blog 2023-financial-planning-the-importance-of-the-budget-vs-actual-statement-during-times-of-change 
VCFO
NOVEMBER 1, 2023
Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. These opportunities have deadlines that must be met, and planning is essential.
CFO News Room
NOVEMBER 30, 2022
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
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