NetWorth Services CEO Featured in Accounting Today
NetWorth Services President and CEO Nico Willis was recently featured in www.AccountingToday.com as a leading expert on the new cost basis reporting procedures. In a new report published exclusively...
View ArticleCPA Advisor Magazine sat down with President and CEO of NetWorth Services
As tax season approaches, a reporter from CPA Advisor Magazine sat down with President and CEO of NetWorth Services, Mr. Nico Willis to talk about the importance of the new legislation, cost basis...
View ArticleNew Tax Laws Take Guesswork Out of Investment Tax Liability
NEW YORK TIMES….Until recently, the tax man rarely held you accountable for how much you profited — or lost — when you sold stocks or mutual funds. Instead, reporting those numbers on your tax return...
View ArticleFiguring Taxes on Selling Shares From a Spinoff
USA TODAY -Corporate spinoffs are raging back to Wall Street. And that’s about to give some investors a headache at tax time. Spinoffs are corporate maneuvers where a company separates a part of its...
View Article4 Tips for Reporting Capital Gains Tax
MARKETWATCH…By now you should have received your amended or revised 1099s from your brokerages and investment houses. I hope (unless yours is really simple) you haven’t filed your tax return yet. Why?...
View ArticleNetWorth Services’ ePortfolio Manager and Netbasis Win Gold, Silver and...
San Francisco – – NetWorth Services received the distinct honor of winning top prizes in four separate categories Monday night at the American Business Awards, also known as the Stevie Awards. The...
View ArticleNetWorth Services Introduces New Web Application
NetWorth Services has introduced a powerful new web application that will allow financial planners and advisors to easily manage their clients’ entire portfolio online. It is called ePortfolio Manager,...
View Article2013 Sales, Revenue Expected to More than Double at Phoenix-based NetWorth...
PHOENIX, February 19, 2013 – Sales and revenue were up about 150 percent at Phoenix-based NetWorth Services in 2012 and are expected to more than double in 2013. “We expect our growth in 2013 to be...
View ArticleNetWorth Services Selected a Winner in 34th Annual Telly Awards
Phoenix, Feb. 26, 2013 – The Telly Awards has named NetWorth Services as a Bronze winner in the 34th Annual Telly Awards for the company’s piece titled “Investment Tax Management Professional-Portfolio...
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Making Financial Literacy Fun for Kids
To help promote financial literacy and the importance of investing for the future, NetWorth Services CEO Nico Willis visited Carl Hayden High School in Phoenix to launch a nine-week virtual Stock...
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Three Seniors on Winning Team Beat S&P 500 by 6.5% AND Do Better than 65% of...
Out of 345 participating teams from the state of Arizona, the winning team from Carl Hayden High School took 7th place. Comprised of three girls (Ann Bueno, Marisol Jimenez and Maria Reyes Santiago),...
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