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. He can be reached at [email protected]. Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 Executive Summary.

Planning 130

Planning Securities Accounting Tax Planning 130

CFO Share

MARCH 9, 2021

Wayfair continues to be a major issue and, thanks to state budget shortfalls, sales tax enforcement is expected to accelerate in 2021. This is a big risk for small e-commerce businesses, many of whom are out of compliance and do not even realize it. Plan for repayment of deferred social security taxes.

Profit and Loss 52

Profit and Loss Compliance Tax Planning Accounting 52

CFO News Room

NOVEMBER 19, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning 130

Planning Leadership Healthcare Accounting 130