Remove Auditing Remove Budgeting Remove Profit and Loss Remove Tax Planning
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Weekend Reading For Financial Planners (Dec 31-Jan 1) 2023

CFO News Room

Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected].

Auditing 130
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In fact, we probably would have been much more profitable. Author: Michael Kitces. Team Kitces. And we’re just only going to hope that we get those.

Planning 130
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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

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