CFO News Room

DECEMBER 23, 2022

A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected].

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 30, 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].

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 28, 2022

Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning® , both offered through Horsesmouth, LLC. higher education or deductible medical expenses) or experience certain events (e.g., Notably, the language of SECURE Act 2.0

Planning 130

Planning Securities Accounting Tax Planning 130