CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Future CFO

MAY 24, 2020

Beyond that, CFOs are expected to optimise every investment dollar for maximum returns on investments and be involved in all discussions and matters that have a financial impact on the company. Yet 79% of respondents plan to reduce the cost of their tax and finance function over the next two years.

Finance 52

Finance Compliance Restructuring Tax Planning 52

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? At the time, the Mexican, after the Mexican restructuring, they had, they had Mexican bonds with an oil option embedded in them. We started on that plan in December of 16. And, and what was the change in tax rates?

Marketing 107

Marketing Treasury Banking Profit and Loss 107