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Weekend Reading For Financial Planners (October 28-29)

Nerd's Eye View

Also in industry news this week: A survey indicates that while financial advisors remain the most trusted source of financial advice, they might increasingly encounter client questions and ideas that originated from social media Following the transition of advisors and clients from TD Ameritrade and amid competition from competing RIA custodians, Charles (..)

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Navigating the Complexities of Tax Compliance for Financial Services

CFO Plans

The Importance of Business Tax Optimization Business tax optimization is crucial for any company seeking to minimize its tax liabilities while boosting its financial performance. By effectively leveraging business tax deductions, companies can reduce their taxable income, releasing capital for reinvestment and innovation.

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Weekend Reading For Financial Planners (Dec 31-Jan 1) 2023

CFO News Room

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise.

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Exploring Low-Cost CFO Solutions for Small Businesses

CFO Plans

By leveraging virtual CFO services, small businesses can streamline their financial operations and focus on growth. These services offer personalized guidance on a range of financial issues, from tax planning to investment strategies. A growth chart showing startup scaling can be very engaging.

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The 4 Keys to Building a 100% Remote Bookkeeping Practice

The CFO College

You want to talk about the value or benefits you can offer them, explaining how you can ease their pain points, such as how you can save them money in the long run by helping them with tax planning or minimizing their tax burden. You’d also leverage internal controls, risk mitigation, and corporate governance tools.

CFO 52
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Stars Of China 2024: Innovation Nation

Global Finance

Further highlighting its ability to cultivate partnerships is a recent upgrade of Ping An’s family office business, which now provides wealth and health management, generational development, charitable planning, and legal and tax-planning services. Those figures were up, respectively, 17%, 23 %, and 10% from a year prior.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

So, we have an internal centralized financial planning team, they are doing all the eMoney plans, all the portfolio manager. All of the tax planning, and all of the behind-the-scenes work. Matthew: That goes to the financial planning team to get it high level. We need paystubs, audit your tax withholdings.

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