Accounting Concentration Sales Tax Planning 
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NOVEMBER 3, 2023
Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. This may involve contributing to retirement accounts (e.g., Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Profit Margins: a.
CFO News Room
NOVEMBER 28, 2022
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position. Tax Planning.
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CFO News Room
DECEMBER 26, 2022
Sales & Marketing. Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – 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.
CFO News Room
NOVEMBER 22, 2022
So, my prior broker dealer, it was Fortune 100 company, they have tremendous obviously philosophies in place on how they get their sales force to produce amazing results. He did an immense number of sales, and had cultivated a huge number of relationships. ” What does that mean? Matthew: Yeah. The culture was very product driven.
CFO News Room
NOVEMBER 8, 2022
But we want it on the calendar so that we keep clients and ourselves accountable so that we make sure that those meetings actually do happen. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability.
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