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Fintech Analytics: The Top 7 Metrics Every Fintech Company Should Monitor
Wednesday, June 12, 2019 - 2:21pm | 1629In an incredibly competitive sector, fintech companies collecting big data streams should ask themselves: How do I make sure I’m poised to take advantage of market opportunities the moment they emerge? How do I diagnose and fix incidents before they have time to impact my business? How...
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Signs It's Time To Call In The Professionals On Your Finances
Sunday, August 21, 2016 - 9:11pm | 711There are so many ways you can handle your budget without calling in the big guns. However, whether you are not financially literate, don't seem to have the time/motivation or are so far removed from financial security that you don't even know where to start, using available resources such...
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How To Find The Perfect Tax Preparer
Tuesday, January 28, 2014 - 3:17pm | 598If you’re still looking for a tax preparer, we put together a few pointers to help you in your search. Do They Have a PTIN? If they don’t have a preparer tax identification number, they can’t prepare your return for you. Check Their Background Just because they do something with money...
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IRS, Why Force Taxpayers to Reconcile Securities-Broker 1099-Bs to Tax Returns, When Your Rules are Apples vs. Oranges?
Tuesday, March 20, 2012 - 9:45am | 1899By Robert A. Green, CPA and founder of Green & Company Inc. (GreenTraderTax.com and GreenTraderFunds.com)< br/> Continuation of our blog series on problems with 1099s for 2011 taxes. Contrary to public perception, securities brokers' cost-basis reporting on 1099-Bs rarely matches...
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Please IRS, Don't Match Tax Returns With New Cost-Basis 1099-Bs
Thursday, March 15, 2012 - 11:15am | 958By Robert A. Green, CPA and founder of Green & Company Inc. (GreenTraderTax.com and GreenTraderFunds.com) In addition to my Forbes blog "Beware Botched 1099-Bs, Form 8949 At Tax Time" and interview in the WSJ article “Dodging a 'Cost Basis' Crisis,” my partner Darren Neuschwander, CPA and I had...
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Even With Valid Questions, Gov. Romney's Taxes Look Compliant
Tuesday, January 24, 2012 - 8:51pm | 2296By Robert A. Green, CPA and founder of Green & Company Inc. (GreenTraderTax.com and GreenTraderFunds.com) Gov. Romney's tax returns are complex, but that is par for the course for someone who is compliant with overly detailed and onerous IRS rules, especially on all things foreign....