The CFO College

APRIL 8, 2021

You want to talk about the value or benefits you can offer them, explaining how you can ease their pain points, such as how you can save them money in the long run by helping them with tax planning or minimizing their tax burden. You’d also leverage internal controls, risk mitigation, and corporate governance tools.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

NOVEMBER 15, 2022

I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. Because, understandably, compliance wants you to live in the CRM system that they can do their compliance oversight on. Our compliance consultant, she’s one of my favorites.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

NOVEMBER 22, 2022

Not go out of our lane, like do tax returns, but having intimate knowledge of taxes, having intimate knowledge of estate planning, and put it all together. And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. Matthew: Yeah.

Planning 130

Planning Communication Profit and Loss Education 130

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