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How Advisors Can Offer Tax Planning And Stay In Compliance

CFO News Room

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Executive Summary.

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Musings on Markets: META Lesson 1: Corporate Governance

CFO News Room

Investors, used to a decade of better-than-expected earnings and rising stock prices at these companies, have been blindsided by unexpected bad news in earnings reports, and have knocked down the market capitalization of these companies by hundreds of billions of dollars in the last few weeks.

Marketing 130
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3 areas to focus on as a SaaS finance leader

Onplan

Because the nature of SaaS is all about recurring revenue, positive business decisions (like accelerating deal cycles and pricing increases) can compound on top of one another to drive incredible growth, but negative business decisions like high churn or excessive CAC can also compound to crush the business.

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3 areas to focus on as a SaaS finance leader

Onplan

Because the nature of SaaS is all about recurring revenue, positive business decisions (like accelerating deal cycles and pricing increases) can compound on top of one another to drive incredible growth, but negative business decisions like high churn or excessive CAC can also compound to crush the business.

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How can FP&A use AI to Obtain Forward-Looking Insights into Customer Loyalty?

Jedox Finance

What exactly leads to customer loyalty – and what can the business do to increase it? How are you currently using the software? We currently use Jedox as the hub to maintain and retrieve our financial data at ServiceMaster to fulfill both our external and internal reporting needs. How did that get started?

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Reflecting On The Journey Of Building A Career And Business

CFO News Room

For many seasoned financial advisors, the road toward building a career and a business can be challenging and rewarding. And while there will always be unplanned surprises, maintaining a vision based on the advisor’s values and priorities will help them make the best decisions possible to support their path. Executive Summary.

Planning 130
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2:00PM Water Cooler 12/22/2022 | naked capitalism

CFO News Room

Songs from a male perched high in a birch in a small stand of trees adjacent to the lake.”. * * *. So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” Pine Bunting, Istomino, Buryatia, Russia. James Madison, Federalist 51. Pierre Bourdieu, Classification Struggles.

Economics 130