CFO Plans

JUNE 7, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. These part-time financial experts provide strategic guidance without the hefty price tag of a full-time CFO, making high-level financial leadership accessible to all businesses.

CFO

CFO Plans

JUNE 14, 2024

It’s about leveraging financial insights to drive strategic decisions and elevate your business to new heights. These services include cash flow analysis, tax planning, and risk management, ensuring that your real estate portfolio remains profitable and sustainable.

Accounting

CFO Plans

SEPTEMBER 24, 2024

This service is ideal for small businesses that need strategic financial leadership but are not yet ready to hire a full-time CFO. Get Customizable Accounting Packages Tax Optimization Strategies Maximize Savings Effective tax planning can significantly impact your bottom line.

Startups

Global Finance

DECEMBER 6, 2024

This commitment starts with the banks staffing, with a 100% female leadership team and a 60% female workforce. For instance, the NextGen Thought Leadership equips many with basic financial literacy and leadership skills. It dissects the process, ensuring participants can manage wealth and navigate these intricacies confidently.

Banking

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

Barry Ritholtz

OCTOBER 19, 2022

So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? RITHOLTZ: Sure.

Investments

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. 00:20:43 [Speaker Changed] So prior to that, have you had any management experience or leadership experience that’s a big raucous floor, and I would imagine that desk was, was a handful to deal with.

Marketing

Nerd's Eye View

FEBRUARY 21, 2025

Also in industry news this week: A majority of married women are their family's primary financial decision-makers, according to a CFP Board study, which also identifies the sometimes-differing planning priorities of female and male clients A report from AdvisorTech firm Orion finds that while a majority of advisory firms plan to increase their tech (..)

Tax Planning