CFO Plans

SEPTEMBER 24, 2024

Discover expert tax planning and accounting services designed to help you thrive. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. Remote CFOs can also help identify opportunities for cost savings and revenue growth.

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Tax Planning Accounting Planning Budgeting 52

CFO Plans

AUGUST 23, 2024

For many companies, particularly small to mid-sized enterprises, hiring a full-time Chief Financial Officer (CFO) isn’t always feasible due to budget constraints. Enter the Fractional CFO—a solution that offers top-tier financial expertise on a part-time or project basis. Learn more about the benefits of a Fractional CFO.

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CFO Tax Planning Leverage Budgeting 52

CFO Plans

JUNE 27, 2024

Expert Tax Planning and Preparation for Savings Navigating the complexities of tax regulations can be daunting for any business. Certified public accountants (CPAs) within outsourced accounting firms offer expert tax planning and preparation services.

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Financial Reporting Tax Planning CFO Manufacturing 52

CFO Simplified

MARCH 7, 2024

accounting firms, SEC registered businesses, insurance companies, and publicly traded corporations). Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

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Tax Planning Compliance Restructuring Treasury 59

CFO Simplified

MARCH 7, 2024

accounting firms, SEC registered businesses, insurance companies, and publicly traded corporations). Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

CFO News Room

NOVEMBER 30, 2022

And the consequences for incorrect tax advice can include legal and financial penalties if a client were to be harmed by the wrong advice – which is often not covered by the firm’s E&O insurance –creating an expensive liability when tax advice goes wrong.

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Tax Planning Compliance Planning Communication 130

CFO News Room

NOVEMBER 15, 2022

So I figured, I had to hold on to the CFO role, because I also am a CPA. While I don’t prepare tax returns, I do a lot of tax planning, and forecasting, and really making sure, possibly even bullying a little bit, to change their charitable contributions to QCDs when they’re 70 and a half.

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Planning Accounting Math Compliance 130