Schmidt Financial Management, WealthManagement.com 2024 Industry Award Finalist for Client Initiative Category [Yahoo! Finance]
Duolingo, Inc. - Class A (DUOL)
Company Research
Source: Yahoo! Finance
Industry Award (the "Wealthies") for the 'Client Initiative' category based on its innovative Tax Dashboard. This underscores Schmidt Financial Management's commitment to be the place where executives and technology professionals go for financial advice. Schmidt submitted an innovative service offering for their clients and clients' CPAs: the Tax Dashboard. The Tax Dashboard streamlines communications and tax task management for clients, their CPAs, and advisors. The Dashboard has the ability to reduce time and effort for all involved while keeping tax information current. The impact of the Dashboard is that it may relieve some stress that clients feel around taxes. The Tax Dashboard takes service to the next level for Schmidt's clients. Before CPAs reach out to gather necessary tax documents or send out tax binders, Schmidt sends a highly personalized tax communication to clients. Leveraging state-of-the-art technology, Schmidt has built a custom portal to securely share tax repo
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DUOL
Earnings
- 11/6/24 - Beat
DUOL
Sec Filings
- 12/20/24 - Form 4
- 12/20/24 - Form 4
- 12/19/24 - Form 144
- DUOL's page on the SEC website