Sales Tax Management Services

Global Tax Management Welcomes Ed Coleman to its Executive Leadership Team

Retrieved on: 
Wednesday, December 13, 2023
Finance, Consulting, Accounting, Professional Services, Other Professional Services, Master, KPMG, Tax, Associate, Multimedia, GTM, Documentation, Villanova University, PwC, ERP, Teleflex, Growth, Health, Business analytics, Fortune 500, Sales Tax Management Services, Ed

Global Tax Management (GTM), a professional services firm focused exclusively on delivering corporate tax services, announced today that former Big 4 partner Ed Coleman joins its executive leadership team as a Managing Director.

Key Points: 
  • Global Tax Management (GTM), a professional services firm focused exclusively on delivering corporate tax services, announced today that former Big 4 partner Ed Coleman joins its executive leadership team as a Managing Director.
  • Prior to joining GTM, Ed spent 25 years at KPMG, most recently serving as a Tax Partner within the firm’s Business Tax Services corporate practice in Philadelphia for almost a decade.
  • “Ed is a natural fit to serve GTM’s multinational client base in addressing their complex tax matters,” said Dave Sekula, CEO and Executive Director of GTM.
  • “I look forward to working with the GTM team as we continue to deliver co-sourced and outsourced tax services to an increasing client base.”

C2P's Dave Alison Wins 2023 ThinkAdvisor LUMINARIES Award

Retrieved on: 
Thursday, December 14, 2023
Thought leader, Education, Rainmaker, BPC, Marketing, Ebook, Reward, Sales Tax Management Services, Financial adviser, Management

CLEVELAND, Dec. 14, 2023 /PRNewswire/ -- C2P, an organization designed to simplify financial planning for advisors and the clients they serve, is pleased to announce that the company's President and Founding Partner, Dave Alison, CFP®, EA, BPC, has been named a 2023 ThinkAdvisor LUMINARIES award winner for the Thought Leadership and Education category. Now in its third year, the LUMINARIES awards program highlights those top-performing industry participants—both firms and individuals—that produce meaningful results through efforts that matter most to financial advisors.  

Key Points: 
  • CLEVELAND, Dec. 14, 2023 /PRNewswire/ -- C2P, an organization designed to simplify financial planning for advisors and the clients they serve, is pleased to announce that the company's President and Founding Partner, Dave Alison, CFP®, EA, BPC, has been named a 2023 ThinkAdvisor LUMINARIES award winner for the Thought Leadership and Education category.
  • "This award further validates that our efforts to provide actionable, easy-to-follow, proven processes are resonating with professionals throughout the industry.
  • Earlier this year, C2P and its Chief Marketing Officer, Matt Seitz, were also named ThinkAdvisor 2023 LUMINARIES finalists in their respective categories.
  • The LUMINARIES Class of 2023 Finalists were reviewed by ThinkAdvisor's distinguished and diverse panel of 17 judges from across the advice industry.

Swisslog ASRS and SynQ software enhance transparency and delivery of quality products in new Walmart milk processing facility

Retrieved on: 
Tuesday, November 28, 2023
KUKA, Milk, Intelligence, Farmer, Automation, Sales Tax Management Services, Software, ASRS, Warehouse, Grocery store, Swisslog, NEWS, Walmart

Walmart is planning to break ground on the milk processing facility later this year and the project is scheduled to be completed in 2025.

Key Points: 
  • Walmart is planning to break ground on the milk processing facility later this year and the project is scheduled to be completed in 2025.
  • According to Walmart, the automated storage and retrieval solution (ASRS) will bolster the company's capacity to meet consumer demand for milk.
  • The company worked with Swisslog to open its first milk processing facility in Fort Wayne, IN, in 2018.
  • "We are excited to partner with Walmart once again to open its second milk processing facility.

Bloomberg Tax & Accounting Recognizes Top International Authors with 2023 Awards at IFA Congress

Retrieved on: 
Monday, October 30, 2023
Leonard, Duke University School of Law, Author, Financial law, Directive (European Union), Duke University, Advisory board, International development, Brazilian Association for Self-Defense, Congress, Sales Tax Management Services, International Fiscal Association, Investment, Barnes, DCID, University, Partnership, International, Business operations, Vernon Pugh Award for Distinguished Service, Fellow, IP, Mechanics, English v. General Electric Co., EU, Public policy school, Renewable energy, OECD, VAT, Counsel

ARLINGTON, Va., Oct. 30, 2023 /PRNewswire/ -- Bloomberg Tax & Accounting announced today its 2023 Author Awards for International Tax, which were presented at the International Fiscal Association (IFA) Congress in Cancun last week.

Key Points: 
  • ARLINGTON, Va., Oct. 30, 2023 /PRNewswire/ -- Bloomberg Tax & Accounting announced today its 2023 Author Awards for International Tax, which were presented at the International Fiscal Association (IFA) Congress in Cancun last week.
  • Peter Barnes of Caplin & Drysdale received the Leonard L. Silverstein Award for Distinguished Service in International Tax.
  • "Bloomberg Tax & Accounting relies on its authors for expertise and valuable, practical insights that help tax practitioners around the globe navigate change and increasing complexity in international tax," said Lisa Fitzpatrick, President, Bloomberg Tax & Accounting.
  • "Bloomberg Tax and the Tax Management Portfolios are built on a strong legacy and their expertise contributes every day to all of us who practice international tax."

Armanino Launches Innovative Tax Managed Services Delivering a Holistic End-to-End Tax Solution for CFOs

Retrieved on: 
Thursday, October 19, 2023
Legal, Insurance, Human Resources, Finance, Consulting, Banking, Accounting, Professional Services, Small Business, Other Professional Services, Tax, CPA, Organization, SALT, LLP, Partnership, Sales Tax Management Services, Investment, Philosophy, D, Renewable energy, Cryptocurrency, Sales

Armanino LLP (“Armanino”), a top 20 national accounting and consulting firm, announces the launch of its new holistic outsourced tax solution, Tax Managed Services , to address evolving tax challenges companies face in today’s business landscape, such as complex tax law, evolving regulations and manual processes.

Key Points: 
  • Armanino LLP (“Armanino”), a top 20 national accounting and consulting firm, announces the launch of its new holistic outsourced tax solution, Tax Managed Services , to address evolving tax challenges companies face in today’s business landscape, such as complex tax law, evolving regulations and manual processes.
  • Tax Managed Services combines top-of-the-line technology, tax expertise and optimized, standard processes, shifting the burden of resourcing, workflow management, investments in technology and all processes supporting the tax function.
  • “Tax Managed Services from Armanino is a completely reimagined way for businesses to get tailored, holistic tax support,” says Naz.
  • For more details on Armanino’s Tax Managed Services or to set up a consultation, please visit: www.armanino.com/services/outsourcing/tax-managed-services

Fan inc. Introduces the First-Ever Social App: Fostering Fan Engagement and Empowering Student-Athletes with NIL Benefits and Financial Education

Retrieved on: 
Tuesday, September 19, 2023
Internet, Fintech, Banking, Professional Services, Technology, Volleyball, Apps, Applications, Tennis, Skiing, Snowboarding, Other Education, University, Primary, Secondary, eSports, Education, Licensing (Sports), Lacrosse, Electronic Commerce, Hockey, Mobile, Wireless, Gymnastics, Golf, General Sports, Football, Olympics, Digital Marketing, Media, Basketball, Other Communications, Baseball, Sports, Public Relations, Investor Relations, Social Media, Marketing, Advertising, Influencer, Communications, Other Technology, NCAA, Fan, Tax, Insurance, FDIC, Movement, NIL, Athlete, Sales Tax Management Services, Direct support professional, Empowerment, Sport, 3D printing, Bank

With its innovative, patent-pending platform, the company aims to fundamentally alter how student-athletes leverage and benefit from NIL.

Key Points: 
  • With its innovative, patent-pending platform, the company aims to fundamentally alter how student-athletes leverage and benefit from NIL.
  • Navigating the intricate world of NIL, Fan inc. has carefully developed an app that aligns with both NIL laws and NCAA regulations.
  • Fan inc. is more than just a conduit for compliance; it's a bridge connecting fans and student-athletes in a manner previously unimagined.
  • Financial Literacy Modules: Recognizing the crucial need for financial education, Fan inc. offers a comprehensive series of modules on financial literacy tailored to student-athletes.

GTM Training Institute Adds Intermediate Level Corporate Tax Provision Program to its Growing Online Training Lineup

Retrieved on: 
Thursday, September 14, 2023
Professional Services, Education, Finance, Consulting, Continuing, Training, Accounting, Sales Tax Management Services, ASC, GTM, Professional development, CPE, Corporate tax, Property management

Global Tax Management (GTM), a professional services firm focused exclusively on delivering corporate tax services, announced today that its GTM Training Institute has launched a new, intermediate level corporate tax provision learning program designed for more experienced in-house tax and finance professionals who want to expand their corporate tax provision skills.

Key Points: 
  • Global Tax Management (GTM), a professional services firm focused exclusively on delivering corporate tax services, announced today that its GTM Training Institute has launched a new, intermediate level corporate tax provision learning program designed for more experienced in-house tax and finance professionals who want to expand their corporate tax provision skills.
  • Intermediate Corporate Tax Provision – ASC 740 is comprised of 10 online classes, each 75-minutes in length, which are held every other week over the course of 20 weeks with live instructors and special guest lecturers.
  • The program builds upon the foundational concepts covered in GTM Training Institute’s popular Corporate Tax Provision Fundamentals program to help tax and finance department professionals calibrate the professional judgment needed to address the often-complex income tax provision process with a mix of example computations and shared experiences.
  • Intermediate Corporate Tax Provision – ASC 740 is ideal for experienced tax department team members with ASC 740 preparation responsibilities; professionals with financial reporting duties seeking a deeper understanding of tax reporting; and tax and accounting department professionals with income tax provision review and sign-off responsibilities.

Global Tax Management Debuts on INSIDE Public Accounting’s Top 100 Firms in the Nation Rankings

Retrieved on: 
Monday, July 31, 2023
Professional Services, Legal, Insurance, Finance, Consulting, Accounting, Sales Tax Management Services, IPA, GTM, Nation, Management

Global Tax Management (GTM), a professional services firm focused exclusively on delivering corporate tax services, is proud to announce its inclusion in the prestigious Top 100 largest accounting firms in the nation list by INSIDE Public Accounting (IPA).

Key Points: 
  • Global Tax Management (GTM), a professional services firm focused exclusively on delivering corporate tax services, is proud to announce its inclusion in the prestigious Top 100 largest accounting firms in the nation list by INSIDE Public Accounting (IPA).
  • GTM’s purely organic growth trajectory, its sole focus on tax services for corporations, its value-driven delivery model, and its 100% employee-owned structure offer a refreshing alternative to traditional firm environments.
  • “It validates the passion of our firm and continued commitment to serving our clients, employees, and communities.”
    The IPA Top 100 Firms in the Nation list is considered one of the most comprehensive and respected rankings in the accounting industry.
  • Each year, IPA conducts an in-depth analysis of accounting firms across the United States, with rankings based on participating firm’s net revenues.

C2P Enterprises' Innovations and Leadership Named 3x Finalist for ThinkAdvisor LUMINARIES Class of 2023

Retrieved on: 
Tuesday, July 25, 2023
National Vaccine Injury Compensation Program, Education, Marketing, EA, BPC, Seitz, Smith, Reward, Sales Tax Management Services, Management, Financial adviser

CLEVELAND, July 25, 2023 /PRNewswire/ -- C2P Enterprises (C2P), a collective of brands designed to simplify financial planning for advisors and the clients they serve, is pleased to announce that the company's latest training course, created by Jason L Smith, Founder and CEO, is a finalist for ThinkAdvisor's LUMINARIES Class of 2023, in addition to Dave Alison, CFP®, EA, BPC, President and Founding Partner and Matt Seitz, Chief Marketing Officer and Partner, who have also been named finalists for individual categories. Now in its third year, the LUMINARIES awards program highlights how top-performing industry participants — both firms and individuals — produce meaningful results through efforts that matter most to financial advisors.

Key Points: 
  • C2P, which has been named a finalist for the "Thought Leadership & Education" category for firms, recently launched its Advisor Career Path and Compensation Program as a critical turnkey resource for succession planning and cultivating the next generation of advisors.
  • "I am incredibly proud of our entire C2P team for these well-deserved recognitions," said Smith.
  • The 2023 LUMINARIES finalists list will now go before an esteemed judging panel who are tasked with selecting standout LUMINARIES within each sub-category.
  • These individuals and companies will be highlighted and receive their awards as the 2023 LUMINARIES winners at a gala ceremony in November.

Vinetegrate® Introduces VineMigrator™: An Innovative Data Migration and Import Tool for Filevine® Users

Retrieved on: 
Tuesday, June 13, 2023
JSON, Service provider, Note, Amazon Web Services, Headache, Customer, Sales Tax Management Services, CSV, Risk, Frustration, Entrepreneurship, AWS, Payment, Mistake, Online shopping, Cryptocurrency, Sales, Microsoft Excel

JUPITER, Fla., June 13, 2023 /PRNewswire-PRWeb/ -- Vinetegrate®, a pioneering leader of innovative Filevine® services, products, and solutions, today announced the launch of VineMigrator™, a powerful application specifically engineered for Filevine® users looking to streamline their data migration processes and ongoing data importation needs.

Key Points: 
  • VineMigrator™ is a web-based tool that ensures a simple, safe, and secure way for users to import or update data on a mass scale.
  • "This tool is designed with Filevine® users in mind," said Tom Copeland, Co-Founder and CEO of Vinetegrate®.
  • While users are responsible for collecting, organizing, and preparing their data for import, Vinetegrate® offers support on both plans to ensure a smooth migration process.
  • This service is ideal for clients seeking one-off data migration jobs or those requiring mass data uploads for any reason.