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How Advisors Can Offer Tax Planning And Stay In Compliance

CFO News Room

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.

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Big Tech Compliance Tracker: EU Watchdogs Make ‘Big Tech Hit List’; France To Go Ahead With Digital Services Tax Plan

PYMNTS

Keijzer serves as the state secretary for economic affairs and climate policy for the Netherlands, while O is the secretary of digital transition and electronic communications for France. OECD’s Tax Reform To Be Presented To G20. France Will Proceed With Controversial Digital Services Tax Plan.

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How Understanding Sales Tax Can Help Your Business

CFO Share

South Dakota , small business sales tax has been an issue you cannot afford to ignore. With audits ramping up and penalties exceeding $100,000, understanding sales and use tax is essential. The cost of sales tax non-compliance. Violating small business sales tax regulations may result in significant penalties.

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Surviving the pandemic aftermath: an FP&A perspective

Future CFO

Process delays and slow communications, coupled with restrictive lockdowns, led to slower payments, increased financial risks and stretched service centers. The truth of the matter is that COVID-19 is exposing gaps in current financial planning across the region. Taufan Gunarso. “It Rise of the new business partner.

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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130
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Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? Because, understandably, compliance wants you to live in the CRM system that they can do their compliance oversight on. Author: Michael Kitces. Team Kitces.

Planning 130
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Not go out of our lane, like do tax returns, but having intimate knowledge of taxes, having intimate knowledge of estate planning, and put it all together. And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. Here you go.

Planning 130