| Publisher | Microsoft | ||
|---|---|---|---|
| Format | WORD | Date added | 01 Jul 2006 |
| Topics | Accounting Applications, Finance, Application Development | ||
| Downloads | 1 | ||
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.
Did you find this white paper useful?
1 out of 2 users found this white paper useful
Related white papers
Oracle Case Study: Pentagon Federal Credit Union
Pentagon Federal Credit Union, headquartered in Alexandria, Virginia, was organized and chartered for the purpose of promoting thrift among its members and creating a source of credit for provident or...
Oracle Case Study: URS
With more than 300 offices, 27,000 employees, and operations in more than 20 countries, URS is a global leader in engineering services. With accounting and project management processes slowed by...
Case Study for Oracle Applications R11i Implementation
The client is a provider of technology-based business solutions focused on getting businesses to market faster with better, more robust systems. The client experienced explosive growth in the last five...
The Dirty Little Secret of Accounts Payable Is...
The "Dirty Little Secret" of Accounts Payable is ... it costs a lot to pay a bill. According to a Hackett Benchmark Study, world-class invoice processing is over $10 less...
Getting Ready for IFRS
Successful businesses around the globe have shown time and again that what at first glance may appear as a difficult and costly change in regulation can be an opportunity for...
Smooth Transition: Preparing for IFRS
The SEC proposes that 2014 be the first year for US registered companies to file their financial statements in International Financial Reporting Standards (IFRS) format. This white paper covers...
Managing Risk & Uncertainty - An Executive's Guide to Integrated Bus Planning
A time of unprecedented market volatility and competition calls for a new business strategy. Integrated business planning can help you keep your finger on the market pulse, reduce planning iterations,...
