CFO News Room

NOVEMBER 28, 2022

Along with designing a client’s asset allocation , optimizing asset location is another way advisors can add value as putting different investments in taxable versus tax-deferred accounts can have a significant impact on after-tax returns. Tax Planning. Retirement Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 21, 2022

How confident are they that no year-end-tax-planning opportunities were missed across their entire client base? Our process is thoughtfully planned around tax deadlines and includes meetings with our clients twice per year. Or whether all Roth and backdoor Roth contributions were made by eligible clients?

Planning 130

Planning Concentration Communication Tax Planning 130

CFO News Room

NOVEMBER 29, 2022

For the most part, we also have, out of those 195, a lot of those are also some legacy clients that have been around for a very long time, that maybe have brokerage accounts that are no longer advisory, right, so, but I am including that in there. Or how do we work around a concentrated stock position, right? ” Right?

Leverage 130

Leverage Planning Concentration Tax Planning 130