CFO News Room

NOVEMBER 30, 2022

Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO Simplified

MARCH 7, 2024

The CTA and the disclosure obligations it imposes upon reporting companies is designed to help safeguard national security and provide US law enforcement agencies with an additional tool to fight financial crimes, such as money laundering, trafficking, tax fraud, and other illicit activities.

Tax Planning 59

Tax Planning Compliance Restructuring Treasury 59

CFO Simplified

MARCH 7, 2024

The CTA and the disclosure obligations it imposes upon reporting companies is designed to help safeguard national security and provide US law enforcement agencies with an additional tool to fight financial crimes, such as money laundering, trafficking, tax fraud, and other illicit activities.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

CFO News Room

DECEMBER 28, 2022

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. In addition, SECURE 2.0 Executive Summary.

Planning 130

Planning Securities Accounting Tax Planning 130

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). George Kinder, the founder of Life Planning, developed 3 questions that probe deeper into a client’s hopes, dreams, and fears, to help advisors develop complete and impactful financial plans.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO Share

MARCH 9, 2021

Wayfair continues to be a major issue and, thanks to state budget shortfalls, sales tax enforcement is expected to accelerate in 2021. This is a big risk for small e-commerce businesses, many of whom are out of compliance and do not even realize it. Plan for repayment of deferred social security 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