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IRS Electronic Filing Is Changing: Are You Ready?

IRS Electronic Filing Is Changing: Are You Ready?

A significant change is coming to the way all financial institutions electronically file information returns with the IRS. Beginning with Tax Year 2026 filings, which will be submitted in calendar year 2027, the IRS will retire its legacy Filing Information Returns...

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How to Review Your Digital Marketing Foundation

How to Review Your Digital Marketing Foundation

Though it feels like the theme every year, 2026 has truly shown us that the speed of change continues to accelerate. As marketers, we need to be responsible for being content creators, analysts, strategists, member experience experts, event managers... all the things....

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More Than a Core: The Value of the Right Processing Partner

More Than a Core: The Value of the Right Processing Partner

A core processing partner should help enable growth, improve operations, strengthen the member experience, and create value throughout the organization. Just as importantly, that partner should be willing to roll up its sleeves and help solve problems when things do not go as planned. That is where the difference between a technology provider and a true partner becomes clear.

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