Sara Grillo

JULY 8, 2022

I have queries set up to download daily transactions, and I’ll review those so I know what’s going on in client’s accounts in case someone calls with a question about a specific trade. My Portfolio Manager and I have a standing hour set aside each week to identify tax loss harvesting opportunities or households that might need rebalancing.

Prospects 59

Prospects Consulting Consultants Best Practices 59

The Motley Fool

AUGUST 27, 2024

SentinelOne leads the industry with best-in-class AI-powered security and customer transparency. Mission-critical businesses around the world rely on our technology, platform architecture, and engineering best practices. This was an avoidable incident that was born under disregard for software deployment best practices.

Shareholders 130

Shareholders Best Practices Liabilities Accounting 130

The Motley Fool

MAY 14, 2024

Income tax expense rose by 24% year on year to 14.1 billion renminbi, primarily driven by operating profit growth and higher provision for withholding tax. It's a truly global business, globally distributed, globally different practices. On a non-IFRS basis, share of profit was 5.5 billion renminbi versus loss of 0.1

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Motley Fool

NOVEMBER 21, 2023

GAAP and non-GAAP tax rates are expected to be 15% plus or minus 1%, excluding any discrete items. And then second, you have to have the best practice known practice, the skills of processing data through the invention of AI models to create AIs that are guardrails fine-tuned, so on and so forth that are safe, so on and so forth.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Companies Banks Leveraging 130

The Motley Fool

JULY 12, 2024

I'd like to remind you that today's presentation, which is available for download on our website, citigroup.com, may contain forward-looking statements, which are based on management's current expectations and are subject to uncertainty and changes in circumstances. We're learning from best practices.

Banks 130

Banks Capital Leveraging Assets 130

Axial

JULY 13, 2023

While the LOI is not binding and the transaction terms will be finalized only in the purchase agreement, it is best practice to include all critical terms in the LOI. Similarly, you should consult with your tax accountant and wealth manager regarding the ideal deal structure before signing the agreement.

Due Diligence 52

Due Diligence Bidding Prospects Best Practices 52

FMG

MARCH 25, 2025

Tax season isnt just about compliance. Savvy advisory firms turn tax planning into a marketing opportunity, using their websites to highlight their expertise, engage clients, and generate leads. Fortress Wealth Group: Using an FAQ Page to Rank in Search Results Clients often have tax-related questions.

Taxes 52

Taxes Consulting Consultants Prospects 52

Indigo Marketing Agency

MARCH 19, 2025

To win with marketing your financial advisor services, all you need is a simple list of best practices that help you connect with your audience and get them to take action. If you want to run ads that actually work, follow these three proven best practices. So they want you to be successful when you advertise with them.

High Net Worth Individuals 52

High Net Worth Individuals Best Practices Consulting Consultants 52

Indigo Marketing Agency

MARCH 24, 2025

Morgan Stanleys AI @ Morgan Stanley Debrief: Assists advisors in dictating and summarizing meetings Merrills AI-Powered Scheduler: Reduces appointment setup time by 18 minutes per client Portfolio & Market Analysis Morningstar Direct Advisory Suite: AI-powered research, portfolio analysis, and client proposal generation TIFIN @ Work: Provides AI-driven (..)

Taxes 52

Taxes Prospects Leveraging Best Practices 52

The Motley Fool

FEBRUARY 13, 2025

Net income benefited by a $476 million in pre-tax gains on our crypto asset investment portfolio. I want to note that on an after-tax basis, this represented $357 million of gains. I think, it was -- some of these were like that in the top few downloaded apps in the app stores during the election.

Assets 130

Assets Legal Stakes Banks 130

The Big Picture

FEBRUARY 4, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. That’s why marginal tax rates in Denmark are 55%. Barry Ritholtz : But you left before you had to pay those 55% tax rates. And not 37% as it is in the us right?

Financing 103

Financing Finance Banks Taxes 103