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

PYMNTS

OCTOBER 5, 2020

The General Court judgment raises important legal issues that are of relevance to the Commission in its application of State aid rules to tax planning cases,” Executive Vice President Margrethe Vestager said in the statement. 25 statement. House Antitrust Subcommittee witnesses on Thursday (Oct. antitrust regulation.

Banking 91

Banking Compliance Advertising Tax Planning 91

Nerd's Eye View

SEPTEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)

Treasury 98

Treasury Tax Planning Practice Management Compliance 98

Future CFO

MAY 24, 2020

The modern CFOs bear the traditional and constant struggle to ensure that the company has sufficient working capital to keep the business going, while being fully compliant with all statutory and regulatory requirements relating to finance matters. How the tax and finance function is evolving. Best-in-class versus best-in-cost.

Finance 52

Finance Compliance Restructuring Tax Planning 52

CFO Talks

AUGUST 21, 2024

Anticipating Financial Challenges: Strategic Measures for Corporate Finance As a CFO in South Africa or elsewhere in Africa, you’re no stranger to the financial hurdles that come your way. Strategic Measure: CFOs should focus on strong cash flow forecasting and planning for different scenarios.

Corporate Finance 52

Corporate Finance Finance Cash Flow Forecasting IFRS 52

CFO Plans

SEPTEMBER 24, 2024

Operational accounting services offer crucial support, ensuring financial health and compliance. Get Expert Tax Consulting Today Embrace Digital Accounting Solutions Digital accounting solutions have revolutionized the way small businesses manage their finances.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Plans

AUGUST 23, 2024

Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO 52

CFO Tax Planning Leverage Budgeting 52

CFO Plans

AUGUST 9, 2024

Modern businesses need comprehensive financial strategies that ensure compliance, drive growth, and improve efficiency. Discover how CFO Plans can transform your financial management and set your business on the path to success. Optimize your tax planning with expert services.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO Plans

JUNE 27, 2024

Expert Tax Planning and Preparation for Savings Navigating the complexities of tax regulations can be daunting for any business. Certified public accountants (CPAs) within outsourced accounting firms offer expert tax planning and preparation services. Get expert tax planning and maximize your savings.

Financial Reporting 52

Financial Reporting Tax Planning CFO Manufacturing 52

CFO Plans

AUGUST 30, 2024

This is especially true in the real estate industry, where managing finances can be complex and time-consuming. Regulatory Compliance in Real Estate Keeping up with ever-changing tax laws and regulations can be daunting, especially in the real estate sector where compliance is crucial.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Plans

JULY 18, 2024

From property management to rent collection and tax compliance, the need for specialized accounting services is paramount. Here, we explore how expert real estate accounting services can optimize your property management, streamline rent collection, and ensure compliance with tax regulations for sustained financial success.

Accounting 52

Accounting Compliance CFO Restructuring 52

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

CFO Plans

JUNE 14, 2024

Cloud-based accounting software offers a seamless, efficient, and secure way to manage your finances. These services include cash flow analysis, tax planning, and risk management, ensuring that your real estate portfolio remains profitable and sustainable.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

CFO Thought Leader

OCTOBER 6, 2024

Or so Partin tells us as he recounts the circumstances surrounding the first of five CFO appointments that have thus far punctuated his finance leadership career. “I ” We help finance pros big and small to deal with this. During the past 4 or 5 years, there has been this big accounting shift in relation to the office of the CFO.

CFO 52

CFO Leadership Tax Planning Problem Solving 52

CFO Plans

JUNE 13, 2024

Enhance Your Financial Reporting with Expert CFO Services Effective Tax Planning and Preparation Tax planning and preparation can significantly impact a company’s bottom line. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

JUNE 7, 2024

Enhance Your Financial Reporting with Expert CFO Services Effective Tax Planning and Preparation Tax planning and preparation can significantly impact a company’s bottom line. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

Boston Startup CFO

OCTOBER 13, 2015

Company founders and CEOs are rarely equipped to handle financing strategies, budgets and dealing with investors. He also stepped outside of his world of finance and dove into other parts of our business. It’s a growing pain that many small businesses have. But bringing on a chief financial officer is not cheap.

CFO 52

CFO Tax Planning GAAP Accounting 52

CFO Plans

AUGUST 16, 2024

In the intricate world of real estate, navigating complex tax laws can often feel like walking through a maze. As an investor, understanding tax laws is crucial to maximizing your returns and ensuring compliance. They can help you identify tax-saving opportunities and ensure compliance with ever-changing tax regulations.

Accounting 52

Accounting CFO Compliance Leverage 52

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. Keeping up with regulatory compliance can be daunting.

CFO 52

CFO Startups Tax Planning Planning 52

CFO Plans

SEPTEMBER 24, 2024

Cloud-Based Accounting Services revolutionize the way small businesses manage their finances. Financial Reporting and Compliance for Accuracy and Accountability Staying compliant with financial regulations is non-negotiable. Imagine your business as a well-oiled machine, with cash flow management ensuring every part runs smoothly.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

Future CFO

SEPTEMBER 14, 2020

In this environment, with traditional business models and old market assumptions no longer working, companies are turning to financial planning and analysis (FP&A) professionals to help them navigate the turbulent waters and prepare for the aftermath. But are they ready? Pandemic challenges to FP&A.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 29, 2022

” because we definitely have some clients that prefer that way of thinking and viewing their finances, instead of your traditional balance sheet, right, or just your assets and then your liabilities. So, we do look at clients from the complexity of what type of planning they have. ” Anh: Exactly, yes. Anh: Right.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. It’s part of their own tax planning. What sort of advice would you give to a recent college graduate interested in a career in either alternative investments, allocation, anything finance related? We were short subprime mortgages with John Paulson.

Investments 52

Investments Benchmarking Marketing Treasury 52

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

DECEMBER 26, 2022

Why Checklist-Style Financial Planning Works: What Advisors Can Learn From Dave Ramsey’s Baby Steps – There are many financial advisors who take issue with the financial advice offered by popular personal finance personalities such as Dave Ramsey.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

DECEMBER 2, 2020

The digital tax is part of a broader five-year, $3.4 30) as the country’s finance minister revealed the impact COVID-19 has had on the economy. Regardless of how and when Canada’s tax proposal ultimately takes form, experts say any increase in corporate costs will be offset by customers through higher prices. A Global Fight.

Tax Planning 78

Tax Planning Treasury Budgeting Sales 78

CFO News Room

FEBRUARY 2, 2022

I know their name, now I know like a full snapshot of their finances, I know exactly what they’re looking for, I may even have notes from the Zoe team on how their discussion went with the prospects. I don’t feel like I’m going on a cold call when I jump on my introductory call with a new prospect.

Planning 130

Planning Math Numbers Investments 130

PYMNTS

FEBRUARY 1, 2021

French Finance Minister Embraces American Shift on Big Tech Taxes . Bruno Le Maire , the finance minister of France, embraced the support of the Biden administration on a potential international tax on Big Tech, CNBC reported. “I USC, Amazon to Make Machine Learning Research Facility.

Finance 40

Finance Compliance Tax Planning Treasury 40