Auditing, Compliance, Profit and Loss and Tax Planning

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. 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.

Planning

Planning Communication Profit and Loss Education

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

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

Planning Leadership Healthcare Accounting

Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

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

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