Sentences with phrase «clients on tax planning»

• To work for Lightstream Resources as a Chartered Accountant utilizing track record of handling financial controls and advising clients on tax planning and business acquisition.

Ability to advise clients on tax planning and other tax - related issues associated with business acquisitions and mergers.

• Skilled in advising individual and corporate clients on tax planning issues to minimize their tax liabilities.

He advises clients on tax planning and implementing the corporate and commercial aspects of such planning.

Not exact matches

As a Partner and Regional Business Tax Services Leader at EY, Belinda Pestana works with leadership on strategy for tax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax revenTax Services Leader at EY, Belinda Pestana works with leadership on strategy for tax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax reventax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax revenTax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax reventax revenue.

In a note to clients, Lindsey says he is betting on Hassett and believes in the kick the tax reform plan can have on the economy if passed.

Prior to that, she was an attorney at various law firms, advising and counseling high and ultra-high net worth clients on tax, business and estate planning.

Here are some of the changes that accountants and planning experts are recommending clients make before the end of the year: Load up on SALT: Both the House and Senate plans call for the elimination of state and local tax deductions.

Commenting on PwC's tax planning business, a spokesperson said: «We continue to take our responsibility to building to trust in the tax system, and our obligations to clients, governments and other stakeholders, extremely seriously.

«With the global economy poised to accelerate, new U.S. tax legislation providing tailwinds and a leading franchise across our businesses, we are well positioned to serve our clients and make significant progress on the growth plan we outlined in September,» he added.

Forward - looking statements may include, among others, statements concerning our projected adjusted income (loss) from operations outlook for 2018, on both a consolidated and segment basis; projected total revenue growth and global medical customer growth, each over year end 2017; projected growth beyond 2018; projected medical care and operating expense ratios and medical cost trends; our projected consolidated adjusted tax rate; future financial or operating performance, including our ability to deliver personalized and innovative solutions for our customers and clients; future growth, business strategy, strategic or operational initiatives; economic, regulatory or competitive environments, particularly with respect to the pace and extent of change in these areas; financing or capital deployment plans and amounts available for future deployment; our prospects for growth in the coming years; the proposed merger (the «Merger») with Express Scripts Holding Company («Express Scripts») and other statements regarding Cigna's future beliefs, expectations, plans, intentions, financial condition or performance.

Ms. Johnson's work focused on tailoring plans for clients that carefully integrated their investment objectives, insurance and income needs with their tax planning and legacy strategies.

The NUA tax strategy allows certain clients whose qualified retirement plans contain these appreciated employer securities to eventually pay taxes on the appreciated value of those securities at the lower long - term capital gains tax rate, rather than at the ordinary income tax rate that would otherwise apply to retirement plan distributions.

She specialises in advising private clients and financial institutions on onshore UK and offshore tax, trusts and estate planning, with particular emphasis on planning for UK resident non-domiciliaries.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

Currently, he is a Board Member of the Latvian Association of Tax Advisors, where he represents the professional interests of tax consultants in discussions with representatives of the Ministry of Finance and officials of Tax Administration.As a financial and legal advisor, Ainis has participated in various investment and management projects, provided consultations on tax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authoritiTax Advisors, where he represents the professional interests of tax consultants in discussions with representatives of the Ministry of Finance and officials of Tax Administration.As a financial and legal advisor, Ainis has participated in various investment and management projects, provided consultations on tax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authorititax consultants in discussions with representatives of the Ministry of Finance and officials of Tax Administration.As a financial and legal advisor, Ainis has participated in various investment and management projects, provided consultations on tax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authoritiTax Administration.As a financial and legal advisor, Ainis has participated in various investment and management projects, provided consultations on tax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authorititax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authorititax legislation, tax risk evaluation as well as represented his clients in financial and judicial authorititax risk evaluation as well as represented his clients in financial and judicial authorities.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

Although temporary, the estate tax would be a boon to insurance professionals who have been trying to help clients with tax planning without any clarity on the future tax structure.

In addition to the standard email, chat and phone support at Wealthsimple, its Basic clients get a 15 - minute phone call for a walk - through on the basics of financial planning and to ask any questions, including how much to save, which type of account (IRA vs. non-retirement) to choose, and how their investments are taxed.

As a client service associate, Max works on projects throughout our firm's tax, financial planning and asset management practices.

As a practical matter, this amounts to advising clients on how everything from mortgages, estate planning, life insurance and even tax preparation fit into the broad picture of their financial lives.

Tax debt attorneys provide audit representation, negotiate payment plans on behalf of their clients, and help borrowers settle their tax liability through an offer - in - compromise or for a fraction of the deTax debt attorneys provide audit representation, negotiate payment plans on behalf of their clients, and help borrowers settle their tax liability through an offer - in - compromise or for a fraction of the detax liability through an offer - in - compromise or for a fraction of the debt.

If you're a professional money manager, go spend your time on value added activities like estate planning, insurance, tax harvesting, prospecting, general time with your clients or family, or even golf.

Northampton About Blog At Northants Accounting we work on the principle that great things can be achieved from maintaining a close relationship with our clients, we talk to them about their plans and the issues in their business and then use this knowledge to help them with tax planning, managing their cash and identifying opportunities for them.

Northampton About Blog At Northants Accounting we work on the principle that great things can be achieved from maintaining a close relationship with our clients, we talk to them about their plans and the issues in their business and then use this knowledge to help them with tax planning, managing their cash and identifying opportunities for them.

Sukhminder's trust and estate practice focuses on working with clients and their families to address all aspects of estate planning and ensuring a smooth succession, including complex tax, estate, and family issues.

The Private Client team provides a wide range of services, advising on wills, estates, tax planning, Power of Attorney, Court of Protection, trusts and asset protection.

He advises clients on federal and state tax issues, including business formations, equity compensation, mergers and acquisitions, debt and equity offerings, tax accounting, and other tax planning matters.

Jamie also contributes to the Trusts & Estates group by providing assistance to clients on legal matters involving estate planning and administration, estate and gift tax planning, nonprofit law, and trust administration.

He focuses on general corporate, business and tax planning matters and regularly represents real estate and affordable housing development clients.

Robert routinely advises clients on tax issues in connection with business planning and has represented clients before the IRS and the United States Tax Court; always aiming to resolve tax controversies through negotiation, which is typically less expensive and faster than a trial, thus minimizing the cost of tax disputes and their impact on business operations and productivitax issues in connection with business planning and has represented clients before the IRS and the United States Tax Court; always aiming to resolve tax controversies through negotiation, which is typically less expensive and faster than a trial, thus minimizing the cost of tax disputes and their impact on business operations and productiviTax Court; always aiming to resolve tax controversies through negotiation, which is typically less expensive and faster than a trial, thus minimizing the cost of tax disputes and their impact on business operations and productivitax controversies through negotiation, which is typically less expensive and faster than a trial, thus minimizing the cost of tax disputes and their impact on business operations and productivitax disputes and their impact on business operations and productivity.

We advise clients on estate planning, estate and trust administration and related tax matters, and handle will contests and other types of probate litigation.

«Camilla Wallace's private wealth practice includes estate and tax planning for UK individuals, and she also advises clients with assets in multiple jurisdictions on wealth - structuring matters.

With a broad range of skill sets, we focus on four major disciplines: advising on transactions; day - to - day counseling on substantive and tax planning and compliance issues; resolving disputes with taxing authorities and in court; and helping clients obtain private or public guidance from the Internal Revenue Service (IRS) and the US Department of the Treasury.

Christina Mesires Fournaris advises clients on estate, tax, and generational wealth planning.

Nicole acts for many high net worth individuals and her work includes advising on inheritance tax and estate planning via wills and trusts; the administration of estates, often with an international element; Court of Protection matters, including deputyships, lasting powers of attorney and enduring powers of attorney; elderly client matters; and declarations of trust.

Her practice includes advising clients on trusts, tax planning, philanthropic and charitable giving, and estate planning.

We offer transactional tax planning, and work with public and private company clients on US domestic and international mergers and acquisitions, reorganizations, spin - offs, joint ventures and strategic alliances, and equity and debt securities offerings.

Our clients rely on us for integrated controversy, planning, and transactional advice to produce practical and efficient solutions to often highly complex tax issues.

Our tax lawyers advise clients on transactional tax planning matters on a global basis.

As counsel in the Firm's Wealth Management Practice Group, Renat Lumpau will continue to focus his practice on providing sophisticated tax and estate planning advice for U.S. and international clients.

Clients rely on us for integrated controversy, planning, and transactional advice to produce practical and efficient solutions to often highly complex tax issues.

Beatrice's primary focus is on international tax, trusts and estate planning for UK and non-UK resident and domiciled clients.

He advises clients on a broad range of basic and sophisticated estate planning strategies, estate and trust administration issues, probate, estate and trust dispute resolution matters, and the preparation of gift and estate tax returns.

She specialises in advising clients on the design, implementation and compliance of UK and global employee incentive arrangements including long term incentive plans, all - employee share plans, HMRC tax - advantaged plans, management incentive plans and growth share and joint ownership plans.

Selwyn D. Whitehead Esq. [JD, LLM Tax Law, LLM IP Law, California Bar Bankruptcy Law Certified Specialist] is a San Francisco Bay Area bankruptcy and tax attorney whose practice focuses on helping her clients manage their wealth through effective estate and tax planning and / or manage their debt through debt restructuring or bankruptTax Law, LLM IP Law, California Bar Bankruptcy Law Certified Specialist] is a San Francisco Bay Area bankruptcy and tax attorney whose practice focuses on helping her clients manage their wealth through effective estate and tax planning and / or manage their debt through debt restructuring or bankrupttax attorney whose practice focuses on helping her clients manage their wealth through effective estate and tax planning and / or manage their debt through debt restructuring or bankrupttax planning and / or manage their debt through debt restructuring or bankruptcy.

(i) BMO reducing its roster of firms from about 800 to 200 with further reductions planned; (ii) the clients of seven sister firms hiring me to help them get control over their legal spend and forge stronger and more value based relationships with their firms; (iii) the many small and mid-sized businesses who hire accountants to do all of their tax and structuring work because it is cheaper than dealing with lawyers; (iv) firms hiring me to help them figure out how to budget, set and meet client expectations without losing money; (v) «clients» who never become clients at all as they do their own legal work based on precedents that friends share with them; (vi) the various forms of outsourcing that are now prevalent (from offices in India to Tory's office in Halifax); (vii) clients hiring me to figure out how to increase internal capacity without increasing headcount in order to reduce external spend; (viii) the success of firms like Conduit, SkyLaw and Cognition (to name a few) who are taking new approaches to «big» and «medium law» work; (ix) the introduction of full time project managers in many firms; and (x) the number of lawyers throughout the profession who regularly don't docket chunks of their time in order to avoid unpleasant fee conversations with their clients.

Lucy's practice is devoted to estate and trust planning and administration matters and, as such, she advises Canadian and international clients on a wide range of estate, trust and tax matters.

He brings decades of finance, structuring and corporate experience to Therium as he spent his entire career advising clients on mergers and acquisitions, venture capital financing, tax planning and compliance, and has represented dozens of start - up and development - stage companies.

Our Private Client team can advise on the full spectrum of private client matters including: Wills and Lasting Powers of Attorney; succession planning; UK and international trusts; planning for non-UK domiciliaries; obtaining probate, estate administration and post-death variations; taxation; charities; heritage property; landed estates; and tax litigClient team can advise on the full spectrum of private client matters including: Wills and Lasting Powers of Attorney; succession planning; UK and international trusts; planning for non-UK domiciliaries; obtaining probate, estate administration and post-death variations; taxation; charities; heritage property; landed estates; and tax litigclient matters including: Wills and Lasting Powers of Attorney; succession planning; UK and international trusts; planning for non-UK domiciliaries; obtaining probate, estate administration and post-death variations; taxation; charities; heritage property; landed estates; and tax litigation.