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Type: Forum Threads; User: Dave DeJonge

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  1. Management Fee Invoice Handling

    Started by Dave DeJonge, 06-01-2018 07:05 AM
    • Replies: 3
    • Views: 174
    Last Post: 06-06-2018 08:20 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Investments

  2. Reporting "Basis Recovery" on 1099R

    Started by Dave DeJonge, 06-01-2018 06:39 AM
    • Replies: 7
    • Views: 321
    Last Post: 06-05-2018 07:34 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Benefits/Tax

  3. Administrative Costs

    Started by Dave DeJonge, 05-09-2018 06:53 AM
    • Replies: 7
    • Views: 396
    Last Post: 05-19-2018 09:34 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Reporting/GASB

  4. Popular Annual Financial Report

    Started by Dave DeJonge, 05-09-2018 06:57 AM
    • Replies: 5
    • Views: 281
    Last Post: 05-19-2018 09:28 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Reporting/GASB

  5. Private Investment Fees

    Started by Dave DeJonge, 05-09-2018 03:25 PM
    • Replies: 2
    • Views: 154
    Last Post: 05-09-2018 03:27 PM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Investments

  6. CAFR Preparation Software

    Started by Dave DeJonge, 04-17-2018 06:27 AM
    • Replies: 4
    • Views: 276
    Last Post: 04-17-2018 09:50 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Reporting/GASB

  7. Accepting Demographic and Payment Changes

    Started by Dave DeJonge, 04-04-2018 07:51 AM
    • Replies: 3
    • Views: 447
    Last Post: 04-06-2018 04:13 PM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Benefits/Tax

  8. Handling Unclaimed Checks

    Started by Dave DeJonge, 04-02-2018 08:59 AM
    • Replies: 4
    • Views: 479
    Last Post: 04-02-2018 09:05 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Benefits/Tax

  9. Direct Deposit Prenotes

    Started by Dave DeJonge, 03-20-2018 07:09 AM
    2 Pages
    1 2
    • Replies: 14
    • Views: 1,503
    Last Post: 03-22-2018 10:43 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Benefits/Tax

  10. Compliance Program

    Started by Dave DeJonge, 02-16-2018 05:58 AM
    • Replies: 3
    • Views: 892
    Last Post: 02-16-2018 12:51 PM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Compliance

    • Replies: 5
    • Views: 881
    Last Post: 02-14-2018 07:18 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Benefits/Tax

  11. International Tax Service Providers

    Started by Dave DeJonge, 01-09-2018 05:43 AM
    • Replies: 8
    • Views: 1,465
    Last Post: 01-11-2018 08:01 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Investments

  12. Employer Audits

    Started by Dave DeJonge, 12-27-2017 02:42 PM
    • Replies: 3
    • Views: 896
    Last Post: 01-09-2018 05:35 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    GASB 67-68

  13. Refund Cancellations

    Started by Dave DeJonge, 11-13-2017 06:36 AM
    • Replies: 6
    • Views: 1,062
    Last Post: 11-15-2017 12:56 PM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Compliance

  14. GASB 72 Disclosures

    Started by Dave DeJonge, 11-10-2017 08:30 AM
    • Replies: 5
    • Views: 1,193
    Last Post: 11-10-2017 08:40 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Reporting/GASB

  15. Investment Valuation Lags a Quarter

    Started by Dave DeJonge, 10-19-2017 08:28 AM
    • Replies: 5
    • Views: 1,285
    Last Post: 10-19-2017 08:32 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Investments

  16. Disposal of Used Assets

    Started by Dave DeJonge, 08-24-2017 04:40 PM
    • Replies: 4
    • Views: 1,138
    Last Post: 08-24-2017 04:44 PM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Compliance

  17. Proof of Existence Process

    Started by Dave DeJonge, 08-11-2017 09:08 AM
    • Replies: 2
    • Views: 713
    Last Post: 08-11-2017 02:09 PM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Compliance

  18. 1042-S Tax Reporting

    Started by Dave DeJonge, 04-26-2017 08:46 AM
    2 Pages
    1 2
    • Replies: 11
    • Views: 6,088
    Last Post: 07-25-2017 04:42 PM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Benefits/Tax

  19. Strategic Plans

    Started by Dave DeJonge, 07-13-2017 08:29 AM
    • Replies: 2
    • Views: 1,216
    Last Post: 07-13-2017 08:37 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Hot Topics

  20. Taxability of Disability Benefits

    Started by Dave DeJonge, 06-17-2017 08:08 AM
    • Replies: 5
    • Views: 1,923
    Last Post: 06-20-2017 06:49 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Benefits/Tax

  21. Reporting Investment Manager Fees

    Started by Dave DeJonge, 06-12-2017 08:15 AM
    • Replies: 2
    • Views: 1,209
    Last Post: 06-12-2017 08:22 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Investments

  22. DROP Liabilities

    Started by Dave DeJonge, 05-25-2017 03:13 PM
    • Replies: 5
    • Views: 2,474
    Last Post: 05-30-2017 12:29 PM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Reporting/GASB

  23. Distribution of Paper Materials

    Started by Dave DeJonge, 05-10-2017 08:51 AM
    • Replies: 3
    • Views: 2,205
    Last Post: 05-10-2017 08:52 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Technology

  24. Actuarial Audit Services

    Started by Dave DeJonge, 03-30-2017 09:28 AM
    • Replies: 7
    • Views: 3,833
    Last Post: 04-05-2017 07:47 AM
    by Dave DeJonge  Go to last post

    Online Discussion:
    Outside Service Providers

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