CFO News Room

NOVEMBER 21, 2022

How confident are they that no year-end-tax-planning opportunities were missed across their entire client base? Our process is thoughtfully planned around tax deadlines and includes meetings with our clients twice per year. Or whether all Roth and backdoor Roth contributions were made by eligible clients?

Planning 130

Planning Concentration Communication Tax Planning 130

CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. .” All of the tax planning, and all of the behind-the-scenes work.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

Michael: Is there a structure for the subsequent meetings in the year or just whatever comes up based on the financial plan meeting we did at the beginning of the year? Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And then we look at estate planning.

Restructuring 130

Restructuring Planning Marketing Accounting 130