E78 Partners

MARCH 3, 2025

While overall 2025 economic conditions have been positive, tariffs, persistent interest rates and geo-political instability are creating uncertainty. Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

CFO Talks

NOVEMBER 11, 2024

Leveraging Tax Incentives South Africa offers various tax incentives, including deductions for research and development, employment tax incentives, and incentives for companies in Special Economic Zones (SEZs). The post Understanding Taxation in South Africa and Beyond appeared first on CFO Club Africa.

Compliance 52

Compliance CFO Leverage Tax Planning 52

Accountancy Today

DECEMBER 6, 2023

For those looking to expand services, the findings also highlighted the core functions that business leaders consider fundamental services provided by accountants, including tax planning (54%), handling dealings with HMRC (53%), and creating or submitting tax returns (48%).

Accounting 98

Accounting Problem Solving Tax Planning Economics 98

CFO Plans

SEPTEMBER 24, 2024

By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability. It involves predicting future financial outcomes by analyzing past and present financial data, market trends, and economic conditions.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO Share

APRIL 5, 2022

Software tools like Avatax help calculate economic sales tax nexus but are not sensitive to physical nexus. With the nexus study as your guide, your CFO or sales tax advisor can register one or many sales tax licenses. Timely and accurate filing is critical to avoiding unnecessary tax audits.

Sales 98

Sales Auditing Compliance Tax Planning 98

PYMNTS

MARCH 12, 2019

Treasury official said a French tax plan targeting American digital companies is discriminatory against American businesses. After a European Union plan for tax reform fell apart, France, along with Britain, Italy and Spain, are moving forward with plans to tax companies like Google and Apple.

Treasury 52

Treasury Tax Planning Planning Economics 52

PYMNTS

NOVEMBER 24, 2020

French Finance Minister Bruno Le Maire’s goals will include ending a conflict over taxing Big Tech and getting the U.S. on board with backing a deal on taxation through an international group, the Organization for Economic Cooperation and Development (OECD), the report said.

Tax Planning 56

Tax Planning Economics Forecasting Finance 56

CFO News Room

DECEMBER 30, 2022

has brought a wide range of changes to the world of retirement planning. And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients!

Planning 130

Planning Auditing Investments Securities 130

PYMNTS

MARCH 6, 2019

The European Union has announced that it will not move forward with a digital tax plan covering the entire EU, but also said it would look at reforming tax laws for internet companies, according to a report from Reuters. The global tax reform is being prepared by the Organisation for Economic Co-operation and Development (OECD).

Tax Planning 49

Tax Planning Finance Planning Economics 49

CFO Talks

AUGUST 21, 2024

Economic shifts, new regulations, and technological changes constantly test your ability to keep your company financially stable. Economic Instability and Inflation Control Challenge: Economic instability, especially in emerging markets like South Africa, can greatly affect corporate finance.

Corporate Finance 52

Corporate Finance Finance Cash Flow Forecasting IFRS 52

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Profit and Loss Communication Education 130

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

CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Education 130

Education Planning Numbers Securities 130

CFO Network

FEBRUARY 14, 2024

They conduct in-depth economic analysis , helping you identify areas of improvement and untapped opportunities. Strategic Financial Planning Effective financial strategy is built on a solid foundation of planning. A Fractional CFO excels in creating long-term financial plans that align with your business goals.

CFO 52

CFO Tax Planning Financial Analysis Strategic Planning 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

Future CFO

SEPTEMBER 14, 2020

The virus continues to ravage the global population, effect changes in consumer behavior, unearth workforce planning challenges, precipitate demand drops, and create supply chain shocks across the business world. The truth of the matter is that COVID-19 is exposing gaps in current financial planning across the region.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Team Kitces.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. ” One about five years ago, I’m planning a trip to Silicon Valley.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Marketing Accounting 130

CFO News Room

NOVEMBER 21, 2022

The Reagan administration and the Volcker Federal Reserve successfully tamed inflation and ushered in an era of economic growth and prosperity. By increasing the cost of borrowing and thereby quelling demand, and by cutting taxes and thereby unburdening supply, Reagan and Volcker established the conditions for an economic recovery.

Economics 130

Economics Tax Planning Budgeting Numbers 130

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. You know, we do the typical stuff, market economic outlooks and research there, product research. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right?

Investments 114

Investments Profit and Loss Education Advertising 114

CFO News Room

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. Executive Summary. In addition, SECURE 2.0 backdoor Roth conversions).

Planning 130

Planning Securities Accounting Tax Planning 130

Musings on Markets

MAY 11, 2021

Others like Estonia and Latvia, levy taxes on corporations on the income that is returned to shareholders as dividends, and individual investors pay no taxes. To encourage investors to put their savings into stock and bond markets, the tax code is sometimes tilted to make these investments more attractive.

Investments 52

Investments Valuation Treasury Forecasting 52

Global Finance

OCTOBER 31, 2024

The toolbox is open, and the fine-tuning is underway, as China’s policymakers and financial institutions respond to the thorny economic challenges of the post-pandemic era. No doubt the government’s policy push to address the country’s economic challenges has given birth to invention at banks large and small.

Mergers and Acquisitions (M&A) 52

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

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.

Tax Planning 40

Tax Planning Budgeting Planning Economics 40

CFO News Room

NOVEMBER 26, 2022

Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

CFO Share

SEPTEMBER 15, 2021

Last March, I published an article reviewing the small business impact of the then-leaked Biden Tax Reform proposal. With the new details available, let’s review the impact on small business financial planning. How does tax reform affect small business? Elimination of pass-through tax deductions.

Profit and Loss 52

Profit and Loss CFO Tax Planning Auditing 52

PYMNTS

FEBRUARY 1, 2021

Former President Donald Trump was against the potential tax plans, contending that they discriminated against U.S. Parliament's economic affairs committee had given the invitations. It was “willing to consider rescheduling and looking into alternative dates later than the originally planned date of Feb.

Finance 40

Finance Compliance Tax Planning Treasury 40

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

Marketing 112

Marketing Banking Treasury Profit and Loss 112

CFO Share

MARCH 16, 2021

“First major tax hike since 1993” according to Bloomberg. As a fractional CFO , my first reaction to any tax reform is: what does this mean for small business? How does tax reform affect small business? There are two proposed changes that will affect small business income taxes. Elimination of pass-through tax deductions.

Profit and Loss 40

Profit and Loss CFO Tax Planning Sales 40

CFO News Room

JANUARY 24, 2023

In a note to me, Hauser summed up the case against Zients: ‘Biden at his best has picked battles with corporate America, from the tax plan funding the IRA to appointing regulators like Rohit Chopra, Gary Gensler, and Lina Khan to take on predatory behavior. ’” • So the narrative drives the market, not the market the narrative?

Manufacturing 130

Manufacturing Construction Economics Banking 130