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Kitces & Carl Ep 166: Financial Planners As The Guide To Help Clients Navigate Potentially Changing Terrain?

Nerd's Eye View

In our 166th episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards discuss how advisors can bridge the gap between planning and a client's lived experience to guide better decision-making. a tax bill or refund). a tax bill or refund).

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Stars Of China 2024: Innovation Nation

Global Finance

China Construction Bank (CCB) introduced pensioner-friendly voice commands on its mobile app, in step with a government push to improve payment services for the elderly. Another investor advisory service is called CREATE (consulting, rational planning, exploring options, allocation advice, transactions, examining outcomes).

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Customized Financial Reporting for Better Decision Making

CFO Plans

Expert Tax Planning and Preparation for Savings Navigating the complexities of tax regulations can be daunting for any business. Certified public accountants (CPAs) within outsourced accounting firms offer expert tax planning and preparation services. Get expert tax planning and maximize your savings.

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Business Tax Consulting: Expert Strategies for Small Business Financial Health

CFO Plans

This accessibility ensures that business owners and financial advisors can collaborate seamlessly, leading to more effective financial planning and tax strategy formulation. Business tax consultants can provide valuable insights into optimizing cash flow, ensuring businesses have the liquidity needed to meet their obligations.

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AirAsia CFO: Failure is nothing to fear

Future CFO

There are many highlights instead of one or two along the way—be it doing the advisory work for the then largest merger in Malaysia, or a successful tax planning endeavour that bore fruit, or perhaps now, hopefully, be part of the team that saved the largest low-cost airline in ASEAN.

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Big Tech Compliance Tracker: Facebook Hints At EU Pullout Over Data Transfers Laws; Appeal Filed Over Apple’s $15B Tax Bill On Ireland Operations; In-App Billing Battle Rages On

PYMNTS

As reported by Fortune, Vestager said in a statement that “the General Court judgment raises important legal issues that are of relevance to the Commission in its application of state-aid rules to tax planning cases. More Nevada Tax Breaks for Google Data Centers . Battle Rages on Over in-App Billing Rages.

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1,040: Partners in Leadership: How the CFO, CEO, and CIO Shape a Successful Future | Mark Partin, CFO, BlackLine

CFO Thought Leader

During the past few years, regulations and different sorts of ethical accounting guidelines have driven greater reliance on compliance with knowing where and how any profits are being made; which involved legal entities are doing tax planning; and which systems need to be managed in order to best succeed.

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