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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But this can create challenges for the advisor as well, as they will have to spend significant time managing the variability of the planning needs of their diverse client base.

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Weekend Reading For Financial Planners (Dec 24-25) 2022

CFO News Room

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Executive Summary.

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Weekend Reading For Financial Planners (June 25-26) 2022

CFO News Room

From there, we have several articles on tax-planning strategies: While tax-loss harvesting has gained newfound attention during the current market downturn, other tax-planning strategies, including asset location and Roth conversions, can also provide significant value to clients.

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Understanding Small Business Taxes in 2021

CFO Share

It is a new year and new set of small business taxes. 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. Federal income taxes.

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Weekend Reading for Financial Planners (Feb 19-20) 2022

CFO News Room

We also have a number of articles on retirement: How data from both the United States and United Kingdom show that average annual spending after inflation declines throughout retirement, and the implications for creating financial plans. Executive Summary.

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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. A new research study suggests that delaying taxes in retirement is often not the optimal course of action. Executive Summary.

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Detailed Breakdown Of Key Tax Opportunities

CFO News Room

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. Executive Summary.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. We’re very focused on the advice aspect of planning versus the product aspect of planning.”

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From Executive Assistant To COO Scaling A $4B Advisory Firm

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. And so, we were willing to say, “Okay, what do we need to do to make up for the loss of another advisor?”

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From Executive Assistant To COO Scaling A $4B Advisory Firm

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. And so, we were willing to say, “Okay, what do we need to do to make up for the loss of another advisor?”

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Separating Marketing From Sales To Scale Sustainable Growth

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Some of them we might have set up something 15 years ago and there’s not a lot of core planning needed there.

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