CFO News Room

DECEMBER 23, 2022

But among the other changes in the economic environment this year (from inflation to weak market performance), rising interest rates (and their impact on firms’ willingness and ability to borrow funds for their acquisitions) have the potential to cool the market for RIA M&A. charitable giving ), and fulfilling RMD requirements.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 26, 2022

Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – Despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 30, 2022

The first occurred in the 1970s, when investors shifted from prioritizing company quality when investing in both equity and bonds (eschewing lower-grade issues even if they offered higher potential returns), to assessing investments in terms of the risk-reward tradeoff. Another core part of an advisor’s tech stack is its custodial provider.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

DECEMBER 28, 2022

Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning® , both offered through Horsesmouth, LLC. The Economic Growth and Tax Relief Reconciliation Act (EGTRA) of 2001 created IRA catch-up contributions, effective for 2002 and future years.

Planning 130

Planning Securities Accounting Tax Planning 130