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 .

Compliance 64

Compliance Tax Planning Construction eCommerce 64

CFO News Room

NOVEMBER 28, 2022

As while an advisor may be well-qualified to construct an appropriate asset allocation for a client, differentiating themselves from all other advisors (including relatively lower-cost robo-advisors) who use a lot of the same investment management strategies has become more difficult. Tax Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Altogether, Kinder’s first question is a valuable tool for advisors to work constructively with clients to help them discover their true goals. Which not only helps clients better understand what they are really looking for in life, but also allows the advisor to create a better financial plan and enhance client loyalty!

Planning 130

Planning Benchmarking Profit and Loss Communication 130

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

CSC Advisors

MAY 30, 2022

Whether you need help with budgeting, investing, tax planning, or even paying off your outstanding debts, you can find a financial advisor to help! If you have an advisor that agrees with every single one of your decisions and doesn't offer any constructive feedback, it is likely that you are not getting your money's worth.

Budgeting 52

Budgeting Tax Planning Construction Corporate Finance 52

Barry Ritholtz

OCTOBER 19, 2022

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. And they bring a lot of value, right?

Investments 108

Investments Profit and Loss Education Advertising 108

Barry Ritholtz

AUGUST 15, 2023

It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. SEIDES: I would say that’s not really part of my belief system of what a hedge fund is trying to deliver. You still had 2012 to 2017 to finish the bet. I like Buffett’s idea.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52