CFO News Room

NOVEMBER 28, 2022

Cash Flow Management. When consumers think about cash flow management, the word ‘budget’ might come to mind. But as advisors are aware, there is much more to cash flow management than analysis of regular inflows and outflows (and the less-fun activity of cutting back on spending in certain areas). Tax Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 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

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old. Emily: Yup.

Education 130

Education Planning Numbers Securities 130