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 84

Technology Tax Planning Advertising Planning 84

PYMNTS

DECEMBER 4, 2018

France and Germany have come up with a compromise for a European Union (EU)-wide digital tax, abandoning a wide-ranging 3 percent tax on revenues generated by ad sales in the digital economy. According to the Financial Times ( FT ), the new version would target tech giants like Facebook and Google through their sales of advertising.

Advertising 46

Advertising Tax Planning Sales Finance 46

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 Share

JULY 13, 2023

Growth planning should include your executive team and a CPA for tax planning purposes. Examples include website visits, prospect meetings booked, or CPM (for paid advertising.) Determine KPIs and financial reporting to measure progress. Meet weekly or monthly to review reports and collaborate on financial strategy.

CFO 40

CFO Forecasting Tax Planning Advertising 40

CFO News Room

NOVEMBER 28, 2022

Because the advisor’s target client will probably only have certain planning needs (and may not require others), advisors can offer the value-adds from the hundreds of options available that best serve this target client. Tax Planning. whether to bunch contributions ) as well as location planning for charitable giving (e.g.,

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

OCTOBER 19, 2022

We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. How does Vanguard operate and not advertise, not pay shelf space? So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” RITHOLTZ: Sure.

Investments 112

Investments Profit and Loss Education Advertising 112