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
Tax Planning Related Topics 
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How Advisors Can Offer Tax Planning And Stay In Compliance
CFO News Room
NOVEMBER 30, 2022
Taxes are a central component of financial planning. And yet, 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.
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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.
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.
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.
Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance
Nerd's Eye View
NOVEMBER 30, 2022
Taxes are a central component of financial planning. And yet, 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.
Small Business Lobby Denounces GOP Tax Plans
PYMNTS
NOVEMBER 6, 2017
The GOP unveiled its plans for tax reform late last week in an effort to streamline the tax code, a move that aims to cut the tax rates for corporates. In a statement released late last week, the NFIB said it is “unable to support the House tax reform plan in its current form.”. We believe that tax reform should provide substantial relief to all small businesses, so they can reinvest their money, grow and create jobs.”.
Big Tech Compliance Tracker: EU Watchdogs Make ‘Big Tech Hit List’; France To Go Ahead With Digital Services Tax Plan
PYMNTS
OCTOBER 19, 2020
Taxes . OECD’s Tax Reform To Be Presented To G20. The Organization for Economic Cooperation and Development (OECD) , which is based in France, said its worldwide tax reform blueprint will be put in front of the Group of 20 finance ministers.
What You Should Plan to Make 2021 Your Best Tax Year Ever?
Together CFO
JANUARY 7, 2021
Whether you are a small business owner or an affluent business person, every penny of your earnings count in the income tax department. Therefore, as a business owner, you not only want to increase your revenue but also minimize tax liabilities. Year-Round Tax Planning.
How to Preserve your Wealth with the Help of Tax Consultant?
Together CFO
NOVEMBER 30, 2020
In order to keep your wealth preserved, one should know the basics of tax savings. Availing deductions is not the only thing tax planning is all about, but planning investments and finances in such a way to preserve wealth for future is supreme. Maximize your Tax Savings.
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.
GOP’s Corporate Tax Break May Be Phased Out After A Decade, Source Says
PYMNTS
NOVEMBER 3, 2017
The GOP released its tax plan Thursday (Nov. 2), offering a glimpse into its Tax Cuts and Jobs Act that includes plans for corporate taxes. According to reports in The New York Times , Republican tax reform efforts would impose a minimum global tax of 10 percent for American multinational corporations. The corporate or business tax rate would also be cut from 35 percent to 20 percent according to the new plan.
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. Connected Planning Platform Anaplan for Finance Anaplan Platform connected planning workforce planning
Why Outsource Small Business Accounting
CFO Network
NOVEMBER 10, 2021
Reports state that 40% of business owners spend more than 80 hours per year on tax preparation alone. If you outsource small business accounting, you can hand your time-consuming bookkeeping and tax prep tasks over to professionals. You Might Save On Taxes.
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. Connected Planning Platform Anaplan for Finance Anaplan Platform connected planning workforce planning
Talent checklist: does your team have the right mix of skills?
Generation CFO
OCTOBER 3, 2022
They have strong interpersonal and technical skills and work with people across the function to create action plans for the rest of the organisation. Large organisations may organise these into centres of excellence (COE) – the growth COE, or the tax management COE, for example.
Automated Tax-Loss Harvesting Technology: Is The Value Overstated?
Nerd's Eye View
OCTOBER 5, 2022
In recent years, numerous software solutions have sprung up that aim to automate the process of tax-loss harvesting. Ultimately, the key point is that tax-loss harvesting is a tax planning strategy and not (just) a portfolio management strategy.
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. A new research study suggests that delaying taxes in retirement is often not the optimal course of action.
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.
#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
Financial Advisor Success Podcast OPTIN: One Page Business Plan (BAR) OPTIN: One Page Business Plan (SLIDE IN Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko.
Kitces & Carl Ep 103: Balancing Client Responsiveness With The Proactive Sledgehammer Of Value
Nerd's Eye View
JANUARY 12, 2023
As comprehensive financial planning has become more widely adopted, many financial advisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients.
The Most Tax-Friendly States For Retirees: How To Compare State Income Tax Options For Retiring Clients
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.
#FA Success Ep 289: Coming Together As A Partnership To Serve Your Collective Community, With Kamila Elliott
Nerd's Eye View
JULY 12, 2022
Financial Advisor Success Podcast OPTIN: One Page Business Plan (BAR) OPTIN: One Page Business Plan (SLIDE IN Welcome back to the 289th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kamila Elliott.
Tax-Loss Harvesting Best Practices (And How To Scale It Across A Client Base)
Nerd's Eye View
SEPTEMBER 7, 2022
Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds to maintain market exposure – is a popular strategy for financial advisors to increase their clients’ after-tax investment returns.
Sabbatical Financial Planning: Taking Extended Time Off Without Derailing The Career Or Retirement
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.
How Understanding Sales Tax Can Help Your Business
CFO Share
APRIL 5, 2022
Think your business is too small to worry about sales taxes? South Dakota , small business sales tax has been an issue you cannot afford to ignore. With audits ramping up and penalties exceeding $100,000, understanding sales and use tax is essential. Small Business Tax Issues
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. Binance has purportedly started notifying U.S.
Why Rich Business Owners Should Hire the Professional CFO?
Together CFO
DECEMBER 7, 2020
Having an abundance of wealth to take care of, You definitely don’t have the time for critical forward planning for the business. But, you should know the Tax-Saving Tips for ensuring your wealth is managed properly. A CFO has premade succession plans that fit the company goals.
7 Tips on Choosing a Financial Advisor for Your Business
CSC Advisors
MAY 30, 2022
This is an advisor that can help with general financial planning, not just corporate. Whether you need help with budgeting, investing, tax planning, or even paying off your outstanding debts, you can find a financial advisor to help!
Business News | Stock and Share Market News | Finance News
CFO News Room
MAY 23, 2022
Tax and Investment Expert, 26 May – 14:00 hrs. where and how to invest for tax planning in the current year. Tax and Investment Expert. where and how to invest for tax planning in the current year. Search Quotes, News, Mutual Fund NAVs. LIC India INE0J1Y01017, LICI, 543526. Tata Steel INE081A01012, TATASTEEL, 500470. SAIL INE114A01011, SAIL, 500113. Adani Wilmar INE699H01024, AWL, 543458. Adani Power INE814H01011, ADANIPOWER, 533096.
US Treasury: Taxes On Digital Companies Are Discriminatory
PYMNTS
MARCH 12, 2019
Treasury official said a French tax plan targeting American digital companies is discriminatory against American businesses. Treasury’s top international tax official, called the taxes “ill-conceived,” and said the better option was to go after tax reform internationally at the Organisation for Economic Co-operation and Development ( OECD ). Australia is planning a similar tax plan as well. A U.S.
Business News | Stock and Share Market News | Finance News
CFO News Room
MARCH 22, 2022
Tax and Investment Expert, 24 Mar – 14:00 hrs. Tax planning through HUF. Tax and Investment Expert. Tax planning through HUF. Five stocks – Balrampur Chini Mills, Delta Corp, GNFC, Indiabulls Housing Finance and Sun TV Network – are under the F&O ban for March 23. Russia Ukraine News LIVE Updates | PM Modi, Boris Johnson discuss Ukraine situation.
How to Find the Right Tax Accountant Near You- Expert Tips
Together CFO
DECEMBER 21, 2020
It is mainly because managing the income includes various mind-stressing tasks such as investment plannings, tax savings, and the most intricate of all is tax planning and tax filing, especially in a country like the USA where tax guidelines are a bit complex to be understood.
Announcing New IAR CE Credits From Kitces
CFO News Room
JULY 25, 2022
Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.
101 Ways Financial Advisors Can Add Value For Their Clients
CFO News Room
NOVEMBER 28, 2022
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But this can create challenges for the advisor as well, as they will have to spend significant time managing the variability of the planning needs of their diverse client base.
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