VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Given the backdrop above, the management team that’s gotten a business this far may not possess what will be needed to get the business through the next phase.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

CFO News Room

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. But where the struggle in that CFO is and working with outside consultants is they identify what the issue is or they identify where the problem is.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 28, 2022

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. Advisors can also help ensure that their clients’ estate plans are tax efficient, managing the estate and gift tax exemptions (both Federal and state!),

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130