024. Aptly capturing their mission, "The New Standard in Distressed Asset Resolution," Resolution is dedicated to providing unparalleled strategy and execution for Boards, lenders, and investors navigating the complexities of distressed portfolio companies. Whether seeking a wind down, insolvency, or value recovery process, Resolution is committed to delivering exceptional results.

Key Points: 
  • Partners Bring Depth of Experience in Guiding Boards, Lenders and Investors
    LOS ANGELES, April 8, 2024 /PRNewswire/ -- Introducing Resolution Financial Advisors LLC (Resolution), poised to redefine industry standards with its launch on April 8, 2024.
  • Aptly capturing their mission, "The New Standard in Distressed Asset Resolution," Resolution is dedicated to providing unparalleled strategy and execution for Boards, lenders, and investors navigating the complexities of distressed portfolio companies.
  • Resolution specializes in a variety of financial and legal tools including Assignments for the Benefit of Creditors ("ABCs"), foreclosures, receiverships, and federal bankruptcy proceedings.
  • Resolution Financial Advisors will be holding a launch event alongside the American Bankruptcy Institute Annual Spring Meeting at the Marriott Marquis Hotel in Washington, D.C. on April 19.

SquaredFinancial introduces enhanced partnership schemes and launches revamped partners website

Retrieved on: 
Monday, April 8, 2024
Partnership, Growth, CPA

VICTORIA, Seychelles, April 8, 2024 /PRNewswire/ -- Industry-leading fintech firm, SquaredFinancial, is thrilled to announce its enhanced partnership schemes aimed at driving incremental growth and value and fostering expansion opportunities for partners.

Key Points: 
  • VICTORIA, Seychelles, April 8, 2024 /PRNewswire/ -- Industry-leading fintech firm, SquaredFinancial, is thrilled to announce its enhanced partnership schemes aimed at driving incremental growth and value and fostering expansion opportunities for partners.
  • The partnership program boasts competitive spreads and low commissions of up to 80% of spreads and $1,200 per CPA, with no rebate or CPA limits.
  • This partnership program emphasizes localization and local offerings, ensuring that partners can cater to diverse markets effectively.
  • With these new features, SquaredFinancial remains at the forefront of the fintech industry, empowering partners to thrive in an evolving landscape.

SquaredFinancial introduces enhanced partnership schemes and launches revamped partners website

Retrieved on: 
Monday, April 8, 2024
Partnership, Growth, CPA

VICTORIA, Seychelles, April 8, 2024 /PRNewswire/ -- Industry-leading fintech firm, SquaredFinancial, is thrilled to announce its enhanced partnership schemes aimed at driving incremental growth and value and fostering expansion opportunities for partners.

Key Points: 
  • VICTORIA, Seychelles, April 8, 2024 /PRNewswire/ -- Industry-leading fintech firm, SquaredFinancial, is thrilled to announce its enhanced partnership schemes aimed at driving incremental growth and value and fostering expansion opportunities for partners.
  • The partnership program boasts competitive spreads and low commissions of up to 80% of spreads and $1,200 per CPA, with no rebate or CPA limits.
  • This partnership program emphasizes localization and local offerings, ensuring that partners can cater to diverse markets effectively.
  • With these new features, SquaredFinancial remains at the forefront of the fintech industry, empowering partners to thrive in an evolving landscape.

Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC

Retrieved on: 
Friday, April 5, 2024
Morgan Stanley, IRS, Accounting, Family, Organization, CPA

TAMPA, Fla., April 5, 2024 /PRNewswire/ -- Graham Capital Wealth Management, LLC, (Graham Capital) an independent Registered Investment Advisor with offices in the District of Columbia, Tampa and Sarasota, Florida, proudly announces the addition of Regis Tax and Accounting, LLC, a comprehensive tax and accounting firm serving individual and corporate clients. Tax and accounting industry veteran David Gearhart, J.D., CPA, will lead the new sister organization as it works in conjunction with Graham Capital to provide investors with a truly holistic suite of financial and tax planning services.

Key Points: 
  • Distinguished industry veteran David Gearhart, J.D., CPA, will lead the newly established tax preparation and accounting company
    TAMPA, Fla., April 5, 2024 /PRNewswire/ -- Graham Capital Wealth Management, LLC, (Graham Capital) an independent Registered Investment Advisor with offices in the District of Columbia, Tampa and Sarasota, Florida, proudly announces the addition of Regis Tax and Accounting, LLC , a comprehensive tax and accounting firm serving individual and corporate clients.
  • Tax and accounting industry veteran David Gearhart, J.D., CPA, will lead the new sister organization as it works in conjunction with Graham Capital to provide investors with a truly holistic suite of financial and tax planning services.
  • "Recognizing the growing demand for expert tax professionals, we have strategically decided to invest in bringing a highly qualified tax professional like Mr. Gearhart into our family of companies," said Stash Graham, managing director of Graham Capital.
  • If you are interested in scheduling an initial consultation with Mr. Gearhart or for more information about Regis Tax and Accounting, visit: www.RegisTax.com

Forza Lithium Announces the Closing of Planet Green Metals Inc. Merger

Retrieved on: 
Monday, March 25, 2024
Lithium, Destination America, FZ, CFO, News, Acquisition, CPA

Vancouver, British Columbia, March 25, 2024 (GLOBE NEWSWIRE) -- Forza Lithium Corp. (CSE: FZ) (“Forza” or the “Company”) is pleased to announce that it has closed the acquisition of all the issued and outstanding shares of Planet Green Metals Inc. (“Planet Green”) in consideration for, among other things, the issuance of 11,300,000 common shares of Forza to the shareholders of Planet Green.

Key Points: 
  • Vancouver, British Columbia, March 25, 2024 (GLOBE NEWSWIRE) -- Forza Lithium Corp. (CSE: FZ) (“Forza” or the “Company”) is pleased to announce that it has closed the acquisition of all the issued and outstanding shares of Planet Green Metals Inc. (“Planet Green”) in consideration for, among other things, the issuance of 11,300,000 common shares of Forza to the shareholders of Planet Green.
  • Further information with respect to the Planet Green acquisition may be found in the Company’s news release dated January 31, 2024.
  • Mr. Brett replaces Mr. Coltura as the Company’s President and CEO and Mr. Turgeon replaces Ms. Pillon as the Company's CFO.
  • The Company will change its name to Planet Green Metals Inc. in the near future.

Tatari makes significant updates and improvements to its TV ad measurement

Retrieved on: 
Thursday, March 21, 2024
Hundred, ID, SAN, Privacy, Meta, Algorithm, IP, Acquisition, Advertising, CPA, Video game

This update mostly focuses on improvements to Tatari’s device graph data through internal enhancements and strategic partnerships, paving the way for the most accurate TV ad measurement available to brands and agencies.

Key Points: 
  • This update mostly focuses on improvements to Tatari’s device graph data through internal enhancements and strategic partnerships, paving the way for the most accurate TV ad measurement available to brands and agencies.
  • Significant changes include:
    Linking multiple devices within a household helps determine which viewer is taking an action (e.g.
  • “Similar to how Google and Meta constantly enhance their algorithms, Tatari is dedicated to continuous innovation for measuring TV ad campaigns,” said Mike Swinson, Chief Data Scientist of Tatari.
  • “As more advertisers seek to measure their TV campaigns on outcomes (visits, purchases, installs, etc), our view-through and incremental measurement methodologies must evolve.”
    Hundreds of brands and agencies use the Tatari platform to buy, measure, and optimize TV ad campaigns that drive real business outcomes.

Helios Fairfax Partners Appoints Katherine Cunningham to its Board of Directors

Retrieved on: 
Wednesday, March 20, 2024
Financial management, Sun Life Financial, Financial services, Communication, Commerce, TSX, NOT, CPA

TORONTO, March 20, 2024 (GLOBE NEWSWIRE) -- Helios Fairfax Partners Corporation (TSX: HFPC.U) (“HFP”) announces that it has appointed Katherine Cunningham as an independent director.

Key Points: 
  • NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES
    TORONTO, March 20, 2024 (GLOBE NEWSWIRE) -- Helios Fairfax Partners Corporation (TSX: HFPC.U) (“HFP”) announces that it has appointed Katherine Cunningham as an independent director.
  • Katherine Cunningham is the Chief Financial Officer at The Globe and Mail Inc., Canada’s national newspaper, where she is responsible for strategy, corporate development and all aspects of financial management.
  • Until 2019, she was a Senior Vice President at Sun Life Financial Inc., holding SVP Finance, Chief Financial Officer Canada, and Chief Auditor roles.
  • Prior to joining Sun Life in 2014, Ms. Cunningham was an Audit Partner at KPMG Canada LLP in the Communications and Media and, later, Financial Services industries.

LPL Financial Welcomes McAnally Investment Group

Retrieved on: 
Wednesday, March 20, 2024
Certification, Family, Partnership, SAN, Business development, LPL, RIA, Wells Fargo Advisors, Operation, CPA, Financial adviser

SAN DIEGO, March 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mark McAnally, Josh McAnally and Brandon McAnally, CPA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, March 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mark McAnally, Josh McAnally and Brandon McAnally, CPA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • The team reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
  • Based in Booneville, Miss., McAnally Investment Group is a family-run business led by Mark, who began his career in 2000 as a solo practitioner.
  • Together, they provide personalized wealth management and financial services for each stage of their clients’ lives.