Latest news with #Claro
Yahoo
19-05-2025
- Business
- Yahoo
Claro Advisors Launches TaxSavingStrategies.com - A New AI-Powered Resource to Help High-Earners, Investors, and Small Business Owners Reduce Tax Liabilities
BOSTON, May 19, 2025 /PRNewswire/ -- Claro Advisors, a Registered Investment Advisor based in Boston, is proud to announce the official launch of a new website designed to help high-income individuals, investors and small business owners identify overlooked tax savings opportunities using advanced AI technology. Founded by Patrick McNamara, a Certified Financial Planner™ at Claro Advisors, addresses a common pain point: many taxpayers overpay due to a lack of understanding about how their investment income is taxed or because they aren't using tax-efficient investment strategies. The platform helps users identify opportunities for strategies such as Roth conversions, tax-efficient withdrawals, and other long-term planning moves that can significantly reduce future tax liabilities. "Most people rely on accountants who focus on tax preparation, not proactive tax planning that could save them thousands," said McNamara. "While we're not accountants, the AI software we use helps supplement the work of CPAs by identifying tax-saving strategies they might not have the time or tools to uncover. It's about bridging that gap and helping people take full advantage of the tax code. Investors are also using outdated investment vehicles and strategies that are not tax efficient, which can quietly erode wealth over time." combines smart technology with Claro Advisors' financial expertise to deliver a simple, efficient, and secure way to gain a second opinion on past tax returns—and take actionable steps to reduce lifetime tax obligations, helping users live better lives with greater financial independence. For more information or to get your tax return reviewed, visit Media Contact:Patrick McNamara, CFP®Claro AdvisorsEmail: 395238@ Phone: 617-769-2226Website: Disclaimer: Claro Advisors, LLC. ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Claro does not provide tax, accounting, or legal advice to clients. Custody services and other brokerage services provided to clients of Claro Advisors, LLC are offered by Fidelity Brokerage Services LLC and Charles Schwab Inc., Members NYSE/SIPC. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. Disclosures and Terms of Use. View original content to download multimedia: SOURCE Claro Advisors Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
Claro Advisors Launches TaxSavingStrategies.com - A New AI-Powered Resource to Help High-Earners, Investors, and Small Business Owners Reduce Tax Liabilities
BOSTON, May 19, 2025 /PRNewswire/ -- Claro Advisors, a Registered Investment Advisor based in Boston, is proud to announce the official launch of a new website designed to help high-income individuals, investors and small business owners identify overlooked tax savings opportunities using advanced AI technology. Founded by Patrick McNamara, a Certified Financial Planner™ at Claro Advisors, addresses a common pain point: many taxpayers overpay due to a lack of understanding about how their investment income is taxed or because they aren't using tax-efficient investment strategies. The platform helps users identify opportunities for strategies such as Roth conversions, tax-efficient withdrawals, and other long-term planning moves that can significantly reduce future tax liabilities. "Most people rely on accountants who focus on tax preparation, not proactive tax planning that could save them thousands," said McNamara. "While we're not accountants, the AI software we use helps supplement the work of CPAs by identifying tax-saving strategies they might not have the time or tools to uncover. It's about bridging that gap and helping people take full advantage of the tax code. Investors are also using outdated investment vehicles and strategies that are not tax efficient, which can quietly erode wealth over time." combines smart technology with Claro Advisors' financial expertise to deliver a simple, efficient, and secure way to gain a second opinion on past tax returns—and take actionable steps to reduce lifetime tax obligations, helping users live better lives with greater financial independence. For more information or to get your tax return reviewed, visit Media Contact:Patrick McNamara, CFP®Claro AdvisorsEmail: 395238@ Phone: 617-769-2226Website: Disclaimer: Claro Advisors, LLC. ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Claro does not provide tax, accounting, or legal advice to clients. Custody services and other brokerage services provided to clients of Claro Advisors, LLC are offered by Fidelity Brokerage Services LLC and Charles Schwab Inc., Members NYSE/SIPC. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. Disclosures and Terms of Use. View original content to download multimedia: SOURCE Claro Advisors
Zawya
19-05-2025
- Business
- Zawya
Claro expands into Gulf with new UAE office
Egypt - Claro, a leading provider of real estate valuation and advisory services, has announced the launch of its first office in the Gulf region, based in the United Arab Emirates. This milestone marks a key step in the company's regional expansion strategy, aimed at addressing the growing demand for high-quality real estate consultancy across the Gulf. The move reflects Claro's commitment to delivering advanced expertise and internationally accredited services that contribute to the development of regional real estate markets. By combining deep market insight with cutting-edge tools, Claro aims to be a trusted partner for investors and developers in the Gulf, offering comprehensive, data-driven solutions tailored to evolving client needs. As the first Egyptian real estate platform to achieve international accreditation, Claro stands out for its commitment to global best practices. The company is licensed by the Royal Institution of Chartered Surveyors (RICS) and is the first Egyptian firm in its sector to join the International Valuation Standards Council (IVSC). These distinctions ensure Claro adheres to the highest levels of accuracy, transparency, and professionalism. In addition to these global credentials, Claro is certified by Egypt's Financial Regulatory Authority (EFSA) and the Dubai Land Department—strengthening its ability to offer reliable, regulation-compliant services across markets. Claro's offerings include precise property valuations (Fair Value), a region-specific Value Map, and the Claro Clock—an innovative tool that tracks property lifecycle stages. Leveraging artificial intelligence, the company also delivers smart advisory tools to support marketing, sales, and investment decisions. This expansion positions Claro to play a pivotal role in shaping the future of real estate consultancy in both Egypt and the broader region, delivering integrated solutions that drive sustainable market growth.
Daily News Egypt
18-05-2025
- Business
- Daily News Egypt
Claro expands into Gulf with new UAE office
Claro, a leading provider of real estate valuation and advisory services, has announced the launch of its first office in the Gulf region, based in the United Arab Emirates. This milestone marks a key step in the company's regional expansion strategy, aimed at addressing the growing demand for high-quality real estate consultancy across the Gulf. The move reflects Claro's commitment to delivering advanced expertise and internationally accredited services that contribute to the development of regional real estate markets. By combining deep market insight with cutting-edge tools, Claro aims to be a trusted partner for investors and developers in the Gulf, offering comprehensive, data-driven solutions tailored to evolving client needs. As the first Egyptian real estate platform to achieve international accreditation, Claro stands out for its commitment to global best practices. The company is licensed by the Royal Institution of Chartered Surveyors (RICS) and is the first Egyptian firm in its sector to join the International Valuation Standards Council (IVSC). These distinctions ensure Claro adheres to the highest levels of accuracy, transparency, and professionalism. In addition to these global credentials, Claro is certified by Egypt's Financial Regulatory Authority (EFSA) and the Dubai Land Department—strengthening its ability to offer reliable, regulation-compliant services across markets. Claro's offerings include precise property valuations (Fair Value), a region-specific Value Map, and the Claro Clock—an innovative tool that tracks property lifecycle stages. Leveraging artificial intelligence, the company also delivers smart advisory tools to support marketing, sales, and investment decisions. This expansion positions Claro to play a pivotal role in shaping the future of real estate consultancy in both Egypt and the broader region, delivering integrated solutions that drive sustainable market growth.
Zawya
14-05-2025
- Business
- Zawya
Claro launches in the Gulf as part of its ambitious expansion plan
Claro®, a leading provider of real estate valuation and consulting services, announced the opening of its first headquarters in the Gulf region, located in the United Arab Emirates. This expansion is part of the company's ambitious expansion plan, which aims to meet the growing demand for real estate valuation and consulting services in regional markets and contribute to supporting the Gulf real estate market with advanced expertise and international standards. This expansion is an extension of the company's strategy to be a trusted partner for investors and clients, by providing services and consultations based on accurate scientific foundations. It seeks to provide the best integrated real estate solutions that meet the needs of its clients and support the development of the real estate market in Egypt and the region. This is achieved by providing services based on expertise, in-depth market analysis, and full commitment to the highest international professional standards. Claro® is a leading platform for providing integrated real estate solutions. It is the first Egyptian real estate platform to receive international accreditation, enhancing its ability to provide real estate services that meet the highest international standards. The company is committed to applying the highest levels of quality and professionalism in all its services. It is licensed by the Royal Institution of Chartered Surveyors (RICS) and is the first Egyptian real estate services company to join the International Valuation Standards Council (IVSC). Thanks to these prestigious international accreditations, Claro® guarantees its clients accurate and transparent real estate valuations, helping them make sound investment decisions. The company has also successfully obtained accreditations from several local and international entities, including the Egyptian Financial Supervisory Authority (EFSA) and the Dubai Land Department. This expands the scope of its services and enhances its ability to provide certified real estate consultations that comply with international standards. Claro® relies on a select group of local and international accredited valuation experts and consultants to provide its advisory services, ensuring the highest levels of professionalism and accuracy in everything it offers. Claro® has created a comprehensive suite of smart technology tools and services specifically designed for real estate developers, brokers, investors, and clients. This suite enables them to improve their marketing and sales strategies through an integrated package of advanced market analysis services, various value reports, and advertising performance optimization tools. This contributes to increasing the efficiency of the real estate market and providing informed investment opportunities. Claro® also provides an integrated system of certified, knowledge- and technology-based services to determine the fair market value of real estate assets, analyze the market conditions in a specific area, and determine the most appropriate decision to buy or sell. Among these services is "fair value," where Claro® focuses on providing accurate and fair real estate valuations based on scientific foundations and internationally recognized standards. This value reflects the appropriate situation of the real estate market, giving clients confidence in their decision-making. In addition to the Value Map, the company has created a smart tool that allows users to view real estate prices in various regions and governorates, along with a detailed analysis of the price per square meter for residential and commercial properties. This tool is supported by dynamic market indicators and an advanced filtering system, helping sellers, buyers, and investors make decisions based on accurate data. In the same context, the company has developed the "Claro Clock," an advanced analytical tool designed to determine the life cycle of real estate areas. It classifies areas into stages such as "emergence," "growth," "acceleration," "stability," "decline," and "renewal." The "Claro Clock" provides clear and simplified insights that help users make buying or selling decisions based on the market conditions in each area. Claro® also relies on artificial intelligence technologies to analyze real estate, economic, and social data, providing accurate investment recommendations based on scientific criteria to reduce potential risks.
