Remove Auditing Remove Concentration Remove Tax Planning
article thumbnail

Navigating the Complexities of Tax Compliance for Financial Services

CFO Plans

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.

article thumbnail

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

But the whole point of this is…but the overwhelming majority of your revenue came along because in practice, the advisory revenue was very concentrated in a small subset of the high-volume clients. So, we have an internal centralized financial planning team, they are doing all the eMoney plans, all the portfolio manager.

Planning 130
article thumbnail

Stars Of China 2024: Innovation Nation

Global Finance

That level of concentration defines ICBC, the world’s largest bank by assets and winner of this year’s Best Corporate Bank award. The bank’s charitable planning unit, an industry pioneer, managed more than ¥100 million as of January, with nearly 40,000 professionals supporting some 200,000 beneficiaries.