CFO Share

APRIL 5, 2022

Think your business is too small to worry about sales taxes? South Dakota , small business sales tax has been an issue you cannot afford to ignore. With audits ramping up and penalties exceeding $100,000, understanding sales and use tax is essential. The cost of sales tax non-compliance. Think again.

Sales 98

Sales Auditing Compliance Tax Planning 98

The CFO College

APRIL 8, 2021

For many bookkeepers and accountants, working remotely is a reality that has breathed energy back into the passion they feel for their work and their life. Many bookkeepers and accountants tend to be a little introverted, making it a challenge to “sell yourself” and get people to take notice. You are in charge.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

Boston Startup CFO

OCTOBER 13, 2015

I’m not an expert in anything related to accounting, so I reached out to one of my networks to get people I could have do these functions. So I hired a part-time accountant who sent a part-time bookkeeper every week to do our books. So I hired a part-time accountant who sent a part-time bookkeeper every week to do our books.

CFO 52

CFO Tax Planning GAAP Budgeting 52

VCFO

NOVEMBER 1, 2023

Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail. This is certainly true in the area of taxation, where there are often opportunities to legally minimize or defer the timing of tax payments and to claim income tax credits.

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO News Room

DECEMBER 30, 2022

Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise. How advisors are increasingly purchasing individual bonds rather than bond funds in client accounts. will affect surviving spouses who inherit retirement accounts from a deceased spouse.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 15, 2022

I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. And so, what we did, and I guess the advantage of being with a broker-dealer is those are now Commonwealth house accounts. They’re just handling the existing house accounts that are there.

Planning 130

Planning Accounting Compliance Math 130

Barry Ritholtz

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. So if that’s a mutual fund, that’s not in a qualified account. RAMPULLA: No.

Investments 109

Investments Profit and Loss Education Advertising 109