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.
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.”.
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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.
Spreadym
NOVEMBER 3, 2023
Tax Planning: Optimize your tax strategy to minimize your tax liabilities and maximize your after-tax income. This may involve taking advantage of tax-advantaged accounts and deductions. This metric helps assess the effectiveness of marketing and sales efforts.
Future CFO
SEPTEMBER 14, 2020
The virus continues to ravage the global population, effect changes in consumer behavior, unearth workforce planning challenges, precipitate demand drops, and create supply chain shocks across the business world. The truth of the matter is that COVID-19 is exposing gaps in current financial planning across the region.
CFO News Room
DECEMBER 23, 2022
From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. and its implications for financial advisors!
CFO News Room
NOVEMBER 21, 2022
Government-imposed lockdowns in response to the Covid pandemic also distorted the market, disrupting supply chains. The Reagan administration and the Volcker Federal Reserve successfully tamed inflation and ushered in an era of economic growth and prosperity. Reagan implemented two major tax cuts during his two terms.
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