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.
Tax Planning Related Topics 
How Advisors Can Offer Tax Planning And Stay In Compliance
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 
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When Does a Business Need a CFO?
CFO Selections
NOVEMBER 20, 2024
A CFO has a deep understanding of your business model and your banking relationships, works with your board of directors, prepares detailed financial and management reports, works with auditors, oversees tax planning, and sets policies around controls and payroll.
CFO 105
105 Webinars
Maximizing Profit and Productivity: The New Era of AI-Powered Accounting
Book of Secrets on the Month-End Close
How To Break Digital Transformation Barriers And Accelerate AI Adoption
The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance
Nerd's Eye View
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 98
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2023 US Wealth Management Outlook: Tax Planning and Wealth Preservation
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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The Best Of Weekend Reading 2024: Top 24 Articles You Might Have Missed
Nerd's Eye View
DECEMBER 30, 2024
We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)
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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman
Nerd's Eye View
JANUARY 21, 2025
What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff (..)
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The Financial Challenge of Employee Benefits for Growing Businesses
CFO Plans
NOVEMBER 10, 2024
Optimize Your Hiring Strategy with CFO Plans Business Tax Planning as a Route to Savings In financial management, business tax planning is often an overlooked yet vital component. Meticulous planning can lead to substantial savings, freeing up resources for employee benefits.
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Weekend Reading For Financial Planners (November 16-17, 2024)
Nerd's Eye View
NOVEMBER 15, 2024
Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)
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Kitces & Carl Ep 152: Advisory Fee Confidence And Building The Happy-Client Stoke File
Nerd's Eye View
NOVEMBER 28, 2024
Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility.
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Tax Planning and Accounting: Essential Strategies for Small Businesses
CFO Plans
SEPTEMBER 24, 2024
Discover expert tax planning and accounting services designed to help you thrive. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. In conclusion, effective tax planning and accounting are vital for the success of small businesses.
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#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala
Nerd's Eye View
NOVEMBER 19, 2024
So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.
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Weekend Reading For Financial Planners (December 28–29)
Nerd's Eye View
DECEMBER 27, 2024
Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)
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Get Advanced Landed Cost Automation with SAP Business ByDesign
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.
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SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, And Other Tax Planning Opportunities
Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.
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SECURE Act 2.0: Later RMDs, 529-to-Roth-Rollovers, And Other Tax Planning Opportunities
Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.
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Simplifying Tax Filing for Entrepreneurs: Navigate Financial Complexity with Ease
CFO Plans
JANUARY 20, 2025
This guide aims to equip you with essential tools and insights to simplify tax filing, ensuring you’re not only compliant but also maximizing potential savings. Strategic Tax Planning for Entrepreneurs The foundation of effective tax management begins with strategic planning.
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New Tax Planned As eCommerce Soars In ThailandÂ
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.
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Tax planning should not extend to evasion: Dhankhar to CAs
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.
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What is Anaplan? And how does it exemplify Connected Planning?
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 […].
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Why Pre-Tax Retirement Contributions Are Better Than Roth In Peak Earning Years (Even If Tax Rates Increase)
Nerd's Eye View
SEPTEMBER 25, 2024
Because not only were very few households actually subject to the 1950s-era top tax rates (which were triggered at the equivalent of over $2 million of income in today's dollars), but the long decline in nominal tax rates has also come with the elimination of many loopholes and deductions that have resulted in more income being subject to tax.
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Govt unlikely to roll back tax plan on high-value life insurance
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.
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Automated Tax-Loss Harvesting Technology: Is The Value Overstated?
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.
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What is Anaplan? And how does it exemplify Connected Planning?
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 […].
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The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today
Nerd's Eye View
JANUARY 8, 2024
improves on the previous iterations of planning by involving a more thorough technical analysis of a client's unique situation than it did before and drilling deeper to reveal more planning opportunities to present to clients. Specifically, Financial Advice 3.0
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Why Outsource Small Business Accounting
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.
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Navigating the Path to an IPO for middle-market companies in 2025
E78 Partners
MARCH 3, 2025
Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations. Implement Internal Controls and SOX Compliance: Establish governance frameworks to support transparency and regulatory compliance.
#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko
Nerd's Eye View
SEPTEMBER 6, 2022
Read More.
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Weekend Reading For Financial Planners (Feb 25-26)
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 (..)
Tax Planning 98
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Weekend Reading For Financial Planners (October 28-29)
Nerd's Eye View
OCTOBER 27, 2023
Also in industry news this week: A survey indicates that while financial advisors remain the most trusted source of financial advice, they might increasingly encounter client questions and ideas that originated from social media Following the transition of advisors and clients from TD Ameritrade and amid competition from competing RIA custodians, Charles (..)
Tax Planning 98
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Weekend Reading For Financial Planners (Oct 15-16)
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.
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Bitcoin Daily: Binance Tells US Users To Take Out All Funds; OKEx To Reportedly Restart Withdrawals; S Korea Seeks To Postpone Crypto Tax Law; Coinbase To Only Provide IRS Form 1099-MISC
PYMNTS
NOVEMBER 25, 2020
The potential amendment to bring in the tax plan is intended to take effect in October of next year, but the legislative body is aiming to have the taxation timeframe begin in the first month of 2022.
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Weekend Reading For Financial Planners (August 10-11)
Nerd's Eye View
AUGUST 9, 2024
Also in industry news this week: With a potential SEC regulation requiring RIAs to engage in enhanced "know your customer" practices under consideration, the Investment Adviser Association is arguing for a more tailored approach to identifying risky clients and a longer implementation period to relieve the potential burden on RIAs The SEC is investigating (..)
Tax Planning 98
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Weekend Reading For Financial Planners (July 8-9)
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 (..)
Weekend Reading For Financial Planners (Nov 19-20)
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.
Tax Planning 98
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Weekend Reading For Financial Planners (September 7–September 8)
Nerd's Eye View
SEPTEMBER 6, 2024
Also in industry news this week: A probe by the Government Accountability Office found that the conflict-of-interest disclosures offered by many firms offering financial advice are often inadequate or confusing, making it hard for consumers to understand whether and when a financial professional is operating in their best interest A recent study has (..)
Treasury 98
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Weekend Reading For Financial Planners (June 22-23)
Nerd's Eye View
JUNE 21, 2024
Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)
Math 98
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Weekend Reading For Financial Planners (September 21–September 22)
Nerd's Eye View
SEPTEMBER 20, 2024
Also in industry news this week: A coalition of organizations representing financial advisors is pressing Congress to include tax breaks for financial advisory fees amidst expected negotiations to address the pending expiration of several provisions of the Tax Cuts and Jobs Act A recent survey indicates that client referrals remain the chief source (..)
Tax Planning 98
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101 Ways Financial Advisors Can Add Value For Their Clients
CFO News Room
NOVEMBER 28, 2022
Tax Planning. In addition to managing investments, tax planning is another area where advisors can demonstrate their value in dollar terms. This often starts with reviewing the client’s tax return to ensure they received the credits and deductions for which they were eligible.
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Understanding Taxation in South Africa and BeyondÂ
CFO Talks
NOVEMBER 11, 2024
By staying informed on tax types, emerging trends, and compliance strategies, CFOs can manage tax obligations effectively, ensuring their companies remain compliant while taking advantage of available tax efficiencies. The post Understanding Taxation in South Africa and Beyond appeared first on CFO Club Africa.
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Navigating the Complexities of Tax Compliance for Financial Services
CFO Plans
OCTOBER 9, 2024
Learn How CFO Plans Can Boost Your Financial Health Corporate Tax Planning for Proactive Financial Management Corporate tax planning is a fundamental aspect of successful tax compliance. As a result, they were able to invest more in innovation, fueling further growth.
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Weekend Reading For Financial Planners (May 13-14)
Nerd's Eye View
MAY 12, 2023
Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)
Tax Planning 98
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World’s Best Private Banks 2025: US Regional
Global Finance
DECEMBER 6, 2024
This is mainly due to the banks strong financial performance, bolstered by its best-in-class integration of wealth planning, personal banking, and bespoke financial services. The banks strategy ensures that clients financial strategies align with their values and family legacy.
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7 Lessons Learned Launching A Sustainable Business Model To Serve (And Attract!) Profitable Millennials And Gen Z Clients
Nerd's Eye View
SEPTEMBER 16, 2024
For example, most Millennial and Gen Z clients can open their own investing account and buy index funds online with only minimal guidance from their advisor, so full-service investing might not offer enough value to a next-generation client to justify an ongoing planning fee.
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