CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. And because clients will typically keep some assets in cash, crafting a cash-management strategy can be a way for clients to make more from their cash holdings and serve as a measurable way for advisors to generate their value.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e., Sales & Marketing. For advisors who are prohibited from giving tax advice, tax planning can be an alternative approach for discussing tax matters with clients.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 26, 2022

A former DoL official has previously suggested that related changes could include amending the five-part fiduciary test, making adjustments to Prohibited Transaction Exemption 2020-02 (PTE 2020-02) , and reexamining existing PTEs, such as PTE 84-24 (which permits certain commissionable insurance sales in retirement plans).

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