Search results for “taxplanning”

#taxplanning #employeecommunication

#NorthAmerica

Angela’s area of focus is employee stock ownership plans (ESOPs) in privately held companies. She assists with the structuring and facilitation process of creating new ESOPs.

#compliance #taxplanning #finance

#NorthAmerica

Ines is a Managing Director in the New York office of BDO USA, LLP’s International Tax Services Group where she focuses on international tax planning and compliance for both inbound and outbound clien

#retirementplanning #coaching #taxplanning #womenempowerment #investing

#NorthAmerica

Jacqueline Soong is a Certified Financial Planner® partnered with Desjardins Financial Security Independent Network (DFSIN). Jacqueline joined the network in 2014 after obtaining her Commerce degree f

#retirementplanning #investmentmanagement #taxplanning

#Northamerica

Kathy McMillan is a passionate advocate for wealth planning, and her commitment to excellence is only eclipsed by the exceptional capabilities of her dedicated team. Together, they adopt a collaborati

#taxplanning #financialplanning

#NorthAmerica

True wealth is a combination of many factors in balance, not just the accumulation of money. A holistic plan should incorporate other important resources such as your time, energy, career, skills, hea

#taxplanning

#Europe

Sangna advises families on how they should hold their assets. In doing so, she works with families across generations, together with their trusted advisers.

#negotiation #taxplanning

#SouthAmerica

Veronica is a lawyer graduated from PUC/SP and an accountant graduated from FIPECAFI, as well as a master's student in Accounting and Finance also from FIPECAFI.