PYMNTS
AUGUST 26, 2019
Thailand hopes to annually collect 3 billion to 4 billion baht ($98 million to $131 million) by introducing a tax on tech businesses, Reuters reported on Monday (Aug. If approved by Parliament, Thailand will institute a value-added-tax starting next year on electronic businesses, leveraging the eCommerce boom in the country.
The CFO College
APRIL 8, 2021
You want to talk about the value or benefits you can offer them, explaining how you can ease their pain points, such as how you can save them money in the long run by helping them with tax planning or minimizing their tax burden. You’d also leverage internal controls, risk mitigation, and corporate governance tools.
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CFO News Room
NOVEMBER 28, 2022
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Tax Planning. In addition to managing investments, tax planning is another area where advisors can demonstrate their value in dollar terms. Psychology Of Financial Planning. Executive Summary.
CFO News Room
DECEMBER 23, 2022
And so, for advisory firms considering a sale, the current economic and market environment heightens the importance of continued client growth and potentially transitioning key management functions to the next generation (though, ironically, doing so could make selling the firm less desirable ?)
CFO News Room
DECEMBER 26, 2022
Sales & Marketing. 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.
CFO News Room
DECEMBER 17, 2022
How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.
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. .”
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