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Tax Reporting Solutions

When it comes to tax reporting, accuracy and efficiency are essential to your firm's success. Inaccuracies in your investment tax reporting can result in significant financial penalties and immeasurable reputation damage.

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Internal Revenue Service Announces Cost-of-Living Adjustments for 2018

(Published October 20, 2017) On October 19, 2017 the Internal Revenue Service announced retirement plan related cost-of-living adjustments (COLAs) for 2018. Though many figures including the $5,500 regular contribution limit for traditional and Roth IRAs will remain the same, certain income thresholds that determine traditional IRA deductibility, Roth IRA eligibility, and saver's tax credit eligibility will slightly increase.

Implementing EFS: a practical guide

(Seminar November 22, 2017) Join us in Sydney for an insightful lunchtime discussion on the EFS Form Review and the practicalities of implementation, covering resourcing requirements and budgeting, managing the revised parallel run requirements, data quality challenges, etc.

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Top Ten Challenges with Phase 3 Compliance GainsKeeper CompleteDebt

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Cost Basis Reporting Law

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Passive Foreign Investment Funds

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