VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. People Operations/HR Consultant in vcfo’s Dallas market. Inventory, marketable securities, and other assets have still different liquidity characteristics and variables at play.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

CFO News Room

NOVEMBER 21, 2022

As such, client meeting seasons are held in both the spring (March through May) and the fall (September through November), with most meetings currently concentrated in April and October. Which is why we make sure to discuss this with them, year in and year out, regardless of the market environment. software changes).

Planning 130

Planning Concentration Communication Tax Planning 130

CFO News Room

NOVEMBER 28, 2022

By applying the ideal-target-client framework, advisors can not only better target their marketing efforts (as they can align their website and other advertising efforts with their ideal client’s needs), but they can also streamline their day-to-day work, as they will encounter fewer ‘new’ issues as their client base grows. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 29, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Or how do we work around a concentrated stock position, right? Because we’ve got concentrated stock that we’re trying to divest, and, so, we are slowly gifting into a donor-advised fund.

Leverage 130

Leverage Planning Concentration Tax Planning 130