Budgeting Prioritization Profit and Loss Tax Planning 
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
He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He can be reached at [email protected].
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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.
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.
Barry Ritholtz
OCTOBER 3, 2023
He knows how to manage risk, and he knows how to trade for a profit for a p and l. And occasionally people are gonna argue about, Hey, who has this loss? Or who has this profit? 00:45:10 [Speaker Changed] If it, if it’s just a loss, if it’s just money, sometimes those are easy to cure, right?
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