Nerd's Eye View

OCTOBER 14, 2022

Also in industry news this week: The IRS released a notice this week indicating that RMDs will not be required for inheritors of retirement accounts subject to the SECURE Act’s 10-year rule. A recent study suggests that advisors can regain about 20% of their time by outsourcing investment management responsibilities.

Tax Planning 80

Tax Planning Practice Management Accounting Firms Securities 80

PYMNTS

SEPTEMBER 27, 2020

Lightyear intends to work toward acquiring software and payments companies, which the release calls “a highly fragmented market” that has a large number of smaller providers. million round and mobile-first financial service firm Finom getting $12 million in an investment round. billion for the legal vertical alone.

Practice Management 64

Practice Management B2B Invoicing Accounting Firms 64

PYMNTS

DECEMBER 7, 2020

Pioneer Bank has joined the number of firms filing lawsuits over the continuing and complex MyPayrollHR/ValueWise scandal, which a report from the Daily Gazette calls one of the largest in Capital Region history. Serent Capital Invests In Procurement Partners. ImagineTime, Mango Billing Partner On Digital Accounting.

B2B 63

B2B Finance Practice Management Invoicing 63