Old-School Tax Prep Is Costing the Wealthy More Than They Think
January 7, 202612 min
Old-school tax prep leaves the wealthy overpaying. AI-driven, year-round advisory transforms CPAs from reactive filers to proactive wealth strategists.
Fortis Capital Advisors acquires ClearPath Financial, LLC
April 10, 20243 min
Fortis Capital Advisors, a rapidly growing RIA based in the Kansas City area, announced that it continues to expand its national footprint with the acquisition of Chicago, Illinois based firm ClearPath Financial, LLC. As a native of the suburbs of Chicago, I couldn’t be more excited about the acquisition of ClearPath,” said Fortis Capital CEO, Rob Hagg. “Stan Nieminski built an amazing business that continues to grow with his daughter Jessica. The companies’ philosophies align with an emphasis on strong...
New alliance continues FloQast’s momentum in Europe, driving greater velocity, accuracy, and audit readiness among Accounting and Finance teams
Ryan and Meridian Global Services Enter Partnership to Improve VAT Determination in SAP
June 16, 20203 min
Ryan, a leading global tax services and software provider, announced it has entered into a strategic partnership with Meridian Global Services to enhance its ability to deliver global value-added tax (VAT) determination solutions in SAP®. The partnership will support Ryan’s tax technology implementations for European Union businesses with a tax solution that provides fully compliant and automated tax processes in their SAP ECC 6.0 or S/4HANA systems FinTech News. Ryan can now utilize the Meridian VAT add-on...
Chad Dunkin Promoted to Principal
May 14, 20202 min
Ryan, a leading global tax services and software provider, announced the promotion of Chad Dunkin to Transaction Tax Principal in the Firm’s Houston, Texas office. He specializes in providing multijurisdictional transaction tax services with a focus on the oil and gas, restaurant services, and general manufacturing industries. Mr. Dunkin has served Ryan for nearly 15 years, joining as an intern in June 2005. “Congratulations to Chad on his many achievements and contributions to our clients...