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How Advisors Can Help Clients Plan To Take A Sabbatical

CFO News Room

A sabbatical refers to a period of time in which someone takes an extended, planned break from work prior to retirement, often as an opportunity to focus on their wellbeing and/or to gain valuable perspectives of life outside of work. Develop A Near-Term Savings Plan To Fund The Sabbatical.

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Is Automated Tax-Loss Harvesting Software Worth It?

CFO News Room

In recent years, numerous software solutions have sprung up that aim to automate the process of tax-loss harvesting. Ultimately, the key point is that tax-loss harvesting is a tax planning strategy and not (just) a portfolio management strategy. Executive Summary.

CFO 130