Nerd's Eye View

OCTOBER 28, 2024

to conferences on marketing, learning business development skills, or developing next generation talent, to the top events for those who still use conferences to up their technical game in areas like tax planning.

Tax Planning 58

Tax Planning Education Planning Budgeting 58

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.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

Global Finance

OCTOBER 31, 2024

China’s largest bank works directly with EV manufacturers such as Guangzhou Xiaopeng Motors Technology, Zeekr, and Li Auto to provide one-stop loan application, facility, interview, and issuing services. CCB’s Guangdong Province branch in March reported lending ¥160 billion to more than 50,000 local, technology-based enterprises.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

CFO Dive

JUNE 23, 2025

That environment can easily lead to paralysis, with business leaders waiting for more information before undertaking planning actions. However, proactive planning can be a crucial tool that helps businesses to find stability within a challenging environment. What can a business do to plan for continually shifting tax rules?

Tax Planning 259

Tax Planning Planning CFO SAP 259

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Tax Planning 52

Tax Planning Planning Technology Investments 52

Nerd's Eye View

OCTOBER 5, 2022

Unfortunately, much of the technology dedicated to automated tax-loss harvesting fails to consider the individual tax circumstances that drive most of the true value of harvesting losses, and instead focuses on the portfolio-management aspect of efficiently capturing as many losses as possible.

Technology 98

Technology Tax Planning Advertising Planning 98

CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology 52

Technology Accounting CFO Tax Planning 52

Nerd's Eye View

JANUARY 8, 2024

Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape.

Tax Planning 98

Tax Planning Healthcare Planning Technology 98

PYMNTS

OCTOBER 19, 2020

Here’s the latest news from Amazon and the technology industry, which is coming under increasing scrutiny from regulatory watchdogs, trade organizations and politicians globally. The OECD forecasted that the measures could bring in a further $100 billion in business tax revenues each year. . Regulation.

Tax Planning 57

Tax Planning Compliance Planning Economics 57

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 98

Communication Tax Planning Technology Planning 98

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

B2B 98

B2B Planning Tax Planning Technology 98

Nerd's Eye View

SEPTEMBER 7, 2022

For example, advisors who use a Customer Relationship Management (CRM) tool may be able to use that tool to narrow down the list of clients to those who are good tax-loss-harvesting candidates, such as those in higher tax brackets (who are likelier to realize more value from deducting capital losses). With these three tools (i.e.,

Tax Planning 98

Tax Planning Investments Sales Planning 98

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. A continual thread through the conference was the ongoing effort to build a truly cohesive tech stack.

Tax Planning 97

Tax Planning Technology Numbers Planning 97

CFO Plans

AUGUST 23, 2024

Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO 52

CFO Tax Planning Leverage Budgeting 52

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Tax Planning 52

Tax Planning Planning Technology Investments 52

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, (..)

Tax Planning 98

Tax Planning Planning Leadership Compliance 98

PYMNTS

OCTOBER 5, 2020

Here’s the latest news from Google and the technology industry, which is coming under increasing scrutiny from regulatory watchdogs, trade organizations and politicians globally. Brussels also aims to have big platforms allow users to remove programs that come already installed on technologies like computers and smartphones.

Banking 91

Banking Compliance Advertising Tax Planning 91

CFO Plans

JUNE 27, 2024

Expert Tax Planning and Preparation for Savings Navigating the complexities of tax regulations can be daunting for any business. Certified public accountants (CPAs) within outsourced accounting firms offer expert tax planning and preparation services. Get expert tax planning and maximize your savings.

Financial Reporting 52

Financial Reporting Tax Planning CFO Manufacturing 52

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Why advisors might consider looking past some of the big names in advisor technology to find tools that can provide a better experience for themselves and their clients.

Planning 130

Planning Auditing Investments Securities 130

CFO Plans

JUNE 13, 2024

Enhance Your Financial Reporting with Expert CFO Services Effective Tax Planning and Preparation Tax planning and preparation can significantly impact a company’s bottom line. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

JUNE 7, 2024

Enhance Your Financial Reporting with Expert CFO Services Effective Tax Planning and Preparation Tax planning and preparation can significantly impact a company’s bottom line. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

Future CFO

JANUARY 15, 2024

Fear of double taxation emerges among businesses amid global tax reform, said EY recently. Global tax reform, ineffective use of technology and economic uncertainty are putting significant strain on business’ transfer pricing (TP) capabilities, according to the 2024 EY International Tax and Transfer Pricing Survey.

Tax Planning 52

Tax Planning Risk Management Technology Planning 52

PYMNTS

DECEMBER 1, 2020

France has long been angling to levy digital taxes, although such moves have become a bone of contention with the United States and have faced significant delays. Treasury argued last year that one such French tax plan was discriminatory and unfairly targeted U.S. billion of French goods.

Tax Planning 52

Tax Planning Treasury Finance Planning 52

Future CFO

OCTOBER 4, 2021

There are many highlights instead of one or two along the way—be it doing the advisory work for the then largest merger in Malaysia, or a successful tax planning endeavour that bore fruit, or perhaps now, hopefully, be part of the team that saved the largest low-cost airline in ASEAN.

CFO 98

CFO Finance Leadership Tax Planning 98

CFO Talks

AUGUST 21, 2024

Economic shifts, new regulations, and technological changes constantly test your ability to keep your company financially stable. Strategic Measure: CFOs should build strong relationships with local tax authorities and regulatory bodies.

Corporate Finance 52

Corporate Finance Finance Cash Flow Forecasting IFRS 52

PYMNTS

DECEMBER 4, 2018

This tax is a replacement for the original plan that would have targeted around 180 of the largest technology groups by capturing activities such as data sales, raising an estimated €5 billion ($5.69 However, officials noted that other retailers like Amazon , Airbnb and Spotify would most likely be excluded.

Advertising 46

Advertising Tax Planning Sales Finance 46

CFO Plans

SEPTEMBER 24, 2024

These services offer personalized guidance on a range of financial issues, from tax planning to investment strategies. Affordable virtual CFO services leverage advanced technologies to deliver real-time financial reporting, empowering small businesses to stay agile and responsive in a competitive market.

CFO 52

CFO Startups Tax Planning Accounting 52

CFO Plans

AUGUST 30, 2024

Leveraging technology to streamline accounting processes is no longer a luxury but a necessity. Tech-Enabled Accounting Tools Revolutionizing Real Estate Modern technology offers a plethora of solutions to address these challenges, making real estate accounting more efficient and less prone to errors.

Accounting 52

Accounting CFO Compliance Leverage 52

Future CFO

MAY 24, 2020

Source: How a reimagined tax and finance function can improve your bottom line, EY 2020. The TFO team typically consist of dedicated accounting and tax professionals working in tandem to support the CFOs holistically.

Finance 52

Finance Compliance Restructuring Tax Planning 52

CFO News Room

NOVEMBER 29, 2022

And so, I brought him in to help me redefine and reevaluate, one, our technology stack and also our overall client experience. So, we currently have our process, our systems, and our technology stack that we use but we can always be better. Anh: Yes, basically, that’s his main role. Anh: It was definitely the user interface.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO Plans

AUGUST 16, 2024

An outsourced CFO can offer strategic insights, from tax planning to financial forecasting, without the overhead costs of a full-time executive. Explore Outsourced CFO Options Embracing Technology with Virtual CFO Solutions In today’s digital age, virtual CFO solutions are becoming increasingly popular.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Plans

MAY 30, 2024

Expert accounting consultants can also assist with tax planning and compliance, ensuring your real estate investments remain profitable. Outsourcing the setup and management of cloud-based accounting software ensures seamless integration and ongoing support, allowing your business to leverage the full benefits of this technology.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO Plans

SEPTEMBER 24, 2024

Leverage Technology: Utilize Remote Accounting Solutions and Virtual Financial Controller Services to streamline the forecasting process. Conclusion Financial forecasting is a powerful tool that provides small businesses with a clear vision of the future and enables strategic planning.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

Creative CFP

JANUARY 17, 2019

Careful planning is essential. Customers are not paying on time In this day and age with fantastic cloud-based accounting technology, cash flow management is an easy problem to solve. The sooner you make peace with having to pay tax and make proper provision for it, the sooner you will start to enjoy running your business.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounting 52

CFO Plans

OCTOBER 15, 2024

Leverage technology by utilizing software solutions designed for corporate governance compliance to streamline processes. Engage experts through CFO Plans to gain insights into the nuances of financial reporting standards for businesses. Practical Steps for Ensuring Compliance in Small Businesses 1.

Compliance 52

Compliance CFO Startups Risk Management 52

CFO News Room

NOVEMBER 22, 2022

A lot of 401(k) plans at hospitals are with Fidelity. All the technology we had researched, some of it like Fidelity owns eMoney Redtail, all these CRM, everything just started to match. So, you go to an RIA, you obviously have lots of overhead of technology decisions, and you got to hire more team. We use Orion as a technology.

Planning 130

Planning Profit and Loss Communication Education 130

Future CFO

SEPTEMBER 14, 2020

Tam noted that FP&A professionals will then need to “revisit their financing and liquidity strategies, centralize decisions for cash release upon the applications of government stimulus, and implement tax planning strategies that can reduce cash expenditures and preserve budget.”. Empowering the new FP&A professional.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52