VCFO

NOVEMBER 1, 2023

Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail. This is certainly true in the area of taxation, where there are often opportunities to legally minimize or defer the timing of tax payments and to claim income tax credits. What About Borrowing?

Finance 88

Finance Strategic Planning Auditing CFO 88

CFO Plans

SEPTEMBER 6, 2024

Fractional CFOs usually have a network of professionals providing outsourced tax preparation services, business tax planning services, and accounting and finance consulting. Explore comprehensive financial support with CFO Plans. Drive your business growth with CFO Plans.

CFO 52

CFO Startups Tax Planning Planning 52

Global Finance

OCTOBER 31, 2024

Bank of Communications has expanded to offer boutique research and training modules for private banking clients. The bank’s charitable planning unit, an industry pioneer, managed more than ¥100 million as of January, with nearly 40,000 professionals supporting some 200,000 beneficiaries.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

CFO News Room

NOVEMBER 22, 2022

Not go out of our lane, like do tax returns, but having intimate knowledge of taxes, having intimate knowledge of estate planning, and put it all together. And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 30, 2022

Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

The CFO College

APRIL 8, 2021

Major soft skills involve time management, effective communication, writing, reliability and responsiveness towards clients, organization, project management, and your ability to own and address your problems and mistakes. World-class reporting also fosters better communication among the management team, board, investors, and lenders.

CFO 52

CFO Accounting Benchmarking Tax Planning 52

Future CFO

SEPTEMBER 14, 2020

Process delays and slow communications, coupled with restrictive lockdowns, led to slower payments, increased financial risks and stretched service centers. The truth of the matter is that COVID-19 is exposing gaps in current financial planning across the region. Taufan Gunarso. “It

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that. We were short subprime mortgages with John Paulson.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 15, 2022

And so, it was just myself and our chief investment officer, who’s also our chief compliance officer, I think he may have been a little bit like, “Oh my God, my boss is making me give up my FINRA licenses.” Because, understandably, compliance wants you to live in the CRM system that they can do their compliance oversight on.

Planning 130

Planning Accounting Math Compliance 130

CFO News Room

NOVEMBER 8, 2022

Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having?

Restructuring 130

Restructuring Planning Marketing Accounting 130