CFO News Room

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Or how do we work around a concentrated stock position, right? Anh: Right, that’s very important, making sure you have a strong support team.

Leverage 130

Leverage Planning Concentration Tax Planning 130

VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Personalysis is one such tool that enables an organization to identify and leverage individual strengths and to see where gaps are present. People Operations/HR Consultant in vcfo’s Dallas market.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

CFO News Room

NOVEMBER 28, 2022

Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position. Advisors can also help ensure that their clients’ estate plans are tax efficient, managing the estate and gift tax exemptions (both Federal and state!),

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130