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 
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.
Tax Planning 
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EU global minimum tax plan hits Hungarian road 'bump'
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.
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The Liability Risk Of Giving Inadvertent Tax Advice (And How To Avoid It)
Nerd's Eye View
JUNE 18, 2025
In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. Despite this growing interest in tax conversations, most advisors are still quick to distinguish their services as "tax planning", not "tax advice" – a distinction largely driven by liability concerns.
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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.
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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.
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US remittance tax plan may hit Indian households, rupee: GTRI
CFO News
MAY 18, 2025
A proposed 5% US tax on remittances from non-citizens is alarming India, potentially impacting households and the rupee. With India receiving $120 billion in remittances in 2023-24, a significant portion from the US, the tax could cause a $12-18 billion annual shortfall and weaken the rupee, affecting states reliant on these funds.
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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 (July 5–6)
Nerd's Eye View
JULY 4, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e.,
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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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Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
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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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#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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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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#FASuccess Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years, With Griffin Kirsch
Nerd's Eye View
JUNE 24, 2025
In this episode, we talk in-depth about how Griffin leverages his own experience as a firm founder to support his business-owner clients navigate financial planning decisions (in particular, tax planning opportunities), how Griffin encourages his business-owner clients to invest a portion of their profits outside of the business to diversify their (..)
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Weekend Reading For Financial Planners (May 17–18)
Nerd's Eye View
MAY 16, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.
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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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Playing the Global Tax Game Without Getting Burnt: What Every South African CFO Must Get Right
CFO Talks
MAY 20, 2025
Playing the Global Tax Game Without Getting Burnt: What Every South African CFO Must Get Right Its no longer enough to know your way around a balance sheet. Todays CFO is the nerve centre of every strategic decision, from pricing to expansion, and increasingly, international tax planning. Get it right, and you unlock value.
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Weekend Reading For Financial Planners (November 2–3)
Nerd's Eye View
NOVEMBER 1, 2024
Also in industry news this week: A recent study suggests that while a majority of financial advisory clients surveyed have only had 1 advisor, deteriorating client service is a key risk factor that could sway certain clients to leave for a different advisor RIA M&A activity in 2024 is poised to surpass the total number of deals seen in 2023, according (..)
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The 18 Best Financial Advisor Conferences To Attend In 2025
Nerd's Eye View
OCTOBER 28, 2024
Plus a few events that are simply great well-rounded experiences for those who want to enjoy the conference, the destination, the sessions they attend, and their fellow attendees.
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Small Business Lobby Denounces GOP Tax Plans
PYMNTS
NOVEMBER 6, 2017
The tax proposals would also aim to cut the corporate tax rate from 25 percent to 20 percent, though reports in Bloomberg Politics said an unnamed Republican lawmaker noted that tax rate cut would be phased out after 10 years, which, according to the publication, “would limit [the tax plan’s] ability to spur economic growth.”.
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New Tax Planned As eCommerce Soars In Thailand
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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Big Tech Compliance Tracker: EU Watchdogs Make ‘Big Tech Hit List’; France To Go Ahead With Digital Services Tax Plan
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.
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The Real Cost of Not Hiring a Fractional CFO
Beacon CFO Plus
JULY 2, 2025
Unseen Risk From tax planning to compliance to vendor negotiations, many business owners don’t realize how exposed they are until something goes wrong. Overspending or Underspending When you don’t know exactly where your money is going, you either overspend on low-value items or freeze up and underinvest where it counts.
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Kitces & Carl Ep 166: Financial Planners As The Guide To Help Clients Navigate Potentially Changing Terrain?
Nerd's Eye View
JUNE 12, 2025
Tax planning often fits the 'kind environment' model: The rules are relatively stable, outcomes repeat annually, and feedback is immediate (e.g., a tax bill or refund). One helpful framework to contextualize financial decisions is the concept of 'wicked' versus 'kind' learning environments.
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Kitces & Carl Ep 165: Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients
Nerd's Eye View
MAY 29, 2025
investment strategies or tax planning) – can reduce cognitive overload for clients and keep meetings on track. Visual aids can also help advisors clarify complexity and reinforce key messages. Summary charts or graphics – especially for topics that come up repeatedly (e.g.,
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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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Wealthbox’s Upcoming Built-In AI Meeting Notes Tool Signals Competition For Standalone Providers (And More Of The Latest In Financial #AdvisorTech – March 2025)
Nerd's Eye View
APRIL 7, 2025
Advisor workflow support solution Hubly has been acquired by Docupace, which suggests that Hubly might have struggled to gain a critical mass of users as a solution to help solve the shortcomings of advisor CRM systems' workflow capabilities – especially given that the price of Hubly was often as much or more expensive than the CRM platforms (..)
Tax Planning 52
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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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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott
Nerd's Eye View
APRIL 8, 2025
What's unique about Seth, though, is how he has created what he calls an "input deliverable" that allows him to demonstrate value more tangibly to his ideal prospects by helping them solve a key tax planning pain point… but without the time-consuming busywork of having to create a separate output for each individual client household.
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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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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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#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 (..)
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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 (..)
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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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