Nerd's Eye View

SEPTEMBER 7, 2022

And to complicate things further, when it is decided to go ahead with tax-loss harvesting, there are numerous considerations involved to ensure the strategy is carried out correctly and avoids running afoul of the IRS’s wash sale rules (which could disallow losses and negate the value of the strategy altogether).

Tax Planning 98

Tax Planning Investments Sales Planning 98

Nerd's Eye View

SEPTEMBER 30, 2024

When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies.

Tax Planning 97

Tax Planning Planning Sales Marketing 97

Nerd's Eye View

MAY 31, 2024

House of Representatives and is now being considered in the Senate would increase the number of firms classified as “small entities” and would require the SEC to assess the impact of proposed regulation on this newly enlarged class of investment advisers (which tend to have fewer compliance staff and resources available compared to larger (..)

Tax Planning 95

Tax Planning Education Compliance Communication 95

Nerd's Eye View

OCTOBER 2, 2023

This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)

Communication 98

Communication Tax Planning Technology Planning 98

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

B2B 98

B2B Planning Tax Planning Technology 98

CSC Advisors

SEPTEMBER 27, 2024

Understanding how to maximize tax benefits can significantly impact your bottom line, allowing you to reinvest in your business and improve cash flow. Maximize Interest Deductions The interest paid on your SBA loan is generally tax-deductible as a business expense.

Tax Planning 52

Tax Planning Leverage Planning Securities 52

CFO News

NOVEMBER 4, 2024

Australian police searched PwC Australia's Sydney office investigating a former partner who leaked confidential government tax plans. This incident led to the resignation of several partners and the sale of its government consulting business. The firm reportedly shared the data internally and covered up its use.

Tax Planning 40

Tax Planning Sales Planning 40

VCFO

NOVEMBER 1, 2023

A review of revenue will often involve examining sales performance. By nature, most salespeople will do exactly what they are incentivized to do (which is why a well-designed sales compensation plan is so important). Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail.

Finance 88

Finance Strategic Planning Auditing CFO 88

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. It has been difficult to coordinate tax reform in the EU because there are many varying national interests.

Tax Planning 49

Tax Planning Finance Planning Economics 49

CFO Plans

SEPTEMBER 24, 2024

It allows for continuous monitoring of financial performance, enabling proactive adjustments to tax strategies. For example, a retail business can track daily sales and expenses, adjusting inventory purchases to optimize cash flow and tax obligations.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

PYMNTS

DECEMBER 4, 2018

France and Germany have come up with a compromise for a European Union (EU)-wide digital tax, abandoning a wide-ranging 3 percent tax on revenues generated by ad sales in the digital economy. However, officials noted that other retailers like Amazon , Airbnb and Spotify would most likely be excluded. billion USD) a year.

Advertising 46

Advertising Tax Planning Sales Finance 46

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. They can help you identify tax-saving opportunities and ensure compliance with ever-changing tax regulations. Consider the benefits of 1031 exchanges to defer taxes.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Share

MARCH 9, 2021

This year will be particularly complex as provisions from the CARES act unwind and the sales tax landscape continues its tortuous evolution. Sales tax risk is on the rise for small businesses. Sales tax risk is on the rise for small businesses. Local taxes. Do not forget about your local taxes!

Profit and Loss 52

Profit and Loss Compliance Tax Planning Accounting 52

Creative CFP

JANUARY 17, 2019

Seasonality is not taken into account If, for example, your business sells ice cream, there is a high probability that people will eat less ice cream during the winter months, thus your sales will decrease. On the contrary, during the summertime, your sales will increase exponentially and your business will boom.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Manufacturing 52

CFO Share

JULY 13, 2023

Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. How quickly will the new sales hire ramp up? Growth planning should include your executive team and a CPA for tax planning purposes. Develop a cash flow management plan to improve the runway.

CFO 40

CFO Forecasting Tax Planning Sales 40

Spreadym

NOVEMBER 3, 2023

Tax Planning: Optimize your tax strategy to minimize your tax liabilities and maximize your after-tax income. This may involve taking advantage of tax-advantaged accounts and deductions. This metric helps assess the effectiveness of marketing and sales efforts. Profit Margins: a.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Michigan CFO

NOVEMBER 1, 2021

The SaaS CFO can help plan and strategize for growth with actionable goals and key performance indicators. A SaaS CFO will analyze your marketing and work with your sales team to expand subscription services for existing customers as well as find new ones. Tax Planning With Your SaaS CFO. Interested in learning more?

CFO 52

CFO Budgeting Forecasting Tax Planning 52

PYMNTS

OCTOBER 1, 2019

The postal delivery person would provide consumers with customs dockets along with their packages and instructions on how to pay the taxes. Plans also call for services that would enable tax payments via text or email. A rapid U.K. departure could be chaotic despite these preparations.

eCommerce 48

eCommerce Tax Planning Compliance Planning 48

The CFO College

APRIL 8, 2021

You want to talk about the value or benefits you can offer them, explaining how you can ease their pain points, such as how you can save them money in the long run by helping them with tax planning or minimizing their tax burden.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

CFO News Room

NOVEMBER 22, 2022

So, my prior broker dealer, it was Fortune 100 company, they have tremendous obviously philosophies in place on how they get their sales force to produce amazing results. He did an immense number of sales, and had cultivated a huge number of relationships. All of the tax planning, and all of the behind-the-scenes work.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old. .”

Education 130

Education Planning Numbers Securities 130

CFO News Room

FEBRUARY 2, 2022

Estate planning is commonly a big point of discussion, as well. And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games.

Communication 130

Communication Planning Education Numbers 130

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Tax Planning. In addition to managing investments, tax planning is another area where advisors can demonstrate their value in dollar terms. Executive Summary.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Sales & Marketing. 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 19, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning 130

Planning Leadership Accounting Healthcare 130

CFO News Room

DECEMBER 23, 2022

And so, for advisory firms considering a sale, the current economic and market environment heightens the importance of continued client growth and potentially transitioning key management functions to the next generation (though, ironically, doing so could make selling the firm less desirable ?)

Mergers and Acquisitions (M&A) 130

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

PYMNTS

DECEMBER 2, 2020

“Canadians want a tax system that is fair, where everyone pays their fair share, so the government has the resources it needs to invest in people and keep our economy strong,” said Finance Minister and Deputy Prime Minister Chrystia Freeland. It also deprives the government of tax revenues that could be used to better the lives of everyone.”.

Tax Planning 78

Tax Planning Treasury Budgeting Compliance 78

Global Finance

DECEMBER 6, 2024

This integrated advisory service uses AI-based proprietary technology to deliver end-to-end real estate development, operation, and sales consulting. Investment advice, tax planning, and estate planning are among the services offered to these clients. This followed the launch of AI Wealth in March last year.

Banking 97

Banking Education Leadership Investments 97

CFO News Room

DECEMBER 17, 2022

The Commission might also explore what types of experiences meet the Experience requirement, as currently positions focused directly on financial planning work (e.g., paraplanner) count for the same number of hours as those within a planning firm but with little engagement on actual financial planning (e.g.,

Planning 130

Planning Education Investments Benchmarking 130

CFO News Room

FEBRUARY 2, 2022

The finders did the prospecting, the binders got the sale, the grinders did the planning work, and the minders service the clients in the long run, and each of those got 25%. So, it was 25% for the lead, 25% for the sale, 25% for the plan, and 25% for the ongoing service relationship. Dan: That’s right.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

OCTOBER 19, 2022

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? We’ll do estate planning and other complex financial planning. So Jack hates ETFs, doesn’t like advisors, and he hates sales.

Investments 114

Investments Profit and Loss Education Advertising 114

CFO News Room

NOVEMBER 8, 2022

And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. And then we look at estate planning. And then in the fall, we look at tax planning. Just wrong fit, wrong stage here. Cean: Yep, yep.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Global Finance

OCTOBER 31, 2024

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector.

Mergers and Acquisitions (M&A) 52

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

CFO Share

SEPTEMBER 15, 2021

Moreover, S-corps and pass-through companies are facing tax increases too…. Elimination of pass-through tax deductions. If you are a high-income S-corp, partnership, or sole proprietor, the proposed tax plan will eliminate your Qualified Business Income Deduction , commonly referred to as the pass-through deduction.

Profit and Loss 52

Profit and Loss CFO Tax Planning Auditing 52

PYMNTS

FEBRUARY 1, 2021

The news comes as Yellen expressed her backing of pleas for technology firms to pay a greater share of their sales in the nations where they work. Former President Donald Trump was against the potential tax plans, contending that they discriminated against U.S. USC, Amazon to Make Machine Learning Research Facility.

Finance 40

Finance Compliance Tax Planning Treasury 40

CFO News Room

NOVEMBER 26, 2022

A former DoL official has previously suggested that related changes could include amending the five-part fiduciary test, making adjustments to Prohibited Transaction Exemption 2020-02 (PTE 2020-02) , and reexamining existing PTEs, such as PTE 84-24 (which permits certain commissionable insurance sales in retirement plans).

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well.

Marketing 112

Marketing Banking Treasury Profit and Loss 112