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. Anh: Right, that’s very important, making sure you have a strong support team.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 28, 2022

Tax Planning. In addition to managing investments, tax planning is another area where advisors can demonstrate their value in dollar terms. This often starts with reviewing the client’s tax return to ensure they received the credits and deductions for which they were eligible.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 17, 2022

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase. But many firms will find that their client referral rates are flat.

Education 130

Education Planning Benchmarking Investments 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. Emily: Yup.

Education 130

Education Planning Numbers Securities 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