Mark Baltier

Cost optimization offers a way to maximize your tech budget. Listen to this episode of The Bridge to learn how. https://bit.ly/3UuMYNE #TechPodcast #CostOptimization #ITCostManagement

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Now available on-demand! “Charting the Course: A CFO's Guide to Modern Fund Management in 2024” Hear from Joe Harrington, Partner at PwC US, Dana Van Wie, Partner at PwC US, and Adam Walker, Industry Principal of Fund Solutions at Juniper Square, discuss: ▶ How the role of the CFO and skills required of finance leaders are changing ▶ How technology and innovation are transforming fund operations ▶ The importance of investing and building people-first, data-organized systems  ▶ Assessing and mitigating risks, including cybersecurity threats, operational errors, and human error Link to the recording in the comments.

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One of the most common questions we receive - why should we outsource our accounting versus hiring accounting resources in house? 🤔 Hear REA Co-Founder Mark Kappelman, CFA, CPA explain in an interview at the NASDAQ studios in Times Square in New York... 📺 Interested in hearing more? Click the link in our bio and book a free consultation with our team! 🗓️ #REA #MeetREA #RealEstateAccountingIsHard #REAMakesItEasy #REI #RealEstate101 #RealEstate #Bookkeeping #Accounting #PropertyAccounting #RealEstateAccounting #MultiFamily #RealEstateInvesting #PropertyManagement #CommercialRealEstate #RentalProperties #NewToTheStreet #

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I'm excited to attend the Tungsten Automation Summit at The Novo in Los Angeles on May 7th! This gathering is poised to be a fabulous experience, showcasing the latest in AI and automation technology. 🤖 Here's a peek at what's on the agenda: ▶ Key insights from industry leaders like Tim Battis, Adam Field, David Sentongo, CPA, Emily Nash-Walker, Bill Mariani, and Jimar Garcia. ▶ Deep dives into intelligent workflow automation and the transformative power of Generative AI. ▶ Practical applications and customer case studies showing real-world success. And my favorite: networking with professionals who are at the forefront of technological innovation. If you'll be at the Summit, let's connect and chat about the Copilot for Insights we developed in partnership with Tungsten Automation. If you aren't planning to attend the Summit but would like to learn about how leading partners in insurance, financial services, logistics, supply chain, and other industries are leveraging generative AI to extract insights from documents, please reach out. #GenerativeAI #GenAI #AI #ML #Insights #DocumentAutomation #Automation #Networking #TechEvent #LosAngeles #CPG #Insurance #FinancialServices #Logistics #SupplyChain #Manufacturing

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CFOs Struggle to Manage Complexities of State Tax Filings Tax season might be over. But then again, there’s always next year. As Wendy Walker, solution principal at Sovos, told PYMNTS, the complexities of tax reporting will still demand that organizations of all sizes gear up for changes in the tax code and rigorous reporting requirements that will always be fluid and complex. But one thing is simpler: The IRS’ Combined Federal and State Filing program seeks to simplify some of that complexity by taking things online. As Walker told PYMNTS, direct state reporting takes place — as the name implies — when an enterprise files 1099 tax information directly with a state government. “Generally speaking, if you are required to issue a 1099 to the IRS, there is going to be a state requirement as well,” she said. Tax laws require that states use most of the information contained in 1099s, W-2s and other returns that are filed with the IRS to compare income and withholding amounts on state income returns. Enforcement Is Ramping Up Although state tax reporting is nothing new — it’s been around for decades — Walker noted that enforcement has seen some renewed vigor in terms of making sure that all the information matches up. Missteps or failure to file those forms with the states winds up having consequences, chiefly in the form of penalties. “Sometimes states have a per-failure penalty rate, so they will charge a certain dollar amount for each information return that has not been filed,” she said. “Other states will levy penalties based on the income reported on the returns that were not filed.” “There can be pretty stiff penalties, depending on the state,” she added. Amid the stepped-up enforcement, complexity reigns too. This is becoming more apparent as states lower direct-reporting requirements below IRS thresholds. Walker offered the example where some states now require direct reporting of Form 1099-K for transactions done through online apps such as Uber and DoorDash at a $600 threshold, while the IRS only plans to lower the federal threshold to $5,000 for 2024 reporting. Although the IRS’ combined filing program seeks to allow states to file information with the IRS — and the IRS shares the info with the states — the fact remains that the IRS does not (yet) support all the information that states require. California, in just one instance, requires information returns for cancellation of debt that are not included in the combined program. “So, if you are in California, you would have to file those returns directly with the state instead of being able to rely on the IRS,” Walker said. In other cases, some states are listed as participating in the combined program, but their websites say that companies must file directly. “This can all get a bit confusing,” Walker said. News credit PYMNTS #news #fintechnews #finance #financenews #trendingnews #viralnews #dailynewsupdates #dailynewsletter

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Fun fact: Did you know sales taxes emerged during the Great Depression? Jenny Eschen Carter, CMI, Timothy Howe, CPA and Andrey Yushkov discuss the history of it all on our latest episode. Check it out now 😉👍 #SalesTaxes #SynexusTaxSolutions #TaxingPoetic

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Discover how a fractional CFO can drive your company's ROI through strategic budgeting and financial oversight. #Cathcap #FractionalCFO #BudgetingforGrowth

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If you're a nonprofit professional, you know that CRM systems are the backbone of an organization's data management. With so many options to choose from, it can be overwhelming to decide where to start. Laura's latest post is a great place to begin exploring your options. Check it out! #nonprofit #CRM #datamanagement"

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Growth propels a virtuous cycle of improvement within a business. As a company grows, it challenges the status quo, pushing leadership to evolve and develop. Join in on our conversation around the power of growth on the latest episode of Shocking Profit. This is a must-listen to help drive shocking profit in your business! Tune in here- https://lnkd.in/gKDT_gxW

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Dive into the latest episode of The Accounting Podcast with hosts Blake Oliver, CPA & David Leary and our very own Chris Vanover, CPA to uncover the shocking reasons behind Withum's $2M PCAOB fine in our special feature, "SPAC Attack." Don't miss out on this eye-opening discussion! Listen now on: https://lnkd.in/gcFKCAa8 #CPAClubLive #CPAClubMembership #CPAClub #CPAClubPasses #FinancialSuccess #Accounting #Auditing #CPA #Audit #AccountingServices #CPALeaders #QualityManagement #cpafirms

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Did you know that the REVREX Score can help you gauge your business's tax vulnerability? Find out how this unique feature can transform your approach to tax compliance. Click to learn more!  #TechTalkTuesday #REVREXScore #TaxVulnerability #TaxInsights

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Check out the latest PYMNTS series wherein Intellicheck CEO Bryan Lewis speaks to the importance of adopting identity verification solutions that strike a balance between security and ease of use. Check out the insightful discussion here: https://lnkd.in/eNHrThdx #accounttakeover #fraudrisk #identitytheft #intellicheck #pymnts #fraudprevention #intellicheck

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We are thrilled to share this in-depth case study illustrating how Thompson Coburn LLP utilized our Sensei IQ solution to create a single pane of glass view across their portfolio. This success story is just one example of how Sensei Project Solutions is making a difference in businesses around the globe. 🌟 #SenseiProjectSolutions #CaseStudy #ProjectManagement #SenseiIQ #MicrosoftProject #msproject #powerplatform #projectmanagement #projectmanagementsoftware

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We are thrilled to share this in-depth case study illustrating how Thompson Coburn LLP utilized our Sensei IQ solution to create a single pane of glass view across their portfolio. This success story is just one example of how Sensei Project Solutions is making a difference in businesses around the globe. 🌟 #SenseiProjectSolutions #CaseStudy #ProjectManagement #SenseiIQ #MicrosoftProject #msproject #powerplatform #projectmanagement #projectmanagementsoftware

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Join us on May 21, 2024, from 10:00 - 11:00 AM for a live webinar that's a game-changer for solo practitioners and small accounting & tax firm owners. "Application Stacking for Solo and Small Firm Efficiency" is here to revolutionize your workflow! 🎤 Featuring Kelly Rohrs, CPA, a seasoned expert passionate about tech in accounting, this one-hour course is specifically designed to help you streamline your operations and supercharge your productivity. You'll learn: ✅ The art of application stacking: what it is and how to do it effectively. ✅ How to identify the right tools that work together seamlessly. ✅ Strategies to integrate applications into your business for maximum impact. Whether you're a solo entrepreneur or run a small firm, this webinar will equip you with the insights to build a robust digital infrastructure that propels your business forward. 🔗 Reserve your spot at https://ow.ly/OFSA50QFUSe and get ready to transform your business operations with the power of technology!

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