World Finance

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Phone: (408) 255-3978

Address: 1072 S De Anza Blvd Ste B205, San Jose, CA 95129

Tax Deductions
A wrongful deception made with the intent to obtain personal or financial gain. In the corporate world, this amounts to the reporting of any fraudulent figures or misrepresentations, such as claiming on a false tax deduction, which may give the perpetrating company an unfair economic advantage over its competitors.
Income Tax
Is an accounting technique used to manage inventory levels and the level of money tied up in the goods that makeup that inventory and used to reduce income tax. It assumes that the most recently acquired or produced items, will be the first ones to be used, sold or disposed of first.

Investment Management
Join us as we explore essential questions asked in Asia’s private wealth sector. Over 300 High Net Worth Individuals, Family Offices and Private Bankers will be present – grab your pass now if you wish to meet them.
Mutual Funds
A mutual fund is a single investment vehicle comprising a number of funds from a select few investors. The fund is aligned with a specific objective dictated by the investors and is maintained by a money manager, whose job it is to invest in securities with the ultimate intention of yielding profits.
Bonds
Wealth Management
Money Market Funds
Mutual funds can be split into categories: money market funds, bond/income funds, balanced funds, equity funds, global/international funds, specialty funds and index funds. Each type has a specific purpose or strategy and attracts clients with similar objectives.

Retirement Planning
In simple terms, ERISA is the federal law within the Employee Retirement Income Security Act of 1974 which established legal guidelines for private pension plan administration and investment practices. The Act sets minimum standards for areas relating to welfare, such as disability and life insurance, as well as apprenticeship schemes, retirement and health plans. What is ERISA litigation?
Asset Management
Through its focus on innovation and an AI-optimised digital experience, KBC Asset Management not only stays one step ahead of the competition but strives to be the reference point for the sector at large

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