Nerd's Eye View

JANUARY 8, 2024

represents our current state of healthcare, in which genetic makeup and the environment play a major role in illness and disease, and where the focus of doctors lies primarily on the administration of treatments to cure and mitigate human ailments; and Medicine 3.0 In the context of the financial planning industry, whereas Financial Advice 1.0

Tax Planning 98

Tax Planning Healthcare Planning Technology 98

E78 Partners

MARCH 3, 2025

The healthcare sector, in particular, continues to lead IPO filings, with multiple biotech companies entering the market in 2025 [ Renaissance Capital ]. 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 News Room

NOVEMBER 9, 2022

The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the United States. One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26. Which means that multiple family members who are all covered by someone else’s plan (e.g.,

Healthcare 130

Healthcare Planning Accounting Investments 130

CFO Plans

AUGUST 9, 2024

Strategic Tax Planning and Preparation Services Effective tax planning is essential for minimizing liabilities and maximizing returns. Tax planning and preparation services provide businesses with strategic advice on tax-saving opportunities and ensure that all filings are accurate and timely.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO Plans

SEPTEMBER 24, 2024

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.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO News Room

DECEMBER 26, 2022

Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – 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.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 29, 2022

So, we do look at clients from the complexity of what type of planning they have. Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning. Or how do we work around a concentrated stock position, right?

Leverage 130

Leverage Planning Concentration Tax Planning 130