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

CFO News Room

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 Executive Summary.

Planning 130

Planning Securities Accounting Tax Planning 130

Future CFO

SEPTEMBER 14, 2020

Paper-based processes became obsolete and secure access to standalone applications posed technical challenges. The truth of the matter is that COVID-19 is exposing gaps in current financial planning across the region. He noted that this is not an FP&A problem but a leadership one.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

Barry Ritholtz

OCTOBER 19, 2022

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? We’ll do estate planning and other complex financial planning. You own the underlying securities. And they bring a lot of value, right? RITHOLTZ: Sure.

Investments 111

Investments Profit and Loss Education Advertising 111

CFO News Room

NOVEMBER 29, 2022

And so, that’s been my form of leadership and how I’ve taken to running my business. So, we do look at clients from the complexity of what type of planning they have. Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

OCTOBER 3, 2023

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. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

CFO News Room

FEBRUARY 2, 2022

Estate planning is commonly a big point of discussion, as well. And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games.

Communication 130

Communication Planning Education Numbers 130