Posts Tagged ‘Wealth Management’
5 ESG Investment Benefits for Management
At a glance Are you ready to build your social balance sheet? Contact our team for a free consultation. The full story: Environmental, social and governance (ESG) investing prioritizes companies with durable profit growth because those companies have built sustainable relationships with their customers, employees and communities. Essentially, they have de-risked their business through strong governance,…
Read MoreThe OECD’s Two-Pillar Solution Poses Big Tax Changes for International Businesses. Will You Be Affected?
At a glance Schedule a consultation with our International Tax team today and start the conversation. The full story: Multinational businesses, prepare for big tax changes on the horizon over the next two years. Last fall, the OECD announced that qualifying businesses with a foreign presence will be subject to a 15% minimum tax rate…
Read MoreCOVID Debt Relief – Bankruptcy and Weighing Your Options
At a glance Schedule a consultation with an Aprio advisor for help navigating COVID-related debt. The full story: In a recent article inspired by our co-hosted webinar with Graham Stieglitz of Burr & Forman, we discussed the four initial solutions businesses can pursue to resolve pandemic debt. But in some cases, those preliminary steps may not be enough.…
Read MoreThe Pulse on the Economy and Capital Markets: Feb 7 – 11, 2022
At a glance: Stock markets grew weaker due to the rise of inflation, the Fed raising interest rates to counteract inflation and geopolitical issues taking place in Ukraine. Inflation was hotter than expected with sticky inflation reaching multi-decade highs. Consumers are feeling disheartened by the acceleration in sticky inflation and as a result expect their…
Read MoreDigital Asset Staking: Your Top Tax Questions, Answered
At a glance Schedule a consultation today The full story: As its name implies, the United States Internal Revenue Code sets forth rules for how income is taxed in the U.S. Income is defined as “revenue received for goods or services, or from other sources, as rents or investments” or “the money, or amount of…
Read MoreThe Pulse on the Economy and Capital Markets: Jan 31 – Feb 4, 2022
https://player.vimeo.com/video/674563774 At a glance: The markets continue to give us a lesson on what volatility looks like with Nasdaq up 3.4% on Monday and down 3.7% on Thursday In the bond market, the yield on the 10-year treasury rose to 1.9%, lowering the values of government and investment grade bonds. Meta Platforms (formerly Facebook) disappoints…
Read MoreThe Pulse on the Economy and Capital Markets: Jan 24 – Jan 28, 2022
At a glance: The markets can’t catch a break with stocks, bonds and cryptocurrency continuing to decline. Oil remains the outlier up 15% in January, however, not the greatest news for us. The declining path of liquidity is heavily impacting the market’s performance. Investors speculate the Fed will respond more aggressively to combat inflation. The…
Read MoreBank Benchmarking Helped Two Global Restaurant Brands Reduce Service Fees by 20%
At a glance Schedule a consultation with our team today. The full story: Most finance leaders grumble about banking and service fees, but often overlook the reduction of those fees as a viable source of cash. They are simply too busy to chase these dollars. They don’t understand the process and often fear damaging their…
Read MorePart I: Are Your Business’s Intellectual Property Rights Protected?
At a glance The main takeaway: Business owners need to be more vigilant about protecting their intellectual property (IP) in today’s digitally driven world, in which infringement can be harder to detect. Impact on your business: In part one of our two-part series on IP infringement, we provide a baseline introduction to some of the most common…
Read MoreThe Pulse on the Economy and Capital Markets: Jan 17 – Jan 21, 2022
At a glance: The markets had another rough week as stocks declined 4% globally, and investors favor lower-risk assets. Investors continue to worry about inflation and how quickly the Fed will respond. The video game industry takes a giant leap towards the Metaverse as Take Two Interactive and Microsoft announce huge merger and acquisition deals.…
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