CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Tax Planning. Executive Summary. Read more of Adam’s articles here.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

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

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. ” What does that mean? He did an immense number of sales, and had cultivated a huge number of relationships. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

CFO Share

MARCH 9, 2021

This year will be particularly complex as provisions from the CARES act unwind and the sales tax landscape continues its tortuous evolution. Sales tax risk is on the rise for small businesses. Sales tax risk is on the rise for small businesses. Local taxes. Do not forget about your local taxes!

Profit and Loss 52

Profit and Loss Compliance Tax Planning Accounting 52

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

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. He knows how to manage risk, and he knows how to trade for a profit for a p and l. Or who has this profit?

Marketing 107

Marketing Treasury Banking Profit and Loss 107