Spreadym

APRIL 27, 2023

Cash flow management: Software tools for cash management can help business manage the performance of cash flow by providing detailed cash flow statements and projections. Financial reporting: These tools generate financial reports, including income statements, balance sheets, and cash flow statements.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Financial Planning. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 26, 2022

Separately, the DoL this week finalized a rule to explicitly permit retirement plan fiduciaries to consider Environmental, Social, and Governance (ESG) factors when selecting investments and exercising shareholder rights (e.g., Meb Faber Research).

Mergers and Acquisitions (M&A) 130

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

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