CFO Share

APRIL 5, 2022

South Dakota , small business sales tax has been an issue you cannot afford to ignore. With audits ramping up and penalties exceeding $100,000, understanding sales and use tax is essential. The cost of sales tax non-compliance. Violating small business sales tax regulations may result in significant penalties.

Sales 98

Sales Auditing Compliance Tax Planning 98

The CFO College

APRIL 8, 2021

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 can talk about the importance of compliance, especially in certain niches, and how your services can mitigate expensive penalties and give them peace of mind.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

Boston Startup CFO

OCTOBER 13, 2015

The accounting manager recommended that we audit our books, which seemed like a good idea, especially since we had been having conversations about getting acquired. They do not sit in their office only crunching numbers; they should have a feel for where those numbers come from. Do You Need a CFO?

CFO 52

CFO Tax Planning GAAP Budgeting 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. And it’s based on what your assets under management are, your number of accounts. And we also converted a fair number of non-managed accounts to manage when we made this transition.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. All of the tax planning, and all of the behind-the-scenes work.

Planning 130

Planning Communication Profit and Loss Education 130

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. Paying taxes is never a fun thing for clients.

Planning 130

Planning Leadership Healthcare Accounting 130