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.
CFA Institute
JANUARY 13, 2023
After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth. 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.
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Nerd's Eye View
OCTOBER 2, 2023
Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly
PYMNTS
OCTOBER 19, 2020
Two government officials from European nations have advocated to have watchdogs engage in preventative measures against Big Tech to reduce their strength and handle on the market, according to reports. It is probable that size and market share will be determining factors in who lands on the “Big Tech hit list.”.
CFO News Room
DECEMBER 26, 2022
navigate a volatile market environment (in both stocks and bonds – oof!) Many advisors are accustomed to using verbal communication with clients (e.g., in client meetings ) and written communication (e.g., through the delivery of a written plan); however, some concepts are difficult to explain and understand through these means.
VCFO
NOVEMBER 1, 2023
Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail. This is certainly true in the area of taxation, where there are often opportunities to legally minimize or defer the timing of tax payments and to claim income tax credits.
CFO News Room
NOVEMBER 21, 2022
However, by creating a systematic annual process to monitor and update client plans based on seasons, not only can advisors save time and work more efficiently, but they can also communicate the value of ongoing financial planning services to prospects and clients more effectively.
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