Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
CFA Institute
JANUARY 13, 2023
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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E78 Partners
MARCH 3, 2025
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.
Accountancy Today
DECEMBER 6, 2023
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%).
PYMNTS
OCTOBER 19, 2020
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.
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. Timely and accurate filing is critical to avoiding unnecessary tax audits.
Global Finance
OCTOBER 31, 2024
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.
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