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Author Archives: Terri Rickards

Terri is a customer finance manager with seven years of experience in the relocation industry. She has extensive experience working in accounting, payroll, and human resources.

What’s the PLAN? Getting Ready for the Year-End Tax Reporting Process

On Wednesday, Susan Koekkek, director, customer finance, and I delivered an eLearning session for Cartus clients, attended by nearly 100 people, on preparing for the year-end tax reporting process. As we mentioned during our presentation, the session can be summed up with the acronym PLAN, which advises clients that they can be Prepared, Leave the office on time, be Accurate in reporting, and end up with No W-2 corrections.

Cartus’ Relocation Accounting Department is in the midst of helping clients through this annual rite. The following are 10 steps we discussed in the session that relocation program managers can follow to [...] Read More

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