Accounting Cash Management Securities 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
And because clients will typically keep some assets in cash, crafting a cash-management strategy can be a way for clients to make more from their cash holdings and serve as a measurable way for advisors to generate their value. Tax Planning. Retirement Planning.
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CFO News Room
DECEMBER 26, 2022
Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e., stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS).
CFO News Room
NOVEMBER 26, 2022
We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. The end of the year is often a busy time for financial advisors, as they help clients with year-end tax planning, taking the proper RMDs, and other time-sensitive tasks.
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.
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