CFO News Room

DECEMBER 23, 2022

From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. and its implications for financial advisors!

Mergers and Acquisitions (M&A) 130

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

Nerd's Eye View

MARCH 10, 2023

While the budget almost certainly will face stiff resistance in a divided Congress, proposals that could affect financial advisors and their clients include increasing the top income and capital gains tax rates, raising the Net Investment Income Tax rate and applying it to pass-through income, and increasing the amount of the child tax credit.

Tax Planning 88

Tax Planning Budgeting Practice Management Planning 88

CFO News Room

DECEMBER 30, 2022

And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients! by a staff member, or by an outside consultant.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 21, 2022

Government-imposed lockdowns in response to the Covid pandemic also distorted the market, disrupting supply chains. The second tax cut was the Tax Reform Act of 1986 in which federal income tax rates were lowered further, the number of tax brackets were reduced, and the top tax rate declined from 50 percent to 28 percent.

Economics 130

Economics Tax Planning Budgeting Numbers 130

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? ” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. Check out our FAS resource page !

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

DECEMBER 20, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? 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.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 28, 2022

includes a significant number of Roth-related changes (both involving Roth IRAs as well as Roth accounts in employer retirement plans), though notably, the legislation does not include any provisions that restrict or eliminate existing Roth strategies (e.g., Elimination Of RMDs For Plan Roth Accounts. In addition, SECURE 2.0

Planning 130

Planning Securities Accounting Tax Planning 130

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

CFO News Room

NOVEMBER 19, 2022

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. A new research study suggests that delaying taxes in retirement is often not the optimal course of action. cash management programs ).

Planning 130

Planning Leadership Healthcare Accounting 130