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Navigating the Path to an IPO for middle-market companies in 2025

E78 Partners

The healthcare sector, in particular, continues to lead IPO filings, with multiple biotech companies entering the market in 2025 [ Renaissance Capital ]. Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations.

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At The Money: How to Spend Your Money in Retirement

The Big Picture

Um, hobbies, legacy, philanthropy or charitable goals to say nothing of future healthcare needs. How should people organize their thoughts and planning for, for future spending? So I would urge planners and individuals pursuing their own retirement plans to think about building in some of those lifetime, uh, giving, uh, aspirations.

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The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Nerd's Eye View

represents our current state of healthcare, in which genetic makeup and the environment play a major role in illness and disease, and where the focus of doctors lies primarily on the administration of treatments to cure and mitigate human ailments; and Medicine 3.0 In the context of the financial planning industry, whereas Financial Advice 1.0

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HSA Tax Benefits For Parents With Adult Children Under 26

CFO News Room

The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the United States. One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26. Which means that multiple family members who are all covered by someone else’s plan (e.g.,

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The Future of Business Accounting

CFO Plans

Strategic Tax Planning and Preparation Services Effective tax planning is essential for minimizing liabilities and maximizing returns. Tax planning and preparation services provide businesses with strategic advice on tax-saving opportunities and ensure that all filings are accurate and timely.

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Business Tax Consulting: Expert Strategies for Small Business Financial Health

CFO Plans

Focus on Business Performance Optimization Optimizing business performance is at the heart of effective tax consulting. This includes tax planning techniques that align with the business’s growth objectives. A tech startup might benefit from R&D tax credits, reinvesting savings into further innovation.

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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

So, we do look at clients from the complexity of what type of planning they have. Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning. Or how do we work around a concentrated stock position, right?

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