| 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
Invest $2000 in Software to Automate R&D Tracking and Earn Back Almost 60% of Your Research Costs!
The Scientific Research and Experimental Development (SR&ED) Program provides tax incentives to Canadian businesses that conduct SR&ED in Canada. Replicon Inc. beat the odds in a challenging business environment by...
A complete view of the enterprise
Finally, in times of economic uncertainty, ompanies are insisting that CFOs lead the effort to make their operational and financial planning more agile, detailed, reliable and efficient. This research was...
TODO1 Brings Mobile Banking to Latin America Using the Valista Service Delivery Platform
Headquartered in Miami, TODO1 is spearheading the development of electronic financial services in Latin America. TODO1 needed to deliver banking services to mobile phones for customers of a consortium of...
Major Telecommunication Company Delivers Value to Its Customers With Electronic Billing Powered by SAP Biller Direct
With a fixed network covering most of Germany, Arcor offers its private and business customers a broad range of voice, Internet, and data services. When Arcor first went looking for...
World-Class Financial Institution Simplifies Enterprise Wide Data Compilation and Reporting With Hyperion Business Intelligence Solutions
As a multinational company with offices worldwide, CLSA Limited, a global financial brokerage based in Hong Kong, needed a Business Intelligence solution to help it prepare consolidated reports on a...
Oracle Case Study: American Bureau of Shipping
The American Bureau of Shipping (ABS) is one of world's leading ship classification societies, establishing and administering standards for the design, construction, and operational maintenance of marine vessels and structures....
Demonstrate Accountability for Your Analytical Assets Throughout Your Organization
If you use data mining or rules-based models to make key decisions, you may need to explain the basis for these decisions to satisfy compliance for Sarbanes-Oxley, Basel II, and...
