article thumbnail

How Advisors Can Offer Tax Planning And Stay In Compliance

CFO News Room

And yet, despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.

article thumbnail

How B2B Payments Balances Compliance With A Better User Experience

PYMNTS

Courtneidge discussed those challenges in a recent interview with PYMNTS, noting that as FinTech innovation continues to solve the biggest B2B payments friction points, service providers are tasked with simultaneously prioritizing compliance — two goals that don’t always go hand in hand. Mixing Innovation With Compliance.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

12 Best Paying Jobs in Finance in 2023

CFO News Room

Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. They may work in various industries, such as investment firms, accounting firms, banks, or the government. Chief Compliance Officer.

Finance 130
article thumbnail

What to Know About the Corporate Transparency Act

CFO Simplified

accounting firms, SEC registered businesses, insurance companies, and publicly traded corporations). The CTA seeks to pull smaller shell companies and holding companies into the regulatory framework, which means the brunt of CTA compliance falls on smaller businesses.

article thumbnail

What to Know About the Corporate Transparency Act

CFO Simplified

accounting firms, SEC registered businesses, insurance companies, and publicly traded corporations). The CTA seeks to pull smaller shell companies and holding companies into the regulatory framework, which means the brunt of CTA compliance falls on smaller businesses.

article thumbnail

Medius And Pagero Team On Digital Invoice Management

PYMNTS

Medius CEO Per Åkerberg said the company has seen a number of clients grappling with various offerings and companies to deal with local digital invoice formats and rules. Companies that harness Medius AP can begin taking digital invoices with support for compliance with local rules, according to the announcement. 13) announcement.

article thumbnail

Telleroo Integrates B2B Payments Function For SMB Accountants

PYMNTS

-based FinTech specializing in facilitating payments for small business accountancy firms, is partnering with BIN (bank account identification number) sponsor Moorwand to further streamline the payments experience for accountants and bookkeepers. In a press release issued Tuesday (Dec.