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 130

Planning Communication Profit and Loss Education 130

CFO Share

MARCH 9, 2021

Wayfair continues to be a major issue and, thanks to state budget shortfalls, sales tax enforcement is expected to accelerate in 2021. This is a big risk for small e-commerce businesses, many of whom are out of compliance and do not even realize it. This year the CARES act is allowing Net Operating Loss (NOL) carryback.

Profit and Loss 52

Profit and Loss Compliance Tax Planning Accounting 52

CFO News Room

DECEMBER 28, 2022

Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning® , both offered through Horsesmouth, LLC. Elimination Of RMDs For Plan Roth Accounts. eliminates RMDs for Roth accounts in qualified employer plans beginning in 2024.

Planning 130

Planning Securities Accounting Tax Planning 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