The CFO College
APRIL 8, 2021
You want to talk about the value or benefits you can offer them, explaining how you can ease their pain points, such as how you can save them money in the long run by helping them with tax planning or minimizing their tax burden. You’d also leverage internal controls, risk mitigation, and corporate governance tools.
CFO News Room
NOVEMBER 28, 2022
When consumers think about cash flow management, the word ‘budget’ might come to mind. Tax Planning. In addition to managing investments, tax planning is another area where advisors can demonstrate their value in dollar terms. whether to bunch contributions ) as well as location planning for charitable giving (e.g.,
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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.
CFO News Room
DECEMBER 30, 2022
A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. While all financial planning firms use technology in one way or another, the breadth and depth of their tech stacks can vary significantly.
CFO News Room
NOVEMBER 22, 2022
But then during what are we actually doing for clients, and we’re going… I view things as retirement planning, education planning, general tax, budget cash flow. And we make sure we have a plan for those things, and those are always updated. So, for example, we have CPA info and tax notes.
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.
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.
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