Accounting Banking Cash Management Tax Planning 
Spreadym
APRIL 27, 2023
Or, simply turn production metrics into money for complex planning. Features of budgeting and forecasting software help users plan the future cash flow. Cash flow management: Software tools for cash management can help business manage the performance of cash flow by providing detailed cash flow statements and projections.
CFO News Room
NOVEMBER 28, 2022
Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Tax Planning. Team Kitces. He has an MA from Johns Hopkins University and a BA from the University of Virginia.
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CFO News Room
NOVEMBER 19, 2022
A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.
CFO News Room
DECEMBER 26, 2022
Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Team Kitces. He has an MA from Johns Hopkins University and a BA from the University of Virginia.
CFO News Room
NOVEMBER 26, 2022
Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Team Kitces. He has an MA from Johns Hopkins University and a BA from the University of Virginia. Meb Faber Research).
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