Business lobby rips Biden’s stock buyback tax plan
CFO Dive
FEBRUARY 10, 2023
The push to raise taxes on corporate stock buybacks could hurt America’s retirement savers, as well as entrepreneurs, according to the U.S. Chamber of Commerce.
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CFO Dive
FEBRUARY 10, 2023
The push to raise taxes on corporate stock buybacks could hurt America’s retirement savers, as well as entrepreneurs, according to the U.S. Chamber of Commerce.
CFO Dive
JUNE 27, 2022
Hungary’s eleventh hour opposition included concerns about the war in Ukraine and fears about being a first mover on the Pillar Two rules, according to a PwC report.
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CFO Network
FEBRUARY 14, 2024
How a Fractional CFO Can Transform Your Financial Strategy! One way to achieve this is by bringing a Fractional CFO (Chief Financial Officer) to your team. Understanding the Role of a Fractional CFO Before diving into the transformational impact of a Fractional CFO, let’s first understand their role.
CFO News
NOVEMBER 24, 2023
Dhankhar stressed that tax evasion and financial frauds endanger the financial stability and economic growth of the economy. “As As watchdogs, your capacity is potent enough to contain these,” he told the gathering of CAs.
CFO News
MARCH 15, 2023
The Indian government is unlikely to make changes to its budget proposal of taxing the total returns on high-value life insurance policies, two government officials said on Wednesday, amid demands by insurance companies to reconsider the move.
CFO News Room
NOVEMBER 30, 2022
Taxes are a central component of financial planning. 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. Team Kitces.
Michigan CFO
NOVEMBER 1, 2021
This is when it’s time to turn to a SaaS CFO. For most SaaS businesses looking at seed or series A funding, a SaaS CFO may seem like an out-of-reach luxury. Aren’t CFOs supposed to be for big businesses? With fractional and virtual CFO services, your SaaS business can hire a CFO part time for a fraction of the cost.
CFO Network
NOVEMBER 10, 2021
With outsourced business accounting services , you can get access to professional tax planning advice from a CPA or a CFO. They will be able to advise you on what tax planning strategies to put in place to legally minimize your tax burden each year. You Get Valuable Advice for Your Small Business.
CFO Simplified
MARCH 7, 2024
Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions. He also has extensive experience in conducting all aspects of federal/state tax due diligence on potential acquisition targets and in transactional tax modeling.
CFO Simplified
MARCH 7, 2024
Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions. He also has extensive experience in conducting all aspects of federal/state tax due diligence on potential acquisition targets and in transactional tax modeling.
CFO Share
JULY 13, 2023
At our fractional CFO firm , we believe there are three primary financial issues that small businesses face: Planning growth through uncertainty. Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. Develop a cash flow management plan to improve the runway.
Boston Startup CFO
OCTOBER 13, 2015
Attributes of a Great CFO. I turned to a headhunter and over the next four months we canvassed many resumes and finally found an amazing CFO with the experiences we needed for our growing company. In my opinion, a great CFO walks around and talks to employees, understands customers’ needs and understands where the business is going.
CFO Share
APRIL 5, 2022
Software tools like Avatax help calculate economic sales tax nexus but are not sensitive to physical nexus. With the nexus study as your guide, your CFO or sales tax advisor can register one or many sales tax licenses. A sales tax advisor can help you manage and minimize these penalties.
CFO Share
MAY 18, 2023
VAT vs sales tax can be especially confusing for international businesses. Sales tax is extremely common amongst the USA, whereas VAT is more common in foreign countries. All companies should consider VAT vs sales tax when reviewing their tax planning strategy. Who implements a VAT or sales tax?
Future CFO
JANUARY 15, 2024
This includes having dispute resolution plans supported by automation and standard data.” The post Fear of double taxation arises amid global tax reform appeared first on FutureCFO. “With the heightened risk of double taxation, getting certainty is at a premium,” said Tracee Fultz, EY Global Transfer Pricing Leader.
The CFO College
APRIL 8, 2021
At CFO Bookkeeper, we use “VIP” to refer to “Valuable Expert, Instructor, Participant.” Valuable Expert : Becoming a valuable expert can mean expanding your accounting and tax knowledge in your niche, or adding CFO-level services, tools, and skills to serve clients in any industry.
Future CFO
MAY 24, 2020
Beyond that, CFOs are expected to optimise every investment dollar for maximum returns on investments and be involved in all discussions and matters that have a financial impact on the company. Yet 79% of respondents plan to reduce the cost of their tax and finance function over the next two years.
CFO News Room
NOVEMBER 21, 2022
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Author: Kyle Moore. Guest Contributor.
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. It all comes down to proper cash planning. Careful planning is essential.
Future CFO
OCTOBER 4, 2021
Never say never” are words that Siew Shan Sim, CFO AirAsia, Aviation Group (pictured) lives by. Siew Shan Sim, CFO AirAsia, Aviation Group. Future CFO: When did you start to become interested in finance? Future CFO: What do you enjoy to do most among your current responsibilities? SS: I am a fixer.
CFO News Room
FEBRUARY 2, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
VCFO
NOVEMBER 1, 2023
Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. It seems obvious, but actively reviewing actual vs. planned results and understanding the variables at play is imperative to identifying areas of improvement.
Future CFO
SEPTEMBER 14, 2020
The virus continues to ravage the global population, effect changes in consumer behavior, unearth workforce planning challenges, precipitate demand drops, and create supply chain shocks across the business world. The truth of the matter is that COVID-19 is exposing gaps in current financial planning across the region.
CFO News Room
NOVEMBER 28, 2022
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.
CFO News Room
NOVEMBER 23, 2022
Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings. Self-directed plans, meanwhile, offer more ability to tailor a plan’s features to an individual’s needs.
CFO News Room
NOVEMBER 29, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
CFO News Room
DECEMBER 23, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.
CFO News Room
DECEMBER 26, 2022
Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.
CFO News Room
DECEMBER 17, 2022
We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.
CFO News Room
NOVEMBER 15, 2022
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. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
CFO News Room
NOVEMBER 9, 2022
One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26. He has had a passion for finance and planning since high school, when he first started investing and doing his own taxes.
CFO News Room
NOVEMBER 22, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
CFO News Room
DECEMBER 20, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
CFO News Room
DECEMBER 30, 2022
has brought a wide range of changes to the world of retirement planning. And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients!
CFO News Room
NOVEMBER 8, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
CFO News Room
FEBRUARY 2, 2022
Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. My guest on today’s podcast is Dan Callahan.
CFO News Room
NOVEMBER 21, 2022
And the taxes the Biden administration has already imposed in its disingenuously named Inflation Reduction Act (IRA) will be economically harmful in the long run. According to the Tax Foundation , “Biden’s tax plan would have a negative effect on the U.S. economy, reducing long-run GDP by 1.62
CFO News Room
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. Executive Summary. In addition, SECURE 2.0 backdoor Roth conversions).
CFO Share
MARCH 9, 2021
This year will be particularly complex as provisions from the CARES act unwind and the sales tax landscape continues its tortuous evolution. Although nobody knows exactly how regulators may change the tax landscape, we know enough at CFOshare to advise our clients on some major things to be aware of when planning business taxes in 2021.
CFO Share
MARCH 16, 2021
Information about tax changes the Biden administration is considering leaked yesterday , creating some big headlines in media. First major tax hike since 1993” according to Bloomberg. As a fractional CFO , my first reaction to any tax reform is: what does this mean for small business?
CFO News Room
NOVEMBER 26, 2022
Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Adam is an Associate Financial Planning Nerd at Kitces.com. How adult children can more effectively give advice to their parents.
CFO News
MARCH 7, 2024
White House officials said Biden would preview the steps that will be part of a proposed fiscal 2025 budget released next week that aims to cut the federal deficit by $3 trillion while cutting taxes for low-income Americans.
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.
CFO Share
SEPTEMBER 15, 2021
Last March, I published an article reviewing the small business impact of the then-leaked Biden Tax Reform proposal. With the new details available, let’s review the impact on small business financial planning. How does tax reform affect small business? Elimination of pass-through tax deductions.
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