Sentences with phrase «appropriate tax strategy»

Add an accountant to your team, not just so that you know your records are proper and orderly, but so you can pursue an appropriate tax strategy.

Not exact matches

Betterment offers a Tax - Coordinated Portfolio, a long - term strategy appropriate for investors in a federal tax bracket of higher than 15Tax - Coordinated Portfolio, a long - term strategy appropriate for investors in a federal tax bracket of higher than 15tax bracket of higher than 15 %.

Strategic Advisers, Inc., a Fidelity company, will actively manage your personalized portfolio using their disciplined, research - driven approach, and will apply tax - sensitive investment strategies, where appropriate, that seek to enhance after - tax investment returns.

More control over gain and loss tax exposure through ownership of individual securities, rather than mutual funds or strategies managed by third parties, except when appropriate.

Consider getting professional advice to establish appropriate strategies to minimize your future gift and estate tax liability.

Your advisor can provide access to the appropriate resources and will partner with you and any professionals like your attorney and accountant, to help you develop financial, income tax, and estate planning strategies.

The thing that makes asset location strategies work (when appropriate) is that you can hold your short - term investments in your tax - sheltered accounts, if it makes more tax sense to do that.

If you have questions about bunching your deductions or want to know whether it would be an appropriate strategy for you to implement, please reach out to your tax advisor.

A qualified advisor will be able to determine if such a strategy is appropriate for you and will also be able to provide you with projections that can help determine how much of your estate would be prudent to transfer to a Charitable Remainder Trust (or how to gradually space out transfers to said trust for maximum tax reduction).

While Dave helps to guide your investment strategy to ensure it is tax - efficient, your CPA will help you prepare and file your federal and state taxes each year, and ensure your financial plan and investments are «tax - appropriate».

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

Countercyclical Indexing is a low cost and tax efficient indexing strategy that focuses on rebalancing a portfolio over the course of time to create more appropriate returns.

Your tax adviser can help you develop a planned - giving strategy that is most appropriate to your individual situation.

We earn our fee by helping people implement a disciplined savings strategy, helping them determine the appropriate amount of risk, ensuring their portfolios are tax - efficient and educating them about the importance of staying the course.

Strategic Advisers, Inc., a Fidelity company, will actively manage your personalized portfolio using their disciplined, research - driven approach, and will apply tax - sensitive investment strategies, where appropriate, that seek to enhance after - tax investment returns.

«From applying the appropriate tax and financial accounting rules to drug inventories, helping develop or improve invoicing systems for client - site services, to understanding special medical and equine terminology, a CPA knowledgeable of large animal veterinarian practices will be better equipped to help equine veterinarians to identify potential issues and implement new business and financial strategies.»

Our background in this area includes determining legal structures of joint ventures and related tax planning, developing business and operating plans and drafting and negotiating documents that protect intellectual property rights, provide appropriate governance controls and establish workable deadlock resolution and exit strategies.

Legal services provided by us include determining the appropriate business entity, jurisdiction and taxation status, structuring and formation of new entities, foreign investments, foreign collaborations, joint ventures, and technology absorption, setting up of branch offices, liaison offices or project offices, tax planning, developing and documenting shareholder agreements, creating executive employment agreements that attract and retain key leadership, identifying and securing intellectual property via trademarks, patents and copyright protection, creating business financing strategies, advising clients for ongoing business needs and transactions, distributorships, sales agreements, stockholders» buy - sell agreements, franchise agreements, intellectual property and license agreements, outsourcing agreements, licensing agreements and technology transfers, including hardware, software and other services and products, trade practices, advertising and promotions.

Reviewed clients» financial documentation to determine the appropriate tax forms and strategies needed to minimize their tax liability.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks