Nerd's Eye View

OCTOBER 5, 2022

Unfortunately, much of the technology dedicated to automated tax-loss harvesting fails to consider the individual tax circumstances that drive most of the true value of harvesting losses, and instead focuses on the portfolio-management aspect of efficiently capturing as many losses as possible. Read More.

Technology 81

Technology Tax Planning Advertising Planning 81

PYMNTS

DECEMBER 4, 2018

According to the Financial Times ( FT ), the new version would target tech giants like Facebook and Google through their sales of advertising. This tax is a replacement for the original plan that would have targeted around 180 of the largest technology groups by capturing activities such as data sales, raising an estimated €5 billion ($5.69

Advertising 46

Advertising Tax Planning Sales Finance 46

CFO Share

JULY 13, 2023

At our fractional CFO firm , we believe there are three primary financial issues that small businesses face: Planning growth through uncertainty. Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. Develop a cash flow management plan to improve the runway.

CFO 40

CFO Forecasting Tax Planning Advertising 40

PYMNTS

OCTOBER 5, 2020

Gatekeepers shall not use data received from business users for advertising services for any other purpose other than advertising services,” according to the draft, as per FT. Banks Oppose Idea Of Possible Big Tech Banking Charters. Last week, a U.S. 25 statement.

Banking 91

Banking Compliance Advertising Tax Planning 91

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Education 130

Education Planning Numbers Securities 130