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How Advisors Can Offer Tax Planning And Stay In Compliance

CFO News Room

And yet, despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.

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Case Study: Financial Clarity with Modern Nonprofit Accounting Software

The Charity CFO

For nonprofit organizations, accounting comes with a lot of complexity. Categorizing transactions, reporting income, and meeting compliance requirements can be overwhelming. About The Charity CFO The Charity CFO is an accounting firm specializing in serving nonprofits through outsourced accounting and fractional CFO services.