Transfer agents play a crucial role in the financial world, especially in the realm of accountancy. They are responsible for maintaining the accuracy of shareholder records and facilitating the transfer of securities from one shareholder to another. With the...
You have been paying a platform to host your brand of products and services, but have found that the fees you are paying are increasingly taking away from your profit margins. You are now perhaps crunching the numbers and searching for effective and efficient...
Your utility bills include state and local taxes that can add up quickly. Some companies qualify for tax exemption status based on their processes. You can’t claim this exemption without completing the appropriate study. Hiring a utility tax service will provide the...
Employee plan services simplify the management of employee plans for issuers and investors. Furthermore, these services synchronize share distribution with transfer agents, benefitting everyone. Consequently, it can embolden peace of mind and deliver efficient...
Traditional, earnings and other types of shareholder meetings are held in person. That is no longer a requirement. Today, it's possible to gather in a virtual environment for a virtual shareholder meeting, an approach that works on multiple levels. Here are some of...