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

Accountancy Today

DECEMBER 6, 2023

For those looking to expand services, the findings also highlighted the core functions that business leaders consider fundamental services provided by accountants, including tax planning (54%), handling dealings with HMRC (53%), and creating or submitting tax returns (48%).

Accounting 98

Accounting Problem Solving Tax Planning Economics 98

CFO Talks

NOVEMBER 11, 2024

Leveraging Tax Incentives South Africa offers various tax incentives, including deductions for research and development, employment tax incentives, and incentives for companies in Special Economic Zones (SEZs). The post Understanding Taxation in South Africa and Beyond appeared first on CFO Club Africa.

Compliance 52

Compliance CFO Leverage Tax Planning 52

CFO Share

APRIL 5, 2022

Software tools like Avatax help calculate economic sales tax nexus but are not sensitive to physical nexus. With the nexus study as your guide, your CFO or sales tax advisor can register one or many sales tax licenses. Timely and accurate filing is critical to avoiding unnecessary tax audits.

Sales 98

Sales Auditing Compliance Tax Planning 98

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. As companies in the financial services industry aim to navigate uncertain economic climates, creating a robust financial roadmap becomes essential.

CFO 52

CFO Cost Management Leverage Planning 52

PYMNTS

NOVEMBER 24, 2020

French Finance Minister Bruno Le Maire’s goals will include ending a conflict over taxing Big Tech and getting the U.S. on board with backing a deal on taxation through an international group, the Organization for Economic Cooperation and Development (OECD), the report said.

Tax Planning 56

Tax Planning Economics Forecasting Finance 56

PYMNTS

MARCH 12, 2019

Treasury official said a French tax plan targeting American digital companies is discriminatory against American businesses. After a European Union plan for tax reform fell apart, France, along with Britain, Italy and Spain, are moving forward with plans to tax companies like Google and Apple.

Treasury 52

Treasury Tax Planning Planning Economics 52

PYMNTS

MARCH 6, 2019

The European Union has announced that it will not move forward with a digital tax plan covering the entire EU, but also said it would look at reforming tax laws for internet companies, according to a report from Reuters. The global tax reform is being prepared by the Organisation for Economic Co-operation and Development (OECD).

Tax Planning 49

Tax Planning Finance Planning Economics 49

CFO Talks

AUGUST 21, 2024

Economic shifts, new regulations, and technological changes constantly test your ability to keep your company financially stable. Economic Instability and Inflation Control Challenge: Economic instability, especially in emerging markets like South Africa, can greatly affect corporate finance.

Corporate Finance 52

Corporate Finance Finance Cash Flow Forecasting IFRS 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. No doubt the government’s policy push to address the country’s economic challenges has given birth to invention at banks large and small.

Mergers and Acquisitions (M&A) 52

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

PYMNTS

DECEMBER 1, 2020

France has long been angling to levy digital taxes, although such moves have become a bone of contention with the United States and have faced significant delays. Treasury argued last year that one such French tax plan was discriminatory and unfairly targeted U.S. billion of French goods.

Tax Planning 52

Tax Planning Treasury Finance Planning 52

CFO Network

FEBRUARY 14, 2024

They conduct in-depth economic analysis , helping you identify areas of improvement and untapped opportunities. Tax Optimization Taxes can be a significant expense for businesses. A Fractional CFO is well-versed in tax planning and optimization. This builds trust and confidence among your investors and partners.

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

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

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.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

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.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

DECEMBER 30, 2022

And while this monetary investment might seem risky during the current economic and market environment, getting in the right headspace could pay off in significant returns when conditions do improve! Another core part of an advisor’s tech stack is its custodial provider. filling out and signing forms) leaves something to be desired.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 22, 2022

I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. But I’m struck as you were framing this that this basically had nothing to do with the economics of it. And the economics, they ultimately worked out long term.

Planning 130

Planning Profit and Loss Communication Education 130

Future CFO

SEPTEMBER 14, 2020

Tam noted that FP&A professionals will then need to “revisit their financing and liquidity strategies, centralize decisions for cash release upon the applications of government stimulus, and implement tax planning strategies that can reduce cash expenditures and preserve budget.”. Rise of the new business partner.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

CFO News Room

NOVEMBER 23, 2022

But among the various options, solo 401(k) plans – also known as individual 401(k), I-401(k), and solo(k) plans – offer some of the most versatile and powerful options for self-employed workers to build retirement savings.

Planning 130

Planning Mergers and Acquisitions (M&A) Accounting Investments 130

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 21, 2022

The Reagan administration and the Volcker Federal Reserve successfully tamed inflation and ushered in an era of economic growth and prosperity. By increasing the cost of borrowing and thereby quelling demand, and by cutting taxes and thereby unburdening supply, Reagan and Volcker established the conditions for an economic recovery.

Economics 130

Economics Tax Planning Budgeting Numbers 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. So, it cost the firm $320,000, well worth every penny? Or was this a, like, to me it sounds like the whole thing was spectacular. SEIDES: Yeah, as an experience and relationships, it was just extraordinary.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

DECEMBER 23, 2022

But among the other changes in the economic environment this year (from inflation to weak market performance), rising interest rates (and their impact on firms’ willingness and ability to borrow funds for their acquisitions) have the potential to cool the market for RIA M&A. charitable giving ), and fulfilling RMD requirements.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 26, 2022

Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – Despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 17, 2022

tax planning or deeper retirement planning ) can be a way to increase client satisfaction and encourage them to be vocal advocates for the firm. For firms with upward-sloping client referral trendlines who want to see this figure move up faster, adding services to the client value proposition (e.g., sequence of return risk ).

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

OCTOBER 19, 2022

You know, we do the typical stuff, market economic outlooks and research there, product research. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning.

Investments 114

Investments Profit and Loss Education Advertising 114

CFO News Room

NOVEMBER 15, 2022

I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? Michael: So, did that have, I guess, just revenue complications for you? We have a deep understanding of Social Security, and when to claim.

Planning 130

Planning Accounting Math Compliance 130

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability.

Restructuring 130

Restructuring Planning Marketing Accounting 130

CFO News Room

DECEMBER 28, 2022

Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning® , both offered through Horsesmouth, LLC. The Economic Growth and Tax Relief Reconciliation Act (EGTRA) of 2001 created IRA catch-up contributions, effective for 2002 and future years.

Planning 130

Planning Securities Accounting Tax Planning 130

Musings on Markets

MAY 11, 2021

Others like Estonia and Latvia, levy taxes on corporations on the income that is returned to shareholders as dividends, and individual investors pay no taxes. To encourage investors to put their savings into stock and bond markets, the tax code is sometimes tilted to make these investments more attractive.

Investments 52

Investments Valuation Treasury Forecasting 52

PYMNTS

NOVEMBER 3, 2017

The GOP released its tax plan Thursday (Nov. 2), offering a glimpse into its Tax Cuts and Jobs Act that includes plans for corporate taxes. According to reports in The New York Times , Republican tax reform efforts would impose a minimum global tax of 10 percent for American multinational corporations.

Tax Planning 40

Tax Planning Budgeting Planning Economics 40

CFO Share

SEPTEMBER 15, 2021

Moreover, S-corps and pass-through companies are facing tax increases too…. Elimination of pass-through tax deductions. If you are a high-income S-corp, partnership, or sole proprietor, the proposed tax plan will eliminate your Qualified Business Income Deduction , commonly referred to as the pass-through deduction.

Profit and Loss 52

Profit and Loss CFO Tax Planning Auditing 52

CFO News Room

NOVEMBER 26, 2022

Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

PYMNTS

FEBRUARY 1, 2021

Former President Donald Trump was against the potential tax plans, contending that they discriminated against U.S. Parliament's economic affairs committee had given the invitations. It was “willing to consider rescheduling and looking into alternative dates later than the originally planned date of Feb.

Finance 40

Finance Compliance Tax Planning Treasury 40

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

Marketing 112

Marketing Banking Treasury Profit and Loss 112

CFO Share

MARCH 16, 2021

Moreover, S-corps and pass-through companies are facing tax increases too…. Elimination of pass-through tax deductions. If you are an S-corp, partnership, or sole proprietor, the proposed tax plan will eliminate your Qualified Business Income Deduction , commonly referred to as the pass-through deduction.

Profit and Loss 40

Profit and Loss CFO Tax Planning Sales 40