Spreadym

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.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO News Room

NOVEMBER 26, 2022

Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

CFO News Room

DECEMBER 26, 2022

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.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 23, 2022

Ultimately, with the potential for added wealth that solo 401(k) plans can create, making the process of managing the plan a little easier for clients is a great opportunity to provide value that the client can see from year to year. Why would someone want to make nondeductible contributions to a solo 401(k) plan?

Planning 130

Planning Mergers and Acquisitions (M&A) Investments Accounting 130

CFO News Room

DECEMBER 30, 2022

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. In addition to previously available options for the inherited account (e.g., Another measure in SECURE 2.0

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

JANUARY 24, 2023

In most press accounts about the impending appointments, Zients’s primary bond to Biden is the time he spent as the White House COVID czar—an intense 15 months, during which they masterfully rolled out vaccines and then sometimes sputtered in their quest to vanquish the pandemic. Skepticism and human reason” [ Crooked Timber ]. “[W]e

Manufacturing 130

Manufacturing Construction Economics Banking 130

CFO Share

MARCH 16, 2021

Moreover, S-corps and pass-through companies are facing tax increases too…. Elimination of pass-through tax deductions. If you are an S-corp, partnership, or sole proprietor, the proposed tax plan will eliminate your Qualified Business Income Deduction , commonly referred to as the pass-through deduction.

Profit and Loss 40

Profit and Loss CFO Tax Planning Startups 40

CFO Share

SEPTEMBER 15, 2021

Moreover, S-corps and pass-through companies are facing tax increases too…. Elimination of pass-through tax deductions. If you are a high-income S-corp, partnership, or sole proprietor, the proposed tax plan will eliminate your Qualified Business Income Deduction , commonly referred to as the pass-through deduction.

Profit and Loss 52

Profit and Loss CFO Tax Planning Auditing 52

CFO News Room

NOVEMBER 15, 2022

I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? And so, what we did, and I guess the advantage of being with a broker-dealer is those are now Commonwealth house accounts. Stacey: Absolutely.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 17, 2022

tax planning or deeper retirement planning ) can be a way to increase client satisfaction and encourage them to be vocal advocates for the firm. For firms with upward-sloping client referral trendlines who want to see this figure move up faster, adding services to the client value proposition (e.g., sequence of return risk ).

Education 130

Education Planning Benchmarking Investments 130

Future CFO

SEPTEMBER 14, 2020

Tam noted that FP&A professionals will then need to “revisit their financing and liquidity strategies, centralize decisions for cash release upon the applications of government stimulus, and implement tax planning strategies that can reduce cash expenditures and preserve budget.”. Empowering the new FP&A professional.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

CFO News Room

NOVEMBER 22, 2022

I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. But I’m struck as you were framing this that this basically had nothing to do with the economics of it. And the economics, they ultimately worked out long term.

Planning 130

Planning Communication Profit and Loss Education 130

Musings on Markets

MAY 11, 2021

Others like Estonia and Latvia, levy taxes on corporations on the income that is returned to shareholders as dividends, and individual investors pay no taxes. To encourage investors to put their savings into stock and bond markets, the tax code is sometimes tilted to make these investments more attractive.

Investments 52

Investments Valuation Treasury Forecasting 52

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. 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 then we look at estate planning.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

OCTOBER 19, 2022

You know, we do the typical stuff, market economic outlooks and research there, product research. 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.

Investments 111

Investments Profit and Loss Education Advertising 111

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. In 1998, you asked famed value investor Michael Price what he learned from investing in Sunbeam Corporation, which was run by Chainsaw Al Dunlap and was just rife with accounting fraud.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52