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. Affects how much can be saved to pre- and after-tax accounts !

Tax Planning 130

Tax Planning Compliance Planning Communication 130

PYMNTS

DECEMBER 2, 2020

Facing a growing budget deficit and the cries from local businesses about fairness, the Canadian government is proposing a new digital tax on foreign web giants such as Netflix, Facebook, Amazon and Google. The digital tax is part of a broader five-year, $3.4 billion levy that was unveiled in parliament Monday (Nov.

Tax Planning 78

Tax Planning Treasury Budgeting Compliance 78

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. It’s part of their own tax planning. And what’s their budget like a fraction of it, right? So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” RITHOLTZ: You were crushing it.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52