CFO News Room

NOVEMBER 5, 2022

Pundits continue to expect “SECURE 2.0” Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Swimming against the tide of I Bond popularity, Arends currently prefers investing in Treasury Inflation Protected Securities (TIPS) to I Bonds.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e., He can be reached at [email protected]. Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130