CFO Share

JULY 13, 2023

Growth planning should include your executive team and a CPA for tax planning purposes. Examples include website visits, prospect meetings booked, or CPM (for paid advertising.) Ineffective communication of financial results creates conflict and inefficiencies. Detect downturns quickly and manage them successfully.

CFO 40

CFO Forecasting Tax Planning Advertising 40

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: And I’ll tell you a story that’s fun about the communication of it too. It’s part of their own tax planning. And what’s their budget like a fraction of it, right? ” It wasn’t that they didn’t communicate that. Both people are kicking money in. RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52