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New York — EMoney Advisor has released the latest version of its Web-based AdvisorPlatform planning software, which includes the ability to get live client net-worth statements nightly that advisors can submit to banks on behalf of clients who need to verify their assets quarterly for lines of credit.
April 4 -
by George G. Jones and Mark A. Luscombe
April 4 -
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NATIONAL SALES TAXES HIT RECORD LEVELS IN 2003: The sales tax rates levied by states, counties, cities and districts reached all-time highs in 2003, resulting in the largest overall increase in more than a decade, according to a report by tax technology company Vertex Inc.
March 15 -
Washington — The Treasury Department and the Internal Revenue Service say that they will propose regulations regarding the treatment of amounts that facilitate certain tax-free and taxable transactions and other restructurings, and that are required to be capitalized under Code Section 263.
March 15 -
New York — AccountMate, a developer of modifiable accounting and business management software for mid-market companies, is now offering a human resources solution through a new partnership with Ascentis and its AHROffice product.
March 15 -
by George G. Jones and Mark A. Luscombe
March 15 -
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SOFTWARE GLITCH THAT CAUSED E-FILE REJECTS FIXED: A computer glitch that caused thousands of e-filed tax returns to be rejected in the first days of the filing season has been fixed, the Internal Revenue Service said.
February 23 -
by George G. Jones and Mark A. Luscombe
February 23