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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

As while an advisor may be well-qualified to construct an appropriate asset allocation for a client, differentiating themselves from all other advisors (including relatively lower-cost robo-advisors) who use a lot of the same investment management strategies has become more difficult. Tax Planning.

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Customized Financial Reporting for Better Decision Making

CFO Plans

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.

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Business Tax Consulting: Expert Strategies for Small Business Financial Health

CFO Plans

Focus on Business Performance Optimization Optimizing business performance is at the heart of effective tax consulting. This includes tax planning techniques that align with the business’s growth objectives. A tech startup might benefit from R&D tax credits, reinvesting savings into further innovation.

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AirAsia CFO: Failure is nothing to fear

Future CFO

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.

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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Altogether, Kinder’s first question is a valuable tool for advisors to work constructively with clients to help them discover their true goals. Which not only helps clients better understand what they are really looking for in life, but also allows the advisor to create a better financial plan and enhance client loyalty!

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Big Tech Compliance Tracker: Facebook Hints At EU Pullout Over Data Transfers Laws; Appeal Filed Over Apple’s $15B Tax Bill On Ireland Operations; In-App Billing Battle Rages On

PYMNTS

As reported by Fortune, Vestager said in a statement that “the General Court judgment raises important legal issues that are of relevance to the Commission in its application of state-aid rules to tax planning cases. More Nevada Tax Breaks for Google Data Centers .

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1,040: Partners in Leadership: How the CFO, CEO, and CIO Shape a Successful Future | Mark Partin, CFO, BlackLine

CFO Thought Leader

During the past few years, regulations and different sorts of ethical accounting guidelines have driven greater reliance on compliance with knowing where and how any profits are being made; which involved legal entities are doing tax planning; and which systems need to be managed in order to best succeed.

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