CFA Institute

JANUARY 13, 2023

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. After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.

Tax Planning 119

Tax Planning Planning Risk Management Marketing 119

E78 Partners

MARCH 3, 2025

While overall 2025 economic conditions have been positive, tariffs, persistent interest rates and geo-political instability are creating uncertainty. Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

Global Finance

OCTOBER 31, 2024

The toolbox is open, and the fine-tuning is underway, as China’s policymakers and financial institutions respond to the thorny economic challenges of the post-pandemic era. Miao described a variety of initiatives designed to strengthen management, accelerate innovation, and improve both wealth management and fintech risk management.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

CFO Plans

SEPTEMBER 24, 2024

By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability. It involves predicting future financial outcomes by analyzing past and present financial data, market trends, and economic conditions.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

CFO Network

FEBRUARY 14, 2024

They conduct in-depth economic analysis , helping you identify areas of improvement and untapped opportunities. Risk Mitigation Financial risks are inherent in any business. A Fractional CFO plays a crucial role in assessing and mitigating these risks. Tax Optimization Taxes can be a significant expense for businesses.

CFO 52

CFO Tax Planning Financial Analysis Strategic Planning 52

Future CFO

JANUARY 15, 2024

Fear of double taxation emerges among businesses amid global tax reform, said EY recently. Global tax reform, ineffective use of technology and economic uncertainty are putting significant strain on business’ transfer pricing (TP) capabilities, according to the 2024 EY International Tax and Transfer Pricing Survey.

Tax Planning 52

Tax Planning Risk Management Technology Planning 52

Spreadym

NOVEMBER 3, 2023

Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59