CFO News Room

JANUARY 20, 2023

While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states. Read More… Source link

Practice Management 130

Practice Management Leadership Cash Management Economics 130

CFO News Room

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Nonprofit 130

Nonprofit Practice Management Advertising Leadership 130

Nerd's Eye View

SEPTEMBER 15, 2023

Also in industry news this week: The SEC agreed to a series of settlements with 9 RIAs resulting from charges of improper use of hypothetical returns in advertising under the regulator's marketing rule How several CEOs of large RIAs and AdvisorTech companies have found that receiving funding from private equity firms and taking the responsibility for (..)

Practice Management 84

Practice Management Advertising Leadership Numbers 84

Nerd's Eye View

JANUARY 20, 2023

While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states. Read More.

Practice Management 73

Practice Management Leadership Cash Management Numbers 73

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Nonprofit 77

Nonprofit Practice Management Advertising Leadership 77

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

Auditing 67

Auditing Practice Management Leadership Securities 67

Nerd's Eye View

NOVEMBER 18, 2022

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. The time management principles that are used by the most successful leaders. How advisors can help their clients turn their HSAs into wealth-building machines.

Tax Planning 72

Tax Planning Practice Management Leadership Planning 72