PYMNTS

SEPTEMBER 28, 2020

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.

Compliance 64

Compliance Tax Planning Construction eCommerce 64

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CSC Advisors

MAY 30, 2022

This is an advisor that can help with general financial planning, not just corporate. Whether you need help with budgeting, investing, tax planning, or even paying off your outstanding debts, you can find a financial advisor to help! For example, you may be able to find a Certified Financial Planner, also known as a CFP.

Budgeting 52

Budgeting Tax Planning Construction Corporate Finance 52

Future CFO

OCTOBER 4, 2021

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.

CFO 98

CFO Leadership Finance Tax Planning 98

Barry Ritholtz

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll construct the portfolio. They’ll do tax planning, right? We’ll do estate planning and other complex financial planning.

Investments 109

Investments Profit and Loss Education Advertising 109

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. RITHOLTZ: Did he, was he going to have you at the annual meeting?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52