CFO Talks

FEBRUARY 10, 2023

By Jeff Ryan , MD of AWCape, a Platinum Sage business partner for HR, payroll and financial solutions South Africa’s Budget Speech for 2023 is an eagerly anticipated event for CFOs and financial leaders alike, as it provides insight into the government’s economic priorities and plans for the year ahead.

Budgeting 52

Budgeting Profit and Loss Forecasting Prioritization 52

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence. What does this all mean? But what happens to humans when the bots take over?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

CFO News Room

DECEMBER 23, 2022

We also have a number of articles on spending and budgeting: Why advisors might want to consider using a client service calendar to organize the wide range of services they provide for clients throughout the year. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? You know, we’ve had been lucky, it’s been very profitable year after year.

Leadership 107

Leadership Investments Profit and Loss Technology 107

CFO News Room

DECEMBER 30, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Further, by making a tech audit an annual routine rather than a one-time event, firms can ensure that their tech stack continues to meet its needs (and its budget!) He can be reached at [email protected].

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 28, 2022

To the contrary, the changes highlight Congress’s continued march toward ‘Rothification’, perhaps in an effort to grab tax revenue now in order to make Federal budget estimates look better (or at least less bad). higher education or deductible medical expenses) or experience certain events (e.g., To that end, SECURE Act 2.0

Planning 130

Planning Securities Accounting Tax Planning 130