Nerd's Eye View

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.

Tax Planning 98

Tax Planning Securities Planning Accounting 98

Nerd's Eye View

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.

Tax Planning 98

Tax Planning Securities Planning Accounting 98

CFO Plans

NOVEMBER 10, 2024

Optimize Your Hiring Strategy with CFO Plans Business Tax Planning as a Route to Savings In financial management, business tax planning is often an overlooked yet vital component. Meticulous planning can lead to substantial savings, freeing up resources for employee benefits.

Tax Planning 52

Tax Planning Benchmarking Compliance Risk Management 52

CFO Selections

NOVEMBER 20, 2024

A CFO has a deep understanding of your business model and your banking relationships, works with your board of directors, prepares detailed financial and management reports, works with auditors, oversees tax planning, and sets policies around controls and payroll.

CFO 98

CFO Tax Planning Leadership Budgeting 98

Nerd's Eye View

SEPTEMBER 25, 2024

Because not only were very few households actually subject to the 1950s-era top tax rates (which were triggered at the equivalent of over $2 million of income in today's dollars), but the long decline in nominal tax rates has also come with the elimination of many loopholes and deductions that have resulted in more income being subject to tax.

Tax Planning 98

Tax Planning Budgeting Accounting Planning 98

CFO News

MARCH 15, 2023

The Indian government is unlikely to make changes to its budget proposal of taxing the total returns on high-value life insurance policies, two government officials said on Wednesday, amid demands by insurance companies to reconsider the move.

Tax Planning 52

Tax Planning Planning Budgeting 52

CFO Plans

OCTOBER 9, 2024

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.

Compliance 52

Compliance Tax Planning CFO Concentration 52

PYMNTS

AUGUST 26, 2019

Thailand hopes to annually collect 3 billion to 4 billion baht ($98 million to $131 million) by introducing a tax on tech businesses, Reuters reported on Monday (Aug. If approved by Parliament, Thailand will institute a value-added-tax starting next year on electronic businesses, leveraging the eCommerce boom in the country.

Tax Planning 55

Tax Planning eCommerce Planning Leverage 55

PYMNTS

OCTOBER 19, 2020

However, the OECD cautioned about the potential of an international trade war brought by different nations rolling out digital services taxes on their own to assist in their economic rebounds from COVID-19 in the event nations don’t all agree on the new tax regulations. France Will Proceed With Controversial Digital Services Tax Plan.

Tax Planning 57

Tax Planning Compliance Planning Economics 57

Navigator SAP

OCTOBER 28, 2022

Like tax planning, landed costs are a subtle but important business consideration for maximizing profit margins and ensuring profitability. It seemed like an efficient purchase order. A batch of camera equipment was ordered from a UK supplier for a warehouse in Thailand based on a good unit price.

SAP 219

SAP Tax Planning Sales Planning 219

Future CFO

SEPTEMBER 3, 2024

Mayank Goel , Partner Indirect Tax at KPMG India , says that from the point-of-view of a CFO, visualising this involves integrating tax planning seamlessly into the broader corporate strategy. 1. Strategic Tax Planning and Risk Management - CFOs need to view taxes beyond mere compliance.

Leverage 59

Leverage Tax Planning Restructuring Strategic Planning 59

CFO News

NOVEMBER 4, 2024

Australian police searched PwC Australia's Sydney office investigating a former partner who leaked confidential government tax plans. The firm reportedly shared the data internally and covered up its use. PwC is cooperating fully with the investigation.

Tax Planning 40

Tax Planning Sales Planning 40

CFO Plans

AUGUST 23, 2024

Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO 52

CFO Tax Planning Leverage Budgeting 52

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

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Benchmarking 93

Benchmarking Tax Planning Investments Planning 93

CFO Plans

SEPTEMBER 24, 2024

Expert tax advisory for small businesses ensures that you stay compliant with tax regulations while maximizing your deductions. From tax planning to filing, advisors are here to make tax season a breeze. Proper tax planning can also help you avoid surprises and optimize your tax position year-round.

Accounting 52

Accounting Tax Planning CFO Risk Management 52

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 Prioritization Planning 52

CFO Plans

JUNE 27, 2024

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.

Financial Reporting 52

Financial Reporting Tax Planning CFO Manufacturing 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

Nerd's Eye View

OCTOBER 28, 2024

Plus a few events that are simply great well-rounded experiences for those who want to enjoy the conference, the destination, the sessions they attend, and their fellow attendees.

Tax Planning 52

Tax Planning Education Budgeting Planning 52

Nerd's Eye View

JANUARY 8, 2024

improves on the previous iterations of planning by involving a more thorough technical analysis of a client's unique situation than it did before and drilling deeper to reveal more planning opportunities to present to clients. Specifically, Financial Advice 3.0

Tax Planning 81

Tax Planning Healthcare Planning Technology 81

Anaplan

FEBRUARY 12, 2021

The planning disconnect Every time a new year rolls around, many of us take it as an opportunity to reorder our lives. Reorganize closets or refrigerators, create an emergency go-bag, get ahead of tax planning so that the weekend before the filing deadline you’re not frantically pawing through a year’s worth of receipts – you […].

Planning 105

Planning Tax Planning Finance 105

CFO Plans

AUGUST 2, 2024

This evolution allows accounting professionals to focus on strategic activities such as business tax planning and CFO consulting for tech startups, rather than getting bogged down with routine tasks. Automation can also assist in business tax planning by ensuring compliance and optimizing tax strategies.

Technology 52

Technology Accounting CFO Tax Planning 52

Nerd's Eye View

SEPTEMBER 20, 2024

Also in industry news this week: A coalition of organizations representing financial advisors is pressing Congress to include tax breaks for financial advisory fees amidst expected negotiations to address the pending expiration of several provisions of the Tax Cuts and Jobs Act A recent survey indicates that client referrals remain the chief source (..)

Tax Planning 87

Tax Planning Investments Numbers Marketing 87

Nerd's Eye View

SEPTEMBER 6, 2024

Also in industry news this week: A probe by the Government Accountability Office found that the conflict-of-interest disclosures offered by many firms offering financial advice are often inadequate or confusing, making it hard for consumers to understand whether and when a financial professional is operating in their best interest A recent study has (..)

Treasury 92

Treasury Tax Planning Practice Management Compliance 92

Nerd's Eye View

AUGUST 9, 2024

Also in industry news this week: With a potential SEC regulation requiring RIAs to engage in enhanced "know your customer" practices under consideration, the Investment Adviser Association is arguing for a more tailored approach to identifying risky clients and a longer implementation period to relieve the potential burden on RIAs The SEC is investigating (..)

Tax Planning 93

Tax Planning Planning Accounting Investments 93

CFO Plans

JUNE 13, 2024

Enhance Your Financial Reporting with Expert CFO Services Effective Tax Planning and Preparation Tax planning and preparation can significantly impact a company’s bottom line. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

JUNE 7, 2024

Enhance Your Financial Reporting with Expert CFO Services Effective Tax Planning and Preparation Tax planning and preparation can significantly impact a company’s bottom line. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

Nerd's Eye View

SEPTEMBER 16, 2024

For example, most Millennial and Gen Z clients can open their own investing account and buy index funds online with only minimal guidance from their advisor, so full-service investing might not offer enough value to a next-generation client to justify an ongoing planning fee.

Tax Planning 94

Tax Planning Planning Investments Practice Management 94

CFO Plans

SEPTEMBER 24, 2024

Get Customizable Accounting Packages Tax Optimization Strategies Maximize Savings Effective tax planning can significantly impact your bottom line. Tax Optimization Strategies help small businesses minimize their tax liabilities and maximize savings.

Startups 52

Startups Accounting CFO Tax Planning 52

Nerd's Eye View

OCTOBER 5, 2022

And when factoring in the fees charged by those technology platforms, the value of such ‘tactical’ tax-loss harvesting might exceed the value the investor would have realized by relying on a technology solution to do it automatically! Read More.

Technology 89

Technology Tax Planning Advertising Planning 89

Nerd's Eye View

OCTOBER 27, 2023

Also in industry news this week: A survey indicates that while financial advisors remain the most trusted source of financial advice, they might increasingly encounter client questions and ideas that originated from social media Following the transition of advisors and clients from TD Ameritrade and amid competition from competing RIA custodians, Charles (..)

Tax Planning 90

Tax Planning Auditing Leverage Investments 90

Anaplan

FEBRUARY 12, 2021

The planning disconnect Every time a new year begins, many of us take it as an opportunity to reorder our lives. Reorganize closets or refrigerators, create an emergency go-bag, get ahead of tax planning so that the weekend before the filing deadline you’re not frantically pawing through a year’s worth of receipts – you get […].

Planning 83

Planning Tax Planning Finance 83

Nerd's Eye View

NOVEMBER 1, 2024

Also in industry news this week: A recent study suggests that while a majority of financial advisory clients surveyed have only had 1 advisor, deteriorating client service is a key risk factor that could sway certain clients to leave for a different advisor RIA M&A activity in 2024 is poised to surpass the total number of deals seen in 2023, according (..)

Tax Planning 81

Tax Planning Practice Management Leverage Planning 81

CFO Network

NOVEMBER 10, 2021

With outsourced business accounting services , you can get access to professional tax planning advice from a CPA or a CFO. They will be able to advise you on what tax planning strategies to put in place to legally minimize your tax burden each year. You Get Valuable Advice for Your Small Business.

Accounting 81

Accounting Tax Planning CFO Leverage 81

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math 89

Math Tax Planning Treasury Leverage 89

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 73

Tax Planning Planning Sales Marketing 73