Business lobby rips Biden’s stock buyback tax plan
CFO Dive
FEBRUARY 10, 2023
The push to raise taxes on corporate stock buybacks could hurt America’s retirement savers, as well as entrepreneurs, according to the U.S. Chamber of Commerce.
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CFO Dive
FEBRUARY 10, 2023
The push to raise taxes on corporate stock buybacks could hurt America’s retirement savers, as well as entrepreneurs, according to the U.S. Chamber of Commerce.
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.
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Nerd's Eye View
NOVEMBER 30, 2022
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
CFO Dive
JUNE 27, 2022
Hungary’s eleventh hour opposition included concerns about the war in Ukraine and fears about being a first mover on the Pillar Two rules, according to a PwC report.
CFO News
NOVEMBER 24, 2023
Dhankhar stressed that tax evasion and financial frauds endanger the financial stability and economic growth of the economy. “As As watchdogs, your capacity is potent enough to contain these,” he told the gathering of CAs.
Anaplan
FEBRUARY 12, 2021
The planning disconnect Every time a new year rolls around, many of us take it as an opportunity to reorder our lives. Reorganize closets or refrigerators, create an emergency go-bag, get ahead of tax planning so that the weekend before the filing deadline you’re not frantically pawing through a year’s worth of receipts – you […].
CFO News
MARCH 15, 2023
The Indian government is unlikely to make changes to its budget proposal of taxing the total returns on high-value life insurance policies, two government officials said on Wednesday, amid demands by insurance companies to reconsider the move.
Nerd's Eye View
APRIL 5, 2023
In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estate tax planning.
PYMNTS
AUGUST 26, 2019
The company has also introduced a taxi-hailing and meal delivery service in Bangkok and three surrounding provinces, with plans to expand into other major cities such as Pattaya, Phuket and Chiang Mai by next year.
CFO News Room
NOVEMBER 30, 2022
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Team Kitces.
Anaplan
FEBRUARY 12, 2021
The planning disconnect Every time a new year begins, many of us take it as an opportunity to reorder our lives. Reorganize closets or refrigerators, create an emergency go-bag, get ahead of tax planning so that the weekend before the filing deadline you’re not frantically pawing through a year’s worth of receipts – you get […].
Spreadym
NOVEMBER 3, 2023
Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.
Nerd's Eye View
JULY 20, 2022
A sabbatical refers to a period of time in which someone takes an extended, planned break from work prior to retirement, often as an opportunity to focus on their wellbeing and/or to gain valuable perspectives of life outside of work.
PYMNTS
OCTOBER 19, 2020
However, the OECD cautioned about the potential of an international trade war brought by different nations rolling out digital services taxes on their own to assist in their economic rebounds from COVID-19 in the event nations don’t all agree on the new tax regulations. France Will Proceed With Controversial Digital Services Tax Plan.
Nerd's Eye View
MAY 31, 2023
Ultimately, for a subset of taxpayers – namely high-income owners of pass-through businesses in high-tax states, who preferably only do business in 1 or a small number of states to reduce the overall complexity – PTETs can provide an opportunity for significant Federal tax savings.
Nerd's Eye View
JANUARY 8, 2024
These changes all have the potential to change the industry by shifting the current focus on selling financial products (including financial plans themselves) to providing a more in-depth and personalized experience that helps anticipate future issues in a client's life and better help them identify the goals that will help them thrive.
Navigator SAP
OCTOBER 28, 2022
Like tax planning, landed costs are a subtle but important business consideration for maximizing profit margins and ensuring profitability. It seemed like an efficient purchase order. A batch of camera equipment was ordered from a UK supplier for a warehouse in Thailand based on a good unit price.
Nerd's Eye View
DECEMBER 22, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Envestnet has published research highlighting a number of key trends that they believe will shape the growth of the advisory industry in 2024 and beyond, which reflect at a high level advisors' ongoing shift towards providing (..)
Nerd's Eye View
JANUARY 31, 2024
In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges. Read More.
Nerd's Eye View
SEPTEMBER 6, 2023
While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. For instance, qualified plan assets (e.g.,
Nerd's Eye View
OCTOBER 27, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)
Nerd's Eye View
DECEMBER 25, 2023
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.
Nerd's Eye View
MAY 8, 2023
In this post, Kitces.com Senior Financial Planning Nerd Ben Henry-Moreland writes about how he went from being hesitant to offer tax preparation at his solo RIA (given how common it is for tax preparers to work long hours throughout tax season) to embracing it as a core part of the business’ service offering.
Spreadym
APRIL 27, 2023
Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth. Planning: this is the first stage of every business activity.
Nerd's Eye View
OCTOBER 2, 2023
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)
Nerd's Eye View
AUGUST 21, 2023
tax planning or working with blended families), as well as the type of clients they like working with the most. Finally, the advisor can create a marketing plan to target that niche, which, as research has shown, is likely to be more successful than marketing to a broader audience. equity compensation), values-based (e.g.,
Nerd's Eye View
OCTOBER 5, 2022
And when factoring in the fees charged by those technology platforms, the value of such ‘tactical’ tax-loss harvesting might exceed the value the investor would have realized by relying on a technology solution to do it automatically! Read More.
CFO Simplified
MARCH 7, 2024
Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions. Those individuals and entities are not required to report beneficial ownership information to FinCEN at this time.
Nerd's Eye View
AUGUST 23, 2023
Charitable Gift Annuities (CGAs) have long been a popular way for individuals with charitable intentions to plan their legacies. However, the caveat with current CGAs has been that they could only be funded with after-tax dollars before the donor’s death, meaning that if an individual only had tax-deferred funds (e.g.,
CFO Network
NOVEMBER 10, 2021
With outsourced business accounting services , you can get access to professional tax planning advice from a CPA or a CFO. They will be able to advise you on what tax planning strategies to put in place to legally minimize your tax burden each year. You Get Valuable Advice for Your Small Business.
Nerd's Eye View
NOVEMBER 1, 2023
There are many tax planning strategies that allow financial advisors to demonstrate the ongoing value they provide to clients in exchange for the fees they charge. Part of this value is understanding the detailed nuances that make a strategy effective and implementing it correctly, avoiding issues with the IRS down the line.
Nerd's Eye View
JULY 7, 2023
Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)
Nerd's Eye View
FEBRUARY 24, 2023
Also in industry news this week: Why the behavior of some TAMPs and investment advisers might have led the SEC to propose its new (and potentially burdensome) ‘outsourcing rule’ Why independent broker-dealers could become major players in RIA M&A in the coming year From there, we have several articles on advisor marketing: How to craft (..)
CFO Simplified
MARCH 7, 2024
Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions. Those individuals and entities are not required to report beneficial ownership information to FinCEN at this time.
CFO Network
FEBRUARY 14, 2024
Strategic Financial Planning Effective financial strategy is built on a solid foundation of planning. A Fractional CFO excels in creating long-term financial plans that align with your business goals. Tax Optimization Taxes can be a significant expense for businesses.
Nerd's Eye View
JULY 12, 2022
In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)
Nerd's Eye View
MAY 12, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that clients of advisors providing comprehensive planning services are significantly more satisfied than those receiving a lower tier of service.
CFO Share
MAY 18, 2023
VAT vs sales tax can be especially confusing for international businesses. Sales tax is extremely common amongst the USA, whereas VAT is more common in foreign countries. All companies should consider VAT vs sales tax when reviewing their tax planning strategy. Who implements a VAT or sales tax?
Nerd's Eye View
NOVEMBER 18, 2022
A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.
Nerd's Eye View
FEBRUARY 19, 2024
Finally, the annual T3/Inside Information Software Survey, which assesses the software programs used by financial advisors, found that tax planning tools are on the rise – with adoption rates jumping from 30% to 43%.
Nerd's Eye View
SEPTEMBER 29, 2022
As an individual begins planning for retirement, one of the factors often considered is whether (and where) they might relocate to enjoy their retirement. a state’s income tax rules can have a significant impact on where they might choose to live. When evaluating their potential options across the U.S., Every state in the U.S.,
Nerd's Eye View
OCTOBER 14, 2022
While this will help seniors keep pace with rising prices, it also creates tax planning opportunities for advisors and raises the possibility that the Social Security Trust Fund could be depleted sooner than expected. for 2023, the largest COLA since 1981.
Nerd's Eye View
SEPTEMBER 6, 2022
Read More.
Future CFO
JANUARY 15, 2024
This includes having dispute resolution plans supported by automation and standard data.” The post Fear of double taxation arises amid global tax reform appeared first on FutureCFO. “With the heightened risk of double taxation, getting certainty is at a premium,” said Tracee Fultz, EY Global Transfer Pricing Leader.
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