Wed.Nov 30, 2022

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Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance

Nerd's Eye View

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. And yet, despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on

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FASB targets improved income-tax transparency

CFO Dive

FASB is considering more stringent standards that would require companies to disclose income taxes paid to federal, state and foreign entities.

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Trending Sources

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Private-Sector Job Openings Remain High Despite Falling in October

CFO News Room

The latest Job Openings and Labor Turnover Survey from the Bureau of Labor Statistics shows the total number of job openings in the economy decreased to 10.334 million in October, down from 10.687 million in September. The number of open positions in the private sector decreased to 9.412 million in October, down from 9.627 million in September. October was the fifth decline in the last seven months since hitting a record high in March (see first chart).

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Fed’s Powell signals slower rate increases

CFO Dive

The Fed will likely raise the federal funds rate in lower increments as it assesses the impact from the most aggressive withdrawal of monetary stimulus since the 1980s.

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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

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ESG Fixed-Income Exposure: Index Providers Respond to Asset Manager Demand

CFA Institute

The rapid expansion of ESG indexes continues to gain momentum and diversify across asset classes.

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More Trending

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10 Wednesday AM Reads

Barry Ritholtz

Last day of the 11th month! Enjoy the end of November with our mid-week morning train reads: • How Much Growth Can You Expect? Imagine I present to you a magical box that can turn your money into more money. The only problem is that you don’t know exactly how much more money you’ll get from this box. You could put $100 into the box and get back $200, $400, or maybe only $150 when all is said and done.

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Foot Locker hunts for new CFO amid exec shakeup

CFO Dive

Finance chief Andrew Page departs the retailer as Foot Locker appoints new COO and CHRO.

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Accelerate Your SaaS Company’s Growth with Sage Intacct

https://trustedcfosolutions.com/feed/

When launching your SaaS company , you’re focused on increasing revenue, landing new logo’s, and adding users to support the business in its early days. Now that you’ve found market fit you’re entering the growth stage. Your investors want to see efficiencies & a set of monthly metrics that confirm the business is trending in the right direction. .

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India's manufacturing sector continues to gain momentum in November, cost inflation softened considerably

CFO News

According to the S&P Global's survey report, Companies had the fastest increase in new orders and production in three months and business optimism was highest in almost eight years.

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Recession Playbook

The Reformed Broker

Let’s assume we’re going to have a recession in 2023. I don’t know if we will, but everyone seems to think so, so let’s just say. So what. What can you do to stop it? Not much. Can you change your own spending and psych yourself up to survive it? Absolutely. Are there changes you could make to a portfolio in order to gird yourself for a worsening economy?

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Meet Kevin, the ETF – WSJ

CFO News Room

The last two years saw the rise, but not the complete fall, of “finfluencers.” With a younger generation opening financial accounts and rushing headlong into things like meme stocks and cryptocurrencies, these social-media financial influencers could temporarily create billions of dollars in market value through their recommendations, while earning tens of millions for themselves.

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Outsource To Free Up Your Time And Save Money

The CFO Centre

Outsourcing is nearly always cheaper, more efficient, and more flexible than hiring in-house staff. You can use outsourcing to tap into expertise and experience not available in-house (technical or managerial) or to identify and then reduce the costs of support services. But concerns about the potential pitfalls of outsourcing stop SMEs from seeing the many […].

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How to Write a Thank You Email After an Interview

CFO News Room

You’ve updated your resume, written your cover letter, and prepared for your interview. Now it’s time for your thank you note to seal the deal. In this piece, the author outlines what to say — and not to say — in your thank you email to interviewers and answers common questions like: How much detail should you include? When should you send it? And why is it important to do?

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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

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India's Q2 GDP growth rate moderates to 6.3%

CFO News

The GDP print is at par with the RBI's projection of 6.3% growth for Q2.

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Black Mayors in the Four Biggest Cities. Is That a ‘Big Deal’?

CFO News Room

Jason Riley is an opinion columnist at The Wall Street Journal, where his column, Upward Mobility, has run since 2016. He is also a senior fellow at the Manhattan Institute and provides television commentary for various news outlets. Mr. Riley, a 2018 Bradley Prize recipient, is the author of four books: “Let Them In: The Case for Open Borders” (2008); “Please Stop Helping Us: How Liberals Make It Harder for Blacks to Succeed” (2014); “False Black Power?

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The most relevant technology innovations for finance

Future CFO

There are three most relevant technology innovations for finance in the next five years, said Gartner recently when releasing its “Hype Cycle for Emerging Technologies in Finance, 2023”. Given that evolving and future-looking nature of these most relevant technology innovations for finance are included in this Hype Cycle, Gartner recommended that finance leaders need to select technology innovations that align best to their organisational needs.

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Job Openings and Labor Turnover Survey: Job openings declined in October

CFO News Room

Posted November 30, 2022 at 10:55 am by EPI Staff. Job Openings and Labor Turnover Survey : Job openings declined in October. Below, EPI senior economist Elise Gould offers her initial insights on today’s release of the Job Openings and Labor Turnover Survey (JOLTS) for October. Read the full Twitter thread here. . While churn remains high, total separations held steady in October as hires softened slightly.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

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Clips From Today’s Closing Bell

The Reformed Broker

Big Tech may remain high through year end, says Ritholtz CEO Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.

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198: Kevin Watson

CFO Talks

1X. ‘ You’re either part of the disruption or you’re going to be left behind’. Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. CFO Club Africa is a division of the Chartered Institute of Business Accountants, the professional body for business accountants, financial managers and chief financial officers.

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Indian e-marketplaces expected to see funding shortage in near term: report

CFO News

Growth will come from expanding into tier-3 cities, global markets but without burning money amid funding slowdown: Bain & Co and Accel report.

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Life Sciences Venture Capital Monitor – Europe 10/2022 published

Fox Corporate Finance

FCF Fox Corporate Finance GmbH is delighted to publish the new “FCF Life Sciences Venture Capital Monitor – Europe 10/2022”. The Monitor is a monthly published overview of venture capital trends in the European Life Sciences. Read more. The post Life Sciences Venture Capital Monitor – Europe 10/2022 published appeared first on FCF Fox Corporate Finance GmbH.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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China stir over zero Covid policy may infect key sectors in India

CFO News

Orders from Far East countries for cut and polished diamonds, which typically increase during this time, have slowed over the last few days. The industry fears this will erode India's overall gem and jewellery exports this fiscal.

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10 Best FP&A Software Tools: A Comprehensive Buyer’s Guide [2023]

Onplan

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. No longer beholden to an endless directory of spreadsheets and outdated databases, today’s finance teams can use the best FP&A software available to help them compile financial information and make smarter, more strategic business decisions.

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India to provide human-centric leadership during G20 presidency: Amitabh Kant

CFO News

"India takes over the presidency during these challenging times. Every challenge is an opportunity. Prime Minister Narendra Modi at Bali announced that India's presidency will be decisive, inclusive and action oriented. We feel that this is an opportunity that global leaders must use to get together to really ensure that they are able to provide relief to the citizens of the world,"Kant said.

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How Advisors Can Offer Tax Planning And Stay In Compliance

CFO News Room

Executive Summary. 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. And yet, despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of ac

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Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.