Nerd's Eye View

AUGUST 1, 2025

Also in industry news this week: A recent study projects that, despite the anticipated wave of retirements among Boomer advisors, advisor headcounts in the RIA channel will actually rise in the coming years as those retirements spur M&A activity that tends to favor firms moving from the broker-dealer channel over to the RIA side New data from FINRA (..)

Tax Planning

Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

Tax Planning

CFO Dive

JUNE 23, 2025

That environment can easily lead to paralysis, with business leaders waiting for more information before undertaking planning actions. However, proactive planning can be a crucial tool that helps businesses to find stability within a challenging environment. expiration dates), and likely congressional action into account.

Tax Planning

CFO Plans

SEPTEMBER 24, 2024

Discover expert tax planning and accounting services designed to help you thrive. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. Explore online accounting solutions for your business.

Tax Planning

CFO Plans

AUGUST 9, 2024

In the rapidly evolving landscape of business accounting, staying ahead requires more than traditional bookkeeping. Discover how CFO Plans can transform your financial management and set your business on the path to success. Transform your financial practices with cloud accounting services.

Accounting

CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology

CFO Plans

JUNE 14, 2024

In today’s AI-powered business environment, accounting is no longer just about crunching numbers. Let’s explore five key accounting services that can transform your business operations and help you stay ahead of the competition.

Accounting

CFO Plans

AUGUST 30, 2024

Leveraging technology to streamline accounting processes is no longer a luxury but a necessity. Discover how tech-enabled tools can transform your real estate accounting. The Challenges of Real Estate Accounting Real estate accounting is multifaceted, involving everything from property management to investment analysis.

Accounting

Nerd's Eye View

OCTOBER 14, 2022

While this will help seniors keep pace with rising prices, it also creates tax planning opportunities for advisors and raises the possibility that the Social Security Trust Fund could be depleted sooner than expected. Why accounting firms have become hot acquisition targets for RIAs.

Tax Planning

CFO Plans

SEPTEMBER 24, 2024

Whether you’re navigating the early stages of a startup or managing the complexities of an expanding enterprise, scalable accounting solutions are essential. Discover Scalable Accounting Solutions Small Business Financial Advisory Lays the Foundation When launching a startup, every financial decision counts.

Startups

Nerd's Eye View

SEPTEMBER 20, 2024

Further, the survey showed the continued predominance of the AUM fee model amongst state-registered firms (at the same time, more than half of firms said they charge on a fixed-fee or hourly basis, suggesting many firms utilize multiple fee models) and identified the most common areas of regulatory enforcement during the year, with failure to register (..)

Tax Planning

CFO Plans

AUGUST 16, 2024

Whether you’re a seasoned property mogul or a budding real estate enthusiast, having a solid grasp of the tax implications tied to your investments is essential. This is where expert financial advisors and comprehensive accounting services come into play. Knowing which expenses qualify can save you a considerable amount.

Accounting

Nerd's Eye View

SEPTEMBER 6, 2024

Notably, while the rule will create an additional compliance burden, the due diligence advisers offering comprehensive planning services (as well as their investment custodians) are likely already conducting on their clients to create an effective financial plan could be a 'defense mechanism' for these firms against criminals looking to take advantage (..)

Treasury

Nerd's Eye View

SEPTEMBER 16, 2024

For example, most Millennial and Gen Z clients can open their own investing account and buy index funds online with only minimal guidance from their advisor, so full-service investing might not offer enough value to a next-generation client to justify an ongoing planning fee.

Tax Planning

CFO Plans

JULY 18, 2024

From property management to rent collection and tax compliance, the need for specialized accounting services is paramount. Here, we explore how expert real estate accounting services can optimize your property management, streamline rent collection, and ensure compliance with tax regulations for sustained financial success.

Accounting

Nerd's Eye View

MAY 12, 2023

The study also highlighted the importance of advisors taking the time to build trust with clients and to understand a client’s goals and needs, as this can not only differentiate an advisor from those providing purely transactional investment advice, but also could promote client retention, even in years of poor market performance.

Tax Planning

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

B2B

Nerd's Eye View

SEPTEMBER 7, 2022

Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds to maintain market exposure – is a popular strategy for financial advisors to increase their clients’ after-tax investment returns. With these three tools (i.e.,

Tax Planning

CFO Plans

MAY 30, 2024

Yet, many businesses struggle with the complexities of accounting, often leading to costly mistakes and missed opportunities. Discover how outsourcing accounting services can improve your financial health , enabling businesses to focus on growth while ensuring their financial health is in expert hands.

Compliance

CFO Plans

SEPTEMBER 24, 2024

Comprehensive accounting solutions are the lifeboat, offering the essential tools and expertise to streamline financial operations. This post delves into how end-to-end accounting solutions can significantly enhance efficiency and drive growth for small businesses. It’s like having a tailor-made suit that fits your business perfectly.

Accounting

Future CFO

SEPTEMBER 3, 2024

Mayank Goel , Partner Indirect Tax at KPMG India , says that from the point-of-view of a CFO, visualising this involves integrating tax planning seamlessly into the broader corporate strategy. 1. Strategic Tax Planning and Risk Management - CFOs need to view taxes beyond mere compliance.

Leverage

CFO News Room

NOVEMBER 23, 2022

But alongside those advantages, there are some specific rules and regulations that are unique to solo 401(k) plans, which can add to the complexity of setting up and maintaining a plan. And for advisors who serve self-employed clients, managing a solo 401(k) plan is often a different process than managing other types of investments.

Planning

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

Practice Management

CFO News Room

DECEMBER 30, 2022

We also have a number of articles on investments: Fixed-income ETFs saw inflows this year, while their mutual fund counterparts experienced significant outflows, suggesting that the dominance of bond mutual funds could be eroding. How advisors are increasingly purchasing individual bonds rather than bond funds in client accounts.

Planning

Nerd's Eye View

JULY 12, 2022

In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)

Tax Planning

CFO Plans

OCTOBER 9, 2024

This diligence enabled them to claim substantial deductions, significantly reducing their tax burden and enhancing their financial health. As a result, they were able to invest more in innovation, fueling further growth.

Compliance

CFO News Room

NOVEMBER 9, 2022

Health Savings Accounts (HSAs) are one of the most popular savings vehicles because of their triple-tax advantage: account owners can take an above-the-line tax deduction for eligible contributions, growth in the account is tax-deferred, and withdrawals are tax-free if they are used for qualified healthcare expenses.

Healthcare

CFO Plans

AUGUST 23, 2024

Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO

CFO Plans

SEPTEMBER 24, 2024

Managing taxes efficiently is one of the most daunting tasks, often leading to stress and potential financial pitfalls. Operational accounting services offer crucial support, ensuring financial health and compliance. These tools offer comprehensive accounting solutions, allowing businesses to focus on growth rather than bookkeeping.

Tax Planning

CSC Advisors

SEPTEMBER 27, 2024

5 Tips to Maximize Your SBA Loan Benefits This Tax Season Securing a Small Business Administration (SBA) loan can be a game-changer for your business, providing the necessary capital to invest in growth and operations. Maximize Interest Deductions The interest paid on your SBA loan is generally tax-deductible as a business expense.

Tax Planning

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration

CFO Plans

JUNE 13, 2024

Strategic Financial Planning for Growth Fractional CFOs bring a strategic perspective to financial planning, helping businesses develop long-term strategies, optimize their capital structure, and make informed decisions about investments and growth opportunities.

CFO

CFO Plans

SEPTEMBER 24, 2024

Unlocking the Power of Virtual Accounting Services for Small Businesses Virtual accounting services for small businesses provide access to high-quality financial expertise without the hefty price tag. Learn more about the benefits of virtual accounting. Explore cloud-based accounting solutions.

CFO

CFO Plans

JUNE 7, 2024

Strategic Financial Planning for Growth Fractional CFOs bring a strategic perspective to financial planning, helping businesses develop long-term strategies, optimize their capital structure, and make informed decisions about investments and growth opportunities.

CFO

Spreadym

APRIL 27, 2023

Investment analysis: Business software tools for investment analysis allow you to analyze investment options and evaluate their potential returns. Tax planning: Some financial analysis and planning software includes tax planning tools that help users forecast and minimize tax liabilities and maximize tax deductions.

Financial Analysis