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The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.
September 9 -
Unlike the U.S., where the federal government can offer tax breaks, EU taxation rests with member states, leaving the bloc to work largely through loans and grants.
September 9 -
The proposal seeks to mirror similar funds used by Norway, Kuwait and Abu Dhabi to support national interests in technology, energy and other industries.
September 9 -
Javier de la Torre is Founder and Chief Strategy Officer at CARTO. One of the pioneers of location intelligence, Javier founded the company in 2012 with a vision to democratize data analysis and visualization. Under his leadership, CARTO has grown from a groundbreaking idea into one of the fastest-growing geospatial companies in the world.
CARTO empowers organizations to harness the power of spatial data for everything from network planning to portfolio risk management. As a truly cloud-native geospatial platform, CARTO ensures all data processing and visualization occur within your existing cloud data warehouse, boosting both security and performance.
Javier started his career as a conservation scientist, applying data-sharing technologies to analyze and visualize endangered species. In 2007, he founded Vizzuality, a renowned geospatial company dedicated to bridging the gap between science and policymaking by the better use of data.
September 9 -
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In the first half year of Inflation Reduction Act-funded enforcement, the Internal Revenue Service has recovered over $1.3 billion.
September 6 -
This fringe benefit can take the weight off of the company's human resources department, allow employees to experience the benefits of financial planning and even allow advisors to prospect for new clients.
September 6 -
With football season now underway, the Internal Revenue Service's Criminal Investigation unit is urging taxpayers to play by the rules when it comes to sports betting.
September 6 -
Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group discuss how advisors should be careful not to jump into AI too quickly, despite being tech advocates themselves.
September 6 -
Massachusetts regulators accused the wirehouse of not conducting proper oversight of stock sales made a First Republic executive shortly before the bank collapsed last year.
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