CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. Estate planning is commonly a big point of discussion, as well. Author: Michael Kitces. Team Kitces. Is that basically the cycle?

Communication 130

Communication Planning Education Numbers 130

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. They help present your financials effectively to attract investors and secure funding.

CFO 52

CFO Startups Tax Planning Planning 52

CFO News Room

NOVEMBER 30, 2022

And the consequences for incorrect tax advice can include legal and financial penalties if a client were to be harmed by the wrong advice – which is often not covered by the firm’s E&O insurance –creating an expensive liability when tax advice goes wrong. Might be a source of tax-free income ( unless the IRS says otherwise )!

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Future CFO

SEPTEMBER 14, 2020

Paper-based processes became obsolete and secure access to standalone applications posed technical challenges. Process delays and slow communications, coupled with restrictive lockdowns, led to slower payments, increased financial risks and stretched service centers. Taufan Gunarso. “It

Financial Planning and Analysis (FP&A) 52

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

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.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s part of their own tax planning.

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 that’s what they get for the fact that they have to be part of the calls, they have to facilitate interaction with the insurance company or any transactions, because it’s a securities business, you don’t have a securities license now. And that is a very simple, it’s easy to communicate, and it’s very clear.

Planning 130

Planning Accounting Math Compliance 130

CFO News Room

DECEMBER 17, 2022

Among respondents without an advisor, 27% said they would be interested in receiving help on retirement income planning (27%), Social Security and Medicare advice (22%), developing a financial plan (22%), and tax guidance (21%), though notably tax guidance was the top area cited among those with at least $500,000 in assets.

Planning 130

Planning Education Investments Benchmarking 130

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? We’ll do estate planning and other complex financial planning. You communicate very clearly and candidly about the risks. One, be very tax efficient.

Investments 114

Investments Profit and Loss Education Advertising 114

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

CFO News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. The end of the year is often a busy time for financial advisors, as they help clients with year-end tax planning, taking the proper RMDs, and other time-sensitive tasks.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

Barry Ritholtz

OCTOBER 3, 2023

So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division. We now had the securities business. And the credit fund had bought a debt security from one of the, their private equity’s own deals.

Marketing 112

Marketing Banking Treasury Profit and Loss 112