Episode Overview

This webinar focuses on various topics related to affiliate marketing and client management for Occams Advisory. During the webinar, Amber introduces features of the affiliate portal designed to streamline the management of client leads, documents, and communications.

Detailed explanations and demonstrations are provided on how to navigate and utilize the portal effectively, including sending agreements, managing opportunities, and uploading necessary documents. Additionally, the webinar discusses the importance of tax compliance and introduces tools like Tax Now for monitoring IRS processing statuses. The session encourages interactive participation from affiliates, offering a platform for questions and emphasizing the importance of feedback for ongoing improvements.

BSGI

Business Services & Growth Incubation

FTPS

Financial Technology & Payment Solutions

CMIB

Capital Market & Investment Banking

TC

Tax Advisory and Tax Credits

Employer of Record (EOR)

Structuring, Incorporation & Accounting Advisory

Process Efficiency, Compliance, Tax Planning & Filing

Information Technology Services

Digital

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Merchant Accounts Across the Globe

Tailored Payment Solutions & Verification Services

Customized Payment Risk Management & Analytics

Proprietary Fintech Platform

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Capital Raising to Promote Growth

Financial Advisory and Transaction Integration

Sell-Side M&A

Buy-Side M&A

Decision Science and Risk Assurance

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Employee Retention Credit (ERC)

Research & Development Tax Credit

Tariff Refund Program (TRP)

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Resources

Enhancing Affiliate Engagement with New Portal Features and Emphasizing Tax Compliance

Episode Overview

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