Accounting Leverage Numbers Tax Planning 
CFO News Room
NOVEMBER 29, 2022
What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.
CFO News Room
NOVEMBER 28, 2022
Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!) Tax Planning.
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CFO News Room
DECEMBER 23, 2022
We also have a number of articles on spending and budgeting: Why advisors might want to consider using a client service calendar to organize the wide range of services they provide for clients throughout the year. Also related to Roth accounts, the legislation would align the rules for employer-retirement-plan-based Roth accounts (e.g.,
CFO News Room
DECEMBER 30, 2022
A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. How advisors are increasingly purchasing individual bonds rather than bond funds in client accounts. Another measure in SECURE 2.0
CFO News Room
NOVEMBER 19, 2022
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. A new research study suggests that delaying taxes in retirement is often not the optimal course of action. cash management programs ).
CFO News Room
DECEMBER 26, 2022
As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.
The CFO College
APRIL 8, 2021
For many bookkeepers and accountants, working remotely is a reality that has breathed energy back into the passion they feel for their work and their life. For us numbers people, one of the hardest things can be getting out in front of a CEO and talking yourself up enough to land a new client. You are in charge.
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