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

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. Source: How a reimagined tax and finance function can improve your bottom line, EY 2020.

Finance 52

Finance Compliance Restructuring Tax Planning 52

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., Meb Faber Research).

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

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.

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Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 17, 2022

But in the world of financial advice, there so far has been little regulation on advisor titles ( unless someone tries to call themselves an “investment counselor”, which ironically is still regulated under the Investment Advisers Act of 1940 ). But many firms will find that their client referral rates are flat. Darius Foroux).

Education 130

Education Planning Benchmarking Investments 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. People may not even really understood that they own the company, you know, by investing in the funds in the company. They’ll do tax planning, right?

Investments 111

Investments Profit and Loss Education Advertising 111

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven.

Planning 130

Planning Communication Profit and Loss Education 130

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

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? And look, one of the reasons I went into this job was taxes. You’ve gotta go hire people in the technology space. And, and what was the change in tax rates? You sell a naked call, you [ Barry Ritholtz ] Right.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

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. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 8, 2022

And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. And then we look at estate planning. And then in the fall, we look at tax planning. The other one, he’d been there maybe four years.

Restructuring 130

Restructuring Planning Marketing Accounting 130