PYMNTS

AUGUST 26, 2019

billion) in 2017, according to the latest report from the country’s Electronic Transaction Development Agency , thanks to improvements to mobile banking apps. . Sales via social media in Thailand more than doubled to 334.2 billion baht ($10.92

Tax Planning

PYMNTS

NOVEMBER 6, 2017

The tax proposals would also aim to cut the corporate tax rate from 25 percent to 20 percent, though reports in Bloomberg Politics said an unnamed Republican lawmaker noted that tax rate cut would be phased out after 10 years, which, according to the publication, “would limit [the tax plan’s] ability to spur economic growth.”.

Tax Planning

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

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

Practice Management

PYMNTS

FEBRUARY 27, 2019

Some tax reforms have been approved in the past year, but new ones have also been revealed, including a “cum/ex” tax scandal, which cost European treasuries €55 billion. The report said reform is hard to enable because some of the 28 countries in the EU “display traits of a tax haven and facilitate aggressive tax planning.”

Finance

CSC Advisors

SEPTEMBER 27, 2024

Understanding how to maximize tax benefits can significantly impact your bottom line, allowing you to reinvest in your business and improve cash flow. Maximize Interest Deductions The interest paid on your SBA loan is generally tax-deductible as a business expense.

Tax Planning

CFO Plans

SEPTEMBER 24, 2024

By automating routine tasks, small businesses can focus on strategic financial planning and tax optimization. Tools like Hubdoc or Receipt Bank can automatically categorize expenses, making tax season less stressful. This includes tax planning techniques that align with the business’s growth objectives.

Tax Planning

Spreadym

APRIL 27, 2023

Tax planning: Some financial analysis and planning software includes tax planning tools that help users forecast and minimize tax liabilities and maximize tax deductions. Read here how API can help manage planning and budgeting process in your business.

Financial Analysis

CFO Simplified

MARCH 7, 2024

The rationale for the CTA’s disparate treatment is that larger, operating businesses are already subject to several existing laws and regulations designed to prevent money laundering, such as SEC filing requirements, FINRA, banking regulations, and insurance regulations.

Tax Planning

CFO Simplified

MARCH 7, 2024

The rationale for the CTA’s disparate treatment is that larger, operating businesses are already subject to several existing laws and regulations designed to prevent money laundering, such as SEC filing requirements, FINRA, banking regulations, and insurance regulations.

Tax Planning

Boston Startup CFO

OCTOBER 13, 2015

Accounting Manager - Oversees a bookkeeper or staff accountant, might help with tax planning and payroll, and can provide basic financial reporting. They’re great if you only have a few employees and sell only a few products, you’re growing slowly and there aren’t many changes year to year.

CFO

Creative CFP

JANUARY 17, 2019

In theory and simply put, cash flow management is: Cash coming into the business as early as possible, Cash exiting the business as late as possible, Keeping an eye on the future and planning accordingly and, Ensuring the numbers make sense. Start by opening a separate bank account , for the purpose to save for tax payments.

Cash Flow Forecasting

CFO News Room

NOVEMBER 29, 2022

So, we do look at clients from the complexity of what type of planning they have. Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning. Issuing banks got to make its piece as well. ” Right?

Leverage

CFO News Room

DECEMBER 30, 2022

Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Team Kitces. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Planning

CFO Plans

SEPTEMBER 24, 2024

Cost-Effective Financial Solutions ensure that you get the most value from your accounting services without breaking the bank. Get Your Financial Health Check Today Cost-Effective Financial Solutions to Maximize Value For small businesses, every dollar counts. It’s like finding a treasure trove of savings within your existing operations.

Accounting

CFO News Room

NOVEMBER 23, 2022

Later enhancements, like the Pension Protection Act of 2006 (which allowed for direct Roth conversions from 401(k) plans) and IRS Notice 2014-54 (which allowed individuals to split pre-tax and after-tax funds when making Roth conversions from 401(k) plans), further increased the value and appeal of solo 401(k) plans.

Planning

Global Finance

DECEMBER 6, 2024

Private banks expand offerings to meet changing client demands. For 10 consecutive years, Global Finance has recognized the leaders and visionaries in the private banking industry through our Worlds Best Private Banks awards. Global Winners Best Private Bank In The World: J.P. trillion under supervision.

Banking

CFO News Room

FEBRUARY 2, 2022

Estate planning is commonly a big point of discussion, as well. And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games.

Communication

CFO News Room

NOVEMBER 28, 2022

Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Tax Planning. whether to bunch contributions ) as well as location planning for charitable giving (e.g.,

Tax Planning

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. ” And just like the change bank from “Saturday Night Live, “We’ll make it up in volume. RITHOLTZ: But some of these guys are sitting with a lot more than a billion dollars, and why not? Unless they have their own foundation. I could give you a list of 30 billionaires.

Investments

CFO News Room

NOVEMBER 15, 2022

Stacey: I think for us, it really was, we were very happy with Commonwealth when we had… We were originally inside of a local bank and founded and ran their wealth management group for nine years. And when I used to work at another regional bank, her mother, before she retired, ran the big commercial lending unit.

Planning

CFO News Room

DECEMBER 23, 2022

Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Team Kitces. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Mergers and Acquisitions (M&A)

CFO News Room

DECEMBER 26, 2022

Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Team Kitces. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Planning

CFO News Room

NOVEMBER 19, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning

CFO News Room

FEBRUARY 2, 2022

That’s where I kind of had to pump the brakes and say, “Okay, I see the value here and if I had the endless piggy bank, I would happily do it.” So, I could say, “Hey, I saw you’re looking for estate planning, we certainly help with that,” and kind of go down that rabbit hole. Michael: Okay.

Planning

CFO News Room

DECEMBER 17, 2022

Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Team Kitces. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Planning

Barry Ritholtz

OCTOBER 19, 2022

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”

Investments

CFO News Room

DECEMBER 28, 2022

Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning® , both offered through Horsesmouth, LLC. He is a regular contributor to Forbes.com, as well as numerous industry publications, and is commonly sought after by journalists for his insights.

Planning

Barry Ritholtz

OCTOBER 3, 2023

00:29:57 You’ve got a big banking business that you care about, and you’ve got a lot more aspects of the company that you care about. We did not have the strongest West Coast banking presence. You know, funding a, a a a a institution or funding a bank is really important. They run outta liquidity.

Marketing

CFO News Room

JANUARY 24, 2023

In a note to me, Hauser summed up the case against Zients: ‘Biden at his best has picked battles with corporate America, from the tax plan funding the IRA to appointing regulators like Rohit Chopra, Gary Gensler, and Lina Khan to take on predatory behavior. A key reason is that most banks have refused to deal with crypto.

Manufacturing

CFO News Room

NOVEMBER 26, 2022

Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Team Kitces. He has an MA from Johns Hopkins University and a BA from the University of Virginia. Meb Faber Research).

Mergers and Acquisitions (M&A)