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Plante Moran Joins Epicor Partner Network
Epicor and Plante Moran announced a strategic alliance to deliver Epicor’s flagship enterprise resource planning (ERP) solution, Epicor ERP, to its growing

tax and estate planning  United States’ largest accounting, tax, and consulting firms, providing services to organizations in the following industries: manufacturing and distribution, financial institutions, service, health care, private equity, public sector, and real estate and construction.   Plante Moran has an established independent team of ERP systems advisors and implementation specialists, and has recently joined the Epicor Inspired Partner Network to extend its services to Epicor ERP customers. The Epicor Inspired Read More...
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Documents related to » tax and estate planning


Sage Analyst Day 2011: Not your Older Brother’s Sage - Part 2
Part 1 of this series analyzed the transformative events during the last few years at Sage Group, Plc (LSE: SGE) and its Sage North America subsidiary. These

tax and estate planning  services, legal assistance services, tax compliance services, sales, marketing & lead generation services, healthcare services, and so on and so forth. Some of these services come from the Sage Payment Solutions division, which provides  payment card industry (PCI) -compliant merchant services for retail, business-to-business (B2B), and e-commerce businesses in processing customer transactions through credit cards, debit cards, and checks. The division makes electronic payment processing easy for more Read More...
UNIT4: The (Largely) Untold Story - Part 2
Part 1 of this series started with my invitation by UNIT4 (formerly Unit 4 Agresso), the second-largest business applications provider in continental Europe, to

tax and estate planning  with its savvy about tax codes, currencies, financial reporting, etc., by providing a set of role- and function-based capabilities.” Out of the box , the offering provides the following  accounting  functionality for businesses around the world (courtesy of CODA’s proven know-how): Broad accounting applications: featuring  general ledger  accounting, user-defined  budgets , spreadsheet integration,  accounts payable ,  accounts receivable , and  invoicing  Multi-currency and multi-company Read More...
Global versus Local Channel Approach, Who Will Win?
There is a clear distinction between the market dynamics within the respective MBS and Sage/Best channels.

tax and estate planning  a goods and services tax (GST) and value added tax (VAT) available features. Prior to acquiring ACCPAC, Best Software, in particular, never had a product that satisfied core accounting in Canada and internationally. Let alone the specific regional requirements like in India, such as excise for manufacturing, sales tax, payroll, or fixed assets with two depreciating rates applied for each asset—in terms of Indian Companies Act and Income Tax Act, which ACCPAC will manage with ease. Last but not least, Read More...
Agresso Bucks the Slump (and Fights the “ERP Madness”) - Part 1
Sadly, it is not difficult for so many of us to concede that, except for maybe the historic elections in the US and the successful Olympic Games in Beijing

tax and estate planning  ever runs out of tax money and/or printed money by governments) was up big time in 2008, thereby making up for a decline in the private sector. But regardless of market ups/downs, it is of course the differentiation of lower TCC within Total Cost of Ownership (TCO) that is crucial these days. Moreover, Ray Wang of Forrester Research rates Agresso’s licensing and pricing highly in his recent report , which is worth noting, given Ray’s close attention to customers' bill of rights and reputation when it Read More...
Three Steps to Strategic Planning Excellence in Wholesale Distribution Companies
A strategic planning process is critical for distribution companies. Not unlike personal financial planning, distribution executives have to select the best

tax and estate planning  Steps to Strategic Planning Excellence in Wholesale Distribution Companies A strategic planning process is critical for distribution companies. Not unlike personal financial planning, distribution executives have to select the best investments needed now to create profitable growth in the future. If you fail to make the right commitments at the right time, you will miss opportunities and increase your risk. This paper outlines a set of core analytics customized for wholesaler distributors. Read More...
The Evolution of Enterprise Resource Planning Includes Service Industries
Enterprise resource planning (ERP) vendors have extended their functionality to service vertical markets in the service industry. As a result, ERP for services

tax and estate planning  Evolution of Enterprise Resource Planning Includes Service Industries Since the late nineties, the enterprise resource planning (ERP) vendors that originally targeted the needs of manufacturing organizations have slowly extended their functionality to service the needs of non-manufacturing industries as well. By 2000, when many of the major ERP implementations for the manufacturing industry had tapered off, tier one ERP vendors such as SAP and Oracle had refocused efforts to market their integrated Read More...
How to Evaluate a Sales and Operation Planning System
The features available in today’s sales and operations planning (SOP) systems make these systems indispensable assets for an organization. Reporting tools and

tax and estate planning  to Evaluate a Sales and Operation Planning System Sales and operations planning (SOP) is one of the more critical functions an organization must undertake, as its effects span across various departments, and have the potential to directly influence the organization’s profits. A successful SOP department harmonizes the different beats of each division into an agreeable melody. It is definitely a challenge to find an effective tool that can merge the data from different systems to create a coherent pict Read More...
Leverage ERP for Sales and Operations Planning
Sales and operations planning (S&OP) is a practical way to streamline manufacturing operations. With a disjointed view of your company’s departments, it’s

tax and estate planning  ERP for Sales and Operations Planning Sales and operations planning (S&OP) is a practical way to streamline manufacturing operations. With a disjointed view of your company’s departments, it’s impossible to make decisions about where to allocate resources or which parts of the company have excess capacity. S&OP helps fix this by delivering one set of numbers from one planning period to the next, and allows you to track your effort over time. Learn more. Read More...
Driver-Based Planning for Budgets and Forecasting
Line managers and finance staffs are frustrated by the inadequacies of spread-sheet based planning systems for delivering useful budgets and rolling forecasts

tax and estate planning  Based Planning for Budgets and Forecasting Line managers and finance staffs are frustrated by the inadequacies of spread-sheet based planning systems for delivering useful budgets and rolling forecasts. A major problem is the disconnect between the operational elements of a business and financial plans. What's missing is driver-based planning, a best practice methodology where financial plans incorporate assumptions about business activities which are modeled to drive financial data such as revenue Read More...
Succession Planning: Rise of the Talent Ecosystem
Succession planning is not a silo. To take advantage of new opportunities, avoid the looming talent crisis, and mitigate the risk of untimely departures

tax and estate planning  Planning: Rise of the Talent Ecosystem Succession planning is not a silo. To take advantage of new opportunities, avoid the looming talent crisis, and mitigate the risk of untimely departures, companies must extend succession planning across their organizations and fully integrate it into their broader talent ecosystems. Know how this can best be achieved by leveraging a single talent management platform coupled with a strong focus on process and strategy. Read More...
5 Tips to Effective Succession Planning
Succession planning systems manage business risk and ensure leadership and critical role continuity across all levels of an organization. This field guide will

tax and estate planning  Tips to Effective Succession Planning Succession planning systems manage business risk and ensure leadership and critical role continuity across all levels of an organization. This field guide will explore five critical steps to ensure that you get the most out of your succession planning investments. Read More...
Outsourcing Corporate Tax Services
In this position paper, you’ll learn the case for corporate tax services outsourcing, the varying outsourcing options, and the key reasons why most companies

tax and estate planning  specialists to address their tax compliance and payment needs. Read More...
Best Practices in Demand and Inventory Planning for Chemical Companies
Supply chain planning involves functions such as demand forecasting and planning, distribution inventory planning, and plant capacity planning and scheduling

tax and estate planning  Practices in Demand and Inventory Planning for Chemical Companies Supply chain planning involves functions such as demand forecasting and planning, distribution inventory planning, and plant capacity planning and scheduling. The right mix of strategy, education, and systems can have a very high impact on a manufacturer’s overall operations—and ultimately its bottom line. Understand how supply chain functions such as demand and inventory planning can positively impact your company. Read More...

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