CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. 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. Team Kitces.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

AUGUST 15, 2023

And it got to the point where there was the potential to do this nonprofit, like charitable bet. Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52