Communication Profit and Loss Tax Planning 
CFO Talks
AUGUST 6, 2025
A delay in VAT registration or an incorrect payroll tax deduction could lead to fines, reputational damage, or even forced closure. Entity Structure and Tax Planning You need to determine the best structure for expansion: branch, subsidiary, joint venture, or holding company. Set up a robust communication and reporting cadence.
CFO News Room
NOVEMBER 22, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. ” It’s constant communication through the year. Author: Michael Kitces. Team Kitces. Here you go. You’re good for next year.”
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CFO News Room
DECEMBER 30, 2022
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].
CFO News Room
DECEMBER 26, 2022
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. in client meetings ) and written communication (e.g.,
Barry Ritholtz
OCTOBER 19, 2022
So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? So the harvest losses to offset future gains. We’ll do estate planning and other complex financial planning. One, be very tax efficient.
Barry Ritholtz
OCTOBER 3, 2023
He knows how to manage risk, and he knows how to trade for a profit for a p and l. And occasionally people are gonna argue about, Hey, who has this loss? Or who has this profit? 00:45:10 [Speaker Changed] If it, if it’s just a loss, if it’s just money, sometimes those are easy to cure, right?
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