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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Tax Planning. He can be reached at [email protected].

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Weekend Reading For Financial Planners (Dec 24-25) 2022

CFO News Room

A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected].

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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He can be reached at [email protected]. Read More +.

Planning 130
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In fact, we probably would have been much more profitable. Author: Michael Kitces. Team Kitces. And we’re just only going to hope that we get those.

Planning 130
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Weekend Reading For Financial Planners (Dec 31-Jan 1) 2023

CFO News Room

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He can be reached at [email protected].

Auditing 130
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Detailed Breakdown Of Key Tax Opportunities

CFO News Room

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
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How Biden’s tax reforms affect your small business

CFO Share

Information about tax changes the Biden administration is considering leaked yesterday , creating some big headlines in media. First major tax hike since 1993” according to Bloomberg. As a fractional CFO , my first reaction to any tax reform is: what does this mean for small business? All the other tax changes.