CFO Plans

AUGUST 2, 2024

This evolution allows accounting professionals to focus on strategic activities such as business tax planning and CFO consulting for tech startups, rather than getting bogged down with routine tasks. Explore cloud-based accounting solutions with CFO Plans. Consult with CFO Plans to find the best technology for your business.

Technology 52

Technology Accounting CFO Tax Planning 52

CFO Thought Leader

OCTOBER 6, 2024

Our humble beginnings evolved through trying to help accountants to close their books through account reconciliations, matching transactions, and managing the tasks of far-flung accounting operations. We have longtime customers who got in a long time ago, realized the value of our offerings, and committed to our products.

CFO 52

CFO Leadership Tax Planning Problem Solving 52

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

CFO News Room

DECEMBER 28, 2022

Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning® , both offered through Horsesmouth, LLC. The Economic Growth and Tax Relief Reconciliation Act (EGTRA) of 2001 created IRA catch-up contributions, effective for 2002 and future years.

Planning 130

Planning Securities Accounting Tax Planning 130