Nerd's Eye View

MAY 12, 2023

The study also highlighted the importance of advisors taking the time to build trust with clients and to understand a client’s goals and needs, as this can not only differentiate an advisor from those providing purely transactional investment advice, but also could promote client retention, even in years of poor market performance.

Tax Planning 95

Tax Planning Practice Management Valuation Investments 95

Spreadym

APRIL 27, 2023

Investment analysis: Business software tools for investment analysis allow you to analyze investment options and evaluate their potential returns. Tax planning: Some financial analysis and planning software includes tax planning tools that help users forecast and minimize tax liabilities and maximize tax deductions.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

Nerd's Eye View

MAY 8, 2023

In this post, Kitces.com Senior Financial Planning Nerd Ben Henry-Moreland writes about how he went from being hesitant to offer tax preparation at his solo RIA (given how common it is for tax preparers to work long hours throughout tax season) to embracing it as a core part of the business’ service offering.

Tax Planning 98

Tax Planning Planning Investments Practice Management 98

CFO Plans

MAY 30, 2024

A small e-commerce business benefited from virtual CFO services by gaining real-time financial insights, which allowed them to make quick, informed decisions and pivot their strategy during market fluctuations. Virtual CFOs provide real-time financial insights, helping businesses make informed decisions quickly.

Compliance 52

Compliance Accounting CFO Manufacturing 52

Spreadym

NOVEMBER 3, 2023

Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. 401(k), IRA), investing in stocks, bonds, real estate, or other assets, and establishing an emergency fund. Tax Planning: Optimize your tax strategy to minimize your tax liabilities and maximize your after-tax income.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO Share

JULY 13, 2023

Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. How effective will the new marketing channels be? Growth planning should include your executive team and a CPA for tax planning purposes. Pause or cancel capital investments like new equipment purchases.

CFO 40

CFO Forecasting Tax Planning Advertising 40

Michigan CFO

NOVEMBER 1, 2021

With additional finances at your disposal, you can invest more in your growth. The SaaS CFO can help plan and strategize for growth with actionable goals and key performance indicators. A SaaS CFO will analyze your marketing and work with your sales team to expand subscription services for existing customers as well as find new ones.

CFO 52

CFO Budgeting Forecasting Tax Planning 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Author: Adam Van Deusen.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

The CFO College

APRIL 8, 2021

Investing time and money every month into expanding your “VIP” could increase your revenue, especially if you commit to doing something to work on these three areas for one hour a day. Invest a little time every day and eventually you’ll start to see peers and clients looking to you as a viable leader.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) Financial Planning. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. RITHOLTZ: You’re in the middle of a 18-year or so giant 1,000% bull market. I found the conversation to be absolutely fascinating, and I think you will also.

Investments 111

Investments Profit and Loss Education Advertising 111

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Client referrals are an important source of organic growth for many financial advisory firms.

Education 130

Education Planning Benchmarking Investments 130

Nerd's Eye View

SEPTEMBER 7, 2022

Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds to maintain market exposure – is a popular strategy for financial advisors to increase their clients’ after-tax investment returns. With these three tools (i.e.,

Tax Planning 92

Tax Planning Investments Sales Planning 92

CFO News Room

DECEMBER 30, 2022

And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients! Enjoy the ‘light’ reading! In the end, while SECURE 2.0

Planning 130

Planning Auditing Investments Securities 130

Nerd's Eye View

MARCH 10, 2023

While the budget almost certainly will face stiff resistance in a divided Congress, proposals that could affect financial advisors and their clients include increasing the top income and capital gains tax rates, raising the Net Investment Income Tax rate and applying it to pass-through income, and increasing the amount of the child tax credit.

Tax Planning 98

Tax Planning Budgeting Practice Management Planning 98

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. I didn’t know a whole lot about markets or stocks. So that was my initial foray into the investment business. SEIDES: That was my true investment MBA. He said, “You’re not going to learn anything about investing.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 21, 2022

So for advisors who feel overwhelmed with the range of responsibilities they have in a given week, implementing a systematic annual planning process based on seasons can not only provide more structure to their processes, but also provide a better experience – not only for their clients, but also for their work teams – in the process!

Planning 130

Planning Concentration Communication Tax Planning 130

CFO News Room

NOVEMBER 9, 2022

He has had a passion for finance and planning since high school, when he first started investing and doing his own taxes. Assuming a 6% return on her invested principal, Dawn can expect to have a total balance of about $61,275 by age 25. Jack is a teacher at a local high school, and Morgan is an investment analyst.

Healthcare 130

Healthcare Planning Accounting Investments 130

CFO News Room

FEBRUARY 2, 2022

And that takes you down a road of increasingly complex or sophisticated investment vehicles, the move towards alternatives, the move towards private equity and hedge funds and a lot of different things that get done with the portfolios of high-net-worth clients. Estate planning is commonly a big point of discussion, as well.

Communication 130

Communication Planning Education Numbers 130

CFO News Room

NOVEMBER 15, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And then in July 1 of this year, we launched our own registered investment advisor. Get notified of the latest episodes (and all our research as it’s released!) Check out our FAS resource page !

Planning 130

Planning Accounting Compliance Math 130

Musings on Markets

MAY 11, 2021

While one part of the proposal, reversing the 2017 tax cuts for those in the highest tax brackets from 39.6% to 37%, was anticipated, the other one, almost doubling the capital gains tax rate for those making more than a million dollars in investment income, was a surprise.

Investments 52

Investments Valuation Treasury Forecasting 52

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. Executive Summary. Dan: It’s interesting.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. Not just, “Here’s an insurance and investment mix. It feels amazing.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. Did things change significantly since we updated the plan? Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Marketing Accounting 130

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more?

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 28, 2022

Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is the Lead Financial Planning Nerd for Kitces.com , a leading online resource for financial planning professionals, and also serves as the Chief Planning Officer for Buckingham Strategic Wealth. Notably, the language of SECURE Act 2.0

Planning 130

Planning Securities Accounting Tax Planning 130

CFO News Room

NOVEMBER 26, 2022

Separately, the DoL this week finalized a rule to explicitly permit retirement plan fiduciaries to consider Environmental, Social, and Governance (ESG) factors when selecting investments and exercising shareholder rights (e.g., Jeff Benjamin | InvestmentNews). According to consulting firm DeVoe & Co.

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

CFO News Room

NOVEMBER 19, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning 130

Planning Leadership Healthcare Accounting 130