CFO News Room

DECEMBER 23, 2022

For instance, the first few months of the year could be a good time to focus on tax planning for clients , as their tax returns will be prepared and it is early enough in the year to consider potential tax planning strategies for 2023 (e.g., 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.

Auditing 130

Auditing Planning 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. Emily: Yeah. So, I think that when I really started to feel like the real deal was I started to take on clients that were much larger clients.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 8, 2022

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. And then we look at estate planning. And then in the fall, we look at tax planning.

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. a Roth account in a 401(k) plan). By contrast, it does not appear that such amounts can be redirected to pre-tax plan accounts by default.

Planning 130

Planning Securities Accounting Tax Planning 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