| Publisher | Microsoft Tips | ||
|---|---|---|---|
| Format | WORD | Date added | 01 Jul 2006 |
| Topics | Accounting Applications, Finance, Application Development | ||
| Downloads | 3 | ||
Recent IRS decisions make it increasingly important for wealthy taxpayers and tax professionals to personally maintain investment accounting rather than rely on brokerage firm reporting. The lack of effective tools makes this a difficult and time-consuming task. CEO of Aspire, wanted to create software and services to help users quickly and easily implement effective strategies for minimizing taxes. Aspire worked with Qdabra Software to build on the capabilities of Microsoft software in order to better manage investment portfolios. Folio Manager, which will be featured in the Solution Showcase for the Microsoft Office System, enables users to model the effects of buying and selling across several accounts, and plan their tax strategy accordingly.
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