Tax & Accounting Blog

ONESOURCE Property Tax Software “Knowledgebase” Touts New Features

ONESOURCE Property Tax Software “Knowledgebase” Touts New Features

Several recent additions to the ONESOURCE Property Tax software “Knowledgebase” continue to make it the premiere property tax software solution available. New Knowledgebase features include expandable Category folders, with the biggest change appearing in the Research & Content folder, which contains the new Calendars category where the Personal Property Research Tools article is located.  Also new are state-specific … Read More

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HMRC Drafts Anti-Avoidance Legislation

HM Revenue and Customs’ (HMRC) August 1st anti-avoidance legislative draft is a response to attempts by some UK taxpayers to exploit the existing framework for double taxation agreements (DTAs). With approximately 120 bilateral DTAs, the main purpose of the proposed UK legislation is two-fold: 1) Reinforce the right of the HMRC to ensure that individuals, … Read More

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Onboarding Automation Gives Wealth Managers a Competitive Edge

Wealth management firms are missing opportunities to deepen client relationships and increase revenue during the account onboarding cycle according to the July report, Wealth Management Onboarding: Expanding beyond Account Opening, from Boston-based Aite Group. More than 70% of wealth management firms surveyed view client onboarding as either a back-office function that needs to be cost-contained or a … Read More