Bramasol

JULY 31, 2023

A previous episode in this blog series gave an overview of How the Digital Solutions Economy (DSE) is Impacting the Medical Device Industry. The use of medical equipment leasing saw a major surge during the Covid-19 pandemic as hospitals and other medical facilities needed to quickly deal with unprecedented increases in patients.

Accounting 75

Accounting SAP GAAP IFRS 75

Bramasol

MAY 31, 2023

The Bramasol team at SAP Sapphire all agreed that it was one of the best events we've attended in quite a while, with lots of opportunities for deep engagement with SAP experts. Below are four key trends that stood out as important areas to watch going forward. SAP Business Transformation Center determines which data needs to be transferred.

SAP 76

SAP Compliance Transportation Leverage 76

CFO News Room

NOVEMBER 30, 2022

Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. This is not because of any blanket regulation against financial advisors making tax recommendations.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

NOVEMBER 15, 2022

Welcome back to the 307th episode of the Financial Advisor Success Podcast ! Executive Summary. My guest on today’s podcast is Stacey Hyde. Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households.

Planning 130

Planning Accounting Compliance Math 130