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.
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.
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CFO News Room
NOVEMBER 30, 2022
And the consequences for incorrect tax advice can include legal and financial penalties if a client were to be harmed by the wrong advice – which is often not covered by the firm’s E&O insurance –creating an expensive liability when tax advice goes wrong. When Tax Advice Is Restricted To Designated Tax Professionals.
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.
Future CFO
SEPTEMBER 14, 2020
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.
CFO News Room
DECEMBER 26, 2022
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.
CFO News Room
DECEMBER 17, 2022
First, it is important for firm owners to create a regularly scheduled process to reassess fees and communicate them to their clients. But by reassessing fees and communicating the advisor’s value and any fee changes to clients on a regular basis, firm owners can feel more confident that a fee increase will be successful!
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