Nerd's Eye View

JULY 16, 2025

The law also increases the gift and estate tax exclusion to $15 million per person and creates a new "Trump account", a type of IRA that can be funded at a young age (and without any earned income). Read More.

Tax Planning 79

Tax Planning Planning Accounting Numbers 79

Global Finance

OCTOBER 31, 2024

Offerings include corporate accounts, cross-border yuan settlement, litigation services, and foreign exchange trading. The bank’s charitable planning unit, an industry pioneer, managed more than ¥100 million as of January, with nearly 40,000 professionals supporting some 200,000 beneficiaries. million SMEs stood at ¥1.46

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

Tax Planning 96

Tax Planning Practice Management Planning Communication 96

Nerd's Eye View

APRIL 30, 2025

to five or six years versus TCJA's eight-year window), eliminate some new or existing provisions, or include selective tax increases to offset additional tax cuts. trillion in tax cuts – but due to a controversial legislative accounting tactic, that amount includes the cost of permanently extending TCJA, meaning the $1.5

Budgeting 63

Budgeting Reconciliations Tax Planning Planning 63

CFO Dive

JUNE 23, 2025

That environment can easily lead to paralysis, with business leaders waiting for more information before undertaking planning actions. However, proactive planning can be a crucial tool that helps businesses to find stability within a challenging environment. expiration dates), and likely congressional action into account.

Tax Planning 257

Tax Planning Planning CFO SAP 257

CFO Plans

SEPTEMBER 24, 2024

Discover expert tax planning and accounting services designed to help you thrive. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. Explore online accounting solutions for your business.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

CFO Network

NOVEMBER 10, 2021

Doing your bookkeeping in-house can cost a lot more than if you outsource small business accounting. If you’re wondering whether you should outsource accounting for your small business, keep reading to find out the top advantages. Outsourced Accounting Is More Cost-Effective. Accountants earn an average salary of $71,550.

Accounting 81

Accounting Tax Planning CFO Leverage 81

Accountancy Today

DECEMBER 6, 2023

Almost all (95%) of UK business leaders acknowledge the importance of accountants to their organisations, According to new research from online accounting provider FreeAgent. Notably, it found a convergence of opinion between accountants and business leaders on the top skills accountants need to be successful.

Accounting 98

Accounting Problem Solving Tax Planning Economics 98

CFO Plans

AUGUST 9, 2024

In the rapidly evolving landscape of business accounting, staying ahead requires more than traditional bookkeeping. Discover how CFO Plans can transform your financial management and set your business on the path to success. Transform your financial practices with cloud accounting services.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology 52

Technology Accounting CFO Tax Planning 52

Nerd's Eye View

SEPTEMBER 25, 2024

For example, if taxes were expected to rise in the future, it would be better to contribute to a Roth retirement account (which is taxed on the contribution, but not upon withdrawal) than to a traditional pre-tax account (which is tax-deductible today but is taxable on withdrawal).

Tax Planning 98

Tax Planning Budgeting Accounting Planning 98

CFO Plans

SEPTEMBER 24, 2024

With so many responsibilities on your plate, why not streamline your financial processes with a one-stop-shop for all your small business tax and accounting needs? Small Business Financial Advisory: Your Strategic Partner for Growth Small businesses thrive on strategic planning and informed decision-making.

Accounting 52

Accounting Tax Planning CFO Risk Management 52

CFO Plans

AUGUST 30, 2024

Leveraging technology to streamline accounting processes is no longer a luxury but a necessity. Discover how tech-enabled tools can transform your real estate accounting. The Challenges of Real Estate Accounting Real estate accounting is multifaceted, involving everything from property management to investment analysis.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Plans

SEPTEMBER 24, 2024

Whether you’re navigating the early stages of a startup or managing the complexities of an expanding enterprise, scalable accounting solutions are essential. Discover Scalable Accounting Solutions Small Business Financial Advisory Lays the Foundation When launching a startup, every financial decision counts.

Startups 52

Startups Accounting CFO Tax Planning 52

CFO Plans

JUNE 14, 2024

In today’s AI-powered business environment, accounting is no longer just about crunching numbers. Let’s explore five key accounting services that can transform your business operations and help you stay ahead of the competition.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

CFO Plans

JULY 18, 2024

From property management to rent collection and tax compliance, the need for specialized accounting services is paramount. Here, we explore how expert real estate accounting services can optimize your property management, streamline rent collection, and ensure compliance with tax regulations for sustained financial success.

Accounting 52

Accounting Compliance CFO Restructuring 52

CFO Plans

MAY 30, 2024

Yet, many businesses struggle with the complexities of accounting, often leading to costly mistakes and missed opportunities. Discover how outsourcing accounting services can improve your financial health , enabling businesses to focus on growth while ensuring their financial health is in expert hands.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO Plans

AUGUST 16, 2024

Whether you’re a seasoned property mogul or a budding real estate enthusiast, having a solid grasp of the tax implications tied to your investments is essential. This is where expert financial advisors and comprehensive accounting services come into play. Knowing which expenses qualify can save you a considerable amount.

Accounting 52

Accounting CFO Compliance Leverage 52

Nerd's Eye View

OCTOBER 14, 2022

While this will help seniors keep pace with rising prices, it also creates tax planning opportunities for advisors and raises the possibility that the Social Security Trust Fund could be depleted sooner than expected. Why accounting firms have become hot acquisition targets for RIAs.

Tax Planning 98

Tax Planning Practice Management Accounting Firms Securities 98

PYMNTS

NOVEMBER 25, 2020

users by email that they have 14 days to shutter their accounts and take out all their money or have their accounts locked, Decrypt reported. And Coinbase will not be providing a Form 1099-K for trades on the Coinbase exchange as of the 2020 tax year, according to a post from the company.

Tax Planning 97

Tax Planning Currencies Accounting Planning 97

PYMNTS

OCTOBER 19, 2020

The OECD forecasted that the measures could bring in a further $100 billion in business tax revenues each year. . France Will Proceed With Controversial Digital Services Tax Plan. France will proceed with intentions to gather its controversial digital services tax in the middle of December, Accounting Today reported.

Tax Planning 57

Tax Planning Compliance Planning Economics 57

CFO Plans

SEPTEMBER 24, 2024

Comprehensive accounting solutions are the lifeboat, offering the essential tools and expertise to streamline financial operations. This post delves into how end-to-end accounting solutions can significantly enhance efficiency and drive growth for small businesses. This flexibility ensures that businesses only pay for what they need.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

Nerd's Eye View

SEPTEMBER 6, 2024

Also in industry news this week: A probe by the Government Accountability Office found that the conflict-of-interest disclosures offered by many firms offering financial advice are often inadequate or confusing, making it hard for consumers to understand whether and when a financial professional is operating in their best interest A recent study has (..)

Treasury 98

Treasury Tax Planning Practice Management Compliance 98

Nerd's Eye View

NOVEMBER 1, 2023

There are many tax planning strategies that allow financial advisors to demonstrate the ongoing value they provide to clients in exchange for the fees they charge. Advisors also can support the backdoor Roth process by communicating with clients' tax preparers about the strategy and why they are recommending it for their mutual client.

Tax Planning 98

Tax Planning Accounting Communication Planning 98

Nerd's Eye View

SEPTEMBER 6, 2023

Which means that by taking into account a client's net worth, realistic liability risks, and level of sophistication, advisors can help assess what types of strategies may be appropriate for the client to explore. For instance, qualified plan assets (e.g., tenancy by the entireties and community property).

Education 98

Education Tax Planning Planning Accounting 98

Nerd's Eye View

SEPTEMBER 20, 2024

Also in industry news this week: A coalition of organizations representing financial advisors is pressing Congress to include tax breaks for financial advisory fees amidst expected negotiations to address the pending expiration of several provisions of the Tax Cuts and Jobs Act A recent survey indicates that client referrals remain the chief source (..)

Tax Planning 98

Tax Planning Investments Numbers Marketing 98

Nerd's Eye View

MAY 12, 2023

Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)

Tax Planning 98

Tax Planning Practice Management Valuation Investments 98

Nerd's Eye View

APRIL 5, 2023

And while the near-constant drumbeat of proposed legislative actions that would further alter the estate planning landscape has led some planners to try to 'get ahead' of those changes by suggesting action in anticipation of those bills becoming laws, doing so can come with risks… especially when those proposals never come to fruition.

Planning 98

Planning Tax Planning Accounting 98

Nerd's Eye View

SEPTEMBER 16, 2024

For example, most Millennial and Gen Z clients can open their own investing account and buy index funds online with only minimal guidance from their advisor, so full-service investing might not offer enough value to a next-generation client to justify an ongoing planning fee.

Tax Planning 98

Tax Planning Planning Investments Practice Management 98

CFO Plans

AUGUST 23, 2024

Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO 52

CFO Tax Planning Leverage Budgeting 52

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

B2B 98

B2B Planning Tax Planning Technology 98

Future CFO

SEPTEMBER 3, 2024

Mayank Goel , Partner Indirect Tax at KPMG India , says that from the point-of-view of a CFO, visualising this involves integrating tax planning seamlessly into the broader corporate strategy. 1. Strategic Tax Planning and Risk Management - CFOs need to view taxes beyond mere compliance.

Leverage 59

Leverage Tax Planning Restructuring Strategic Planning 59

CFO Plans

JUNE 27, 2024

One effective strategy businesses are adopting is outsourcing their accounting services. Discover how customized accounting can transform your business. In this article, we will explore how outsourced accounting services empower business growth through customized solutions. Get expert tax planning and maximize your savings.

Financial Reporting 52

Financial Reporting Tax Planning CFO Manufacturing 52

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math 98

Math Tax Planning Treasury Leverage 98

CFO Plans

OCTOBER 9, 2024

Learn How CFO Plans Can Boost Your Financial Health Corporate Tax Planning for Proactive Financial Management Corporate tax planning is a fundamental aspect of successful tax compliance. As a result, they were able to invest more in innovation, fueling further growth.

Compliance 52

Compliance Tax Planning CFO Concentration 52

CFO Plans

SEPTEMBER 24, 2024

Managing taxes efficiently is one of the most daunting tasks, often leading to stress and potential financial pitfalls. Operational accounting services offer crucial support, ensuring financial health and compliance. These tools offer comprehensive accounting solutions, allowing businesses to focus on growth rather than bookkeeping.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Share

APRIL 5, 2022

Register with appropriate states and municipalities for a sales tax license. File returns and remit sales taxes routinely. While your in-house accounting team could perform steps 3 and 4, small businesses’ sales tax compliance is often outsourced entirely to agencies like CFOshare for efficiency and effectiveness.

Sales 98

Sales Auditing Compliance Tax Planning 98