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 91

Finance Strategic Planning Auditing CFO 91

CFO News Room

NOVEMBER 29, 2022

And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. So, his role in what I wanted to bring him on was somebody to have a component of strategic planning involved.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

FEBRUARY 2, 2022

Then you got the advisors that are kind of working the relationship long term and then you’ve got kind of the higher-ups that come in for strategic planning and an investment meeting or an estate planning meeting. ” And that stuff obviously is extremely helpful going into those phone calls.

Planning 130

Planning Math Numbers Investments 130