CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning. How advisors are increasingly purchasing individual bonds rather than bond funds in client accounts.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). Sales & Marketing. and inflation levels not seen in several decades. Regulatory.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 15, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And so, what we did, and I guess the advantage of being with a broker-dealer is those are now Commonwealth house accounts. Get notified of the latest episodes (and all our research as it’s released!)

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Client referrals are an important source of organic growth for many financial advisory firms.

Education 130

Education Planning Benchmarking Investments 130

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 75

Tax Planning Investments Sales Planning 75

Barry Ritholtz

OCTOBER 19, 2022

RITHOLTZ: You’re in the middle of a 18-year or so giant 1,000% bull market. You know, when you really hammer home to what you can control as an investor costs, it finally started to catch on with people like, “Hey, I can get low cost through indexing and get the market return,” which by the way, over time, is pretty darn good returns.

Investments 111

Investments Profit and Loss Education Advertising 111

CFO News Room

NOVEMBER 29, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? So, we do look at clients from the complexity of what type of planning they have. Get notified of the latest episodes (and all our research as it’s released!) Check out our FAS resource page !

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

FEBRUARY 2, 2022

Estate planning is commonly a big point of discussion, as well. And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games.

Communication 130

Communication Planning Education Numbers 130

CFO News Room

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 In addition, SECURE 2.0

Planning 130

Planning Securities Accounting Tax Planning 130

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. Did things change significantly since we updated the plan? Cean: Thanks, Michael.

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Restructuring Planning Accounting Marketing 130

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

DECEMBER 20, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? 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.

Education 130

Education Planning Numbers Securities 130

CFO News Room

FEBRUARY 2, 2022

Now, because of XYPN and kind of the different marketing funnels out there, people know what flat fee is and advice-only and all the different iterations of it. ” And that stuff obviously is extremely helpful going into those phone calls. And oh, by the way, you better have $750,000 in assets under management.”

Planning 130

Planning Math Numbers Investments 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 News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. Several easy ways advisors can help find unclaimed assets and save money as the year comes to an end. Jeff Benjamin | InvestmentNews). According to consulting firm DeVoe & Co.

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. Gary Cohn ] 00:05:28 Be?

Marketing 108

Marketing Treasury Banking Profit and Loss 108

CFO News Room

NOVEMBER 19, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. 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.

Planning 130

Planning Leadership Healthcare Accounting 130

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

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

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Manufacturing Construction Economics Banking 130