Tax Day

Arch Celebrates Tax Day with Redesign Showcasing Next-Generation AI, Data Visualization, Tax Tools to Transform Private Investments Admin

Retrieved on: 
Monday, April 15, 2024
Data Management, Technology, Professional Services, Security, Apps, Applications, Software, Artificial Intelligence, Networks, Internet, Mobile, Wireless, Finance, EIN, Investment, Social Security, Geography, AI, Tax Day, Collection, Automation, Documentation, Tax, Record, Legislation, Cryptocurrency

Arch , a digital admin platform modernizing private investment operations and investor communications, today celebrated Tax Day with the addition of several new innovative tools to its platform.

Key Points: 
  • Arch , a digital admin platform modernizing private investment operations and investor communications, today celebrated Tax Day with the addition of several new innovative tools to its platform.
  • In addition to enhanced insights, these tools reduce time spent on the cumbersome administrative responsibilities typically associated with private markets investing.
  • To meet growing demand, Arch continually gathers detailed client feedback with a focus on delivering more automation and insights across client portfolios.
  • “Arch has helped us establish a better tax experience as we navigate the extended tax season from January to October.

AARP NY & NYS ATTORNEY GENERAL KICK OFF 'FIGHT FRAUD. SHRED IT!' FREE EVENTS

Retrieved on: 
Thursday, April 18, 2024
Federal Trade Commission, Credit card, Social Security, Social, Crime, New Yorker, Safety, PIN, Identity theft, Policy, Book, Checklist, Linear settlement, Tax Day, Tax, AARP, ID, Boy, Fraud, Cryptocurrency

NEW YORK, April 18, 2024 /PRNewswire/ -- Since tax documents contain some of the most identifying information, AARP New York and state Attorney General Letitia James today launched the first of a statewide series of free shredding events at the Boys and Girls Republic at the Henry Street Settlement in Manhattan. 

Key Points: 
  • includes 33 paper-shredding events beginning around the state to help New Yorkers safely dispose of their outdated personal papers.
  • The events continue throughout New York State until May 18, 2024, to coincide with spring cleaning and after taxes are filed.
  • "We thank the AARP and Attorney General Letitia James for their ongoing vigilance against fraud that particularly targets the most vulnerable individuals.
  • Connect with AARP New York on X: @AARPNY and Facebook: AARP New York

New AFSA Survey Shows Consumer Credit Conditions Deteriorated in Q1 2024; Twice as Many Lenders Say Conditions "Worsened" Compared to "Improved"

Retrieved on: 
Thursday, April 18, 2024
American Financial Services Association, NII, AFSA, Tax Day, Research, C3, Clothing, Real estate

WASHINGTON, April 18, 2024 /PRNewswire/ -- The American Financial Services Association (AFSA) today released its Consumer Credit Conditions (C3) Index, based on a survey of leading mortgage, vehicle finance, personal installment, and credit card providers. Participants shared their views on several key business indicators, including how they see consumer lending evolving in the coming months. 

Key Points: 
  • Participants shared their views on several key business indicators, including how they see consumer lending evolving in the coming months.
  • The survey's results show conditions facing consumer lenders deteriorated on balance in the first quarter of 2024, compared to the fourth quarter of 2023:
    Twice as many lenders said that business conditions worsened in Q1 (38.6 percent) versus improved (19.3 percent).
  • The "Net Improving Index (NII)" – the percentage of those reporting improving conditions minus the percentage reporting worsening conditions – was -19.3 percent.
  • "The Q1 2024 survey results point to broad-based deterioration in consumer lending business conditions to start the year.

Great American Cookies Serves Free Cookie Cake Slices for Tax Day 2024

Retrieved on: 
Monday, April 8, 2024
Great American Cookies, Tax Day, Marketing, Tax, Baking

LOS ANGELES, April 08, 2024 (GLOBE NEWSWIRE) -- Great American Cookies, the Original Cookie Cake franchise owned by FAT Brands Inc., is slicing up a sweet deal this Tax Day! This year, on April 15 (Tax Day), fans can buy one Cookie Cake Slice get one Cookie Cake Slice free at participating locations nationwide.

Key Points: 
  • LOS ANGELES, April 08, 2024 (GLOBE NEWSWIRE) -- Great American Cookies , the Original Cookie Cake franchise owned by FAT Brands Inc., is slicing up a sweet deal this Tax Day!
  • This year, on April 15 (Tax Day), fans can buy one Cookie Cake Slice get one Cookie Cake Slice free at participating locations nationwide.
  • Great American Cookies has a tradition of offering free goodies to their loyal customers to alleviate Tax Day stress.
  • “While it’s hard to sugar-coat Tax Day, our deal certainly makes it easier to get through,” said Katie Thoms, Senior Director of Marketing for Great American Cookies.

The Education Plan® is a Great Option to Invest Your Tax Refund

Retrieved on: 
Tuesday, April 2, 2024
College, Education, Student, Tax Day, CNBC, Life insurance

To date, the average federal tax refund for 2024 is approximately $3,145, according to CNBC .

Key Points: 
  • To date, the average federal tax refund for 2024 is approximately $3,145, according to CNBC .
  • For those looking to make a meaningful investment in their future, reserving some or all of the funding from their tax refund for a 529 education savings plan provides numerous benefits.
  • Investing in a 529 plan not only helps families prepare for future education expenses, but also offers significant tax benefits.
  • Additionally, funds invested in the plan grow tax-free, and funds withdrawn to cover qualified education expenses are tax-free.

47% of TAX FILERS DELAY FILING RETURNS

Retrieved on: 
Monday, April 8, 2024
Millennials, IRS, Tax, Paralysis, Tax Day, Ageing, Research, DIY, Assist, Age, File, TaxAct, Procrastination, Emotion, Online shopping

DALLAS, April 8, 2024 /PRNewswire/ -- TaxAct® today released new research that showcases the stress American tax filers feel as Tax Day looms. The State of Taxpayer Stress in America highlights how procrastination gets in the way of starting the process of filing a return—even when people expect to get a tax refund. Why delay filing and retrieval of that sweet refund? Stress.

Key Points: 
  • DALLAS, April 8, 2024 /PRNewswire/ -- TaxAct® today released new research that showcases the stress American tax filers feel as Tax Day looms.
  • The survey found 47% of tax filers delay the task.
  • When they finally do get around to filing, 61% of tax filers take at least one break from the process before returning to file and taking their victory lap.
  • For Millennials, a desire to delay filing might stem from reaching new life stages, such as marriage or homeownership, that can complicate their tax profile.

H&R Block to Release “Responsibility Island,” a Reality TV Parody Series That Blends Comedy, Love and Taxes

Retrieved on: 
Tuesday, February 13, 2024
Daniel Rosenberg, Tax Day, Gen, Tax, Generation Z, DIY, The Roku Channel, Taytay, Heart, H&R Block, HRB

All four episodes will air on Friday, Feb. 16, on The Roku Channel, YouTube or H&R Block’s website .

Key Points: 
  • All four episodes will air on Friday, Feb. 16, on The Roku Channel, YouTube or H&R Block’s website .
  • Responsibility Island features a group of young adults who think they are embarking on the latest dating show journey.
  • To their surprise, what they thought would be an adventure to find true love is actually a responsibility boot camp.
  • “This intentionally unlikely pairing of reality TV and taxes is a first of its kind for the tax industry,” said Daniel Rosenberg, co-founder of Piro.

MID-YEAR TAX PLANNING MORE IMPORTANT THAN EVER BEFORE

Retrieved on: 
Tuesday, July 25, 2023
Life, File, Steber, Tax, PayPal, Venmo, Season, Jackson Hewitt, Retirement, Family, Tax Day, Life insurance

JERSEY CITY, N.J., July 25, 2023 /PRNewswire/ -- July marks the halfway point in the year, which is the perfect time to analyze financial items related to filing taxes and complete a mid-year check-in. To help ensure taxpayers have a smooth tax filing next year that can potentially help reduce money owed or even increase a tax refund amount, the Tax Pros at Jackson Hewitt Tax Services® are encouraging taxpayers to organize their documents and schedule a mid-year planning appointment today.

Key Points: 
  • To help ensure taxpayers have a smooth tax filing next year that can potentially help reduce money owed or even increase a tax refund amount, the Tax Pros at Jackson Hewitt Tax Services® are encouraging taxpayers to organize their documents and schedule a mid-year planning appointment today.
  • That's why we strongly encourage having a mid-year planning appointment with a Jackson Hewitt Tax Pro."
  • To do a mid-year tax planning, taxpayers should first review their 2022 tax return and a summary of their current income amount so far in 2023 and compare the basic facts.
  • A Jackson Hewitt Tax Pro can help taxpayers with what can be changed, including altering tax withholdings, increasing retirement contributions, and other strategies.

Tax Season Survey of Main Street Accountants Raises Alarms for Small Business Clients

Retrieved on: 
Monday, May 8, 2023
Professional Services, Business, Data Analytics, Fintech, Consulting, Accounting, Main Street, Pressure, Survey, Small business, Optimism, IRS, Small Business Administration, Tax, Confidence, Partner (business rank), Research, Terra firma, Growth, Health, Tax Day, Automation, Tax advisor, Cryptocurrency

Survey responses revealed that looming economic headwinds could create challenges for small businesses in the next 12–18 months.

Key Points: 
  • Survey responses revealed that looming economic headwinds could create challenges for small businesses in the next 12–18 months.
  • The survey, conducted during the 2023 tax season, uncovered that accountants believe small businesses will face challenges when it comes to accessing fresh capital, increasing profits, managing payroll costs, weathering supply chain difficulties, and hiring new staff.
  • The 2023 Avalara Accountants Confidence Report, produced in conjunction with CPA Trendlines, queried trusted advisors with clear insights into the financial health of small business clients.
  • Accountants were surveyed as they combed through business clients’ financials and prepared their tax returns.

Drake Software Wins 5 Repeat Categories and Adds 3 More Wins in 2023 CPA Practice Advisor Readers' Choice Awards

Retrieved on: 
Thursday, April 20, 2023
Communication, Reader, Tax Day, CPA

FRANKLIN, N.C., April 20, 2023 /PRNewswire/ -- As tax practitioners finished the final push for Tax Day 2023, the CPA Practice Advisor released its annual Readers' Choice Awards survey results.

Key Points: 
  • FRANKLIN, N.C., April 20, 2023 /PRNewswire/ -- As tax practitioners finished the final push for Tax Day 2023, the CPA Practice Advisor released its annual Readers' Choice Awards survey results.
  • The publication surveys readers for feedback on tax preparation software and related products used in the last year.
  • In addition to claiming five repeat categories, Drake Software's solutions took first place in three more.
  • Consistency and innovation are key to success and Drake Software has proven both during the last tax season.