CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. And notably, while no single change in SECURE 2.0

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 26, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He can be reached at [email protected]. Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 Executive Summary.

Planning 130

Planning Securities Accounting Tax Planning 130

CFO Share

MARCH 16, 2021

C-corp structures come with many long-term benefits, such as qualifying for section 1202 or rolling net operating losses indefinately. Moreover, S-corps and pass-through companies are facing tax increases too…. Elimination of pass-through tax deductions. Harvest capital losses to offset the gains. Donate your equity.

Profit and Loss 40

Profit and Loss CFO Tax Planning Startups 40

CFO Share

SEPTEMBER 15, 2021

C-corp structures come with many long-term benefits, such as qualifying for section 1202 (see more on this below) or rolling net operating losses indefinately. Moreover, S-corps and pass-through companies are facing tax increases too…. Elimination of pass-through tax deductions. Harvest capital losses to offset the gains.

Profit and Loss 52

Profit and Loss CFO Tax Planning Auditing 52

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning. In fact, while no single change in SECURE 2.0 In fact, while no single change in SECURE 2.0

Planning 130

Planning Auditing Investments Securities 130

Barry Ritholtz

OCTOBER 19, 2022

You know, we do the typical stuff, market economic outlooks and research there, product research. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? So the harvest losses to offset future gains. RAMPULLA: Yeah.

Investments 111

Investments Profit and Loss Education Advertising 111