LifeYield offers ‘Taxficient’ info for tax planning

in Finance & Accounting, News & Views / by Newsfeed /

(Source: Accounting Today) Previously, LifeYield’s cloud-based technology was only available to large financial services firms such as Morgan Stanley and Franklin Templeton, but it’s now available to financial advisors, accountants and tax practitioners as well. “LifeYield is a SaaS technology company that focuses on tax optimization solutions to help …

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