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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

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2023 US Wealth Management Outlook: Tax Planning and Wealth Preservation

CFA Institute

While risk management may be the key component of wealth preservation, what often gets overlooked is how much smart tax planning can do to help clients retain more of their wealth. After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.

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Navigating the Path to an IPO for middle-market companies in 2025

E78 Partners

While overall 2025 economic conditions have been positive, tariffs, persistent interest rates and geo-political instability are creating uncertainty. Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations.

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95% of SMEs recognise strategic importance of accountants, FreeAgent finds

Accountancy Today

Meanwhile, business leaders feel the next most important skills for the accountancy profession include analytical skills (42%), problem-solving skills (39%), regulation and policy awareness (39%), and clear communication (32%).

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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

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. Timely and accurate filing is critical to avoiding unnecessary tax audits.

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Stars Of China 2024: Innovation Nation

Global Finance

The toolbox is open, and the fine-tuning is underway, as China’s policymakers and financial institutions respond to the thorny economic challenges of the post-pandemic era. Bank of Communications has expanded to offer boutique research and training modules for private banking clients.