E78 Partners

MARCH 3, 2025

Key Financial Readiness Considerations To prepare for the scrutiny of public markets, leadership teams must assess their ability to: Generate SEC-compliant financial statements within required timelines. Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

Nerd's Eye View

JULY 12, 2022

In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)

Tax Planning 98

Tax Planning Planning Leadership Compliance 98

Future CFO

OCTOBER 4, 2021

Failure is only part of a journey,” SIM said in an interview with FutureCFO for its Female Leadership in Finance series , hoping that female finance executives would reach their fullest potential without underestimating themselves. While taking risks does not guarantee success, failure is nothing to fear.

CFO 98

CFO Finance Leadership Tax Planning 98

Nerd's Eye View

JULY 12, 2024

Which suggests that while firms might be tempted to zero in on compensation when it comes to retaining advisors, focusing on these other factors (which do not necessarily involve hard dollar expenses) could pay off in the form of increased advisor (and client) retention over time.

Tax Planning 75

Tax Planning Leadership Communication Accounting 75

CFO Plans

AUGUST 23, 2024

Let’s delve into how a Fractional CFO can be a game-changer for your business, providing the strategic financial insights and leadership needed to drive growth and sustainability. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO 52

CFO Tax Planning Leverage Budgeting 52

CFO Plans

JUNE 13, 2024

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. They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

JUNE 7, 2024

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. They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

Future CFO

SEPTEMBER 3, 2024

Mayank Goel , Partner Indirect Tax at KPMG India , says that from the point-of-view of a CFO, visualising this involves integrating tax planning seamlessly into the broader corporate strategy. 1. Strategic Tax Planning and Risk Management - CFOs need to view taxes beyond mere compliance.

Leverage 59

Leverage Tax Planning Restructuring Strategic Planning 59

CFO Plans

JUNE 14, 2024

These services include cash flow analysis, tax planning, and risk management, ensuring that your real estate portfolio remains profitable and sustainable. Virtual CFO services provide you with access to experienced financial professionals who can guide your business through financial planning, budgeting, and forecasting.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

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 52

Startups Accounting CFO Tax Planning 52

Michigan CFO

NOVEMBER 1, 2021

Tax Planning With Your SaaS CFO. You might be wondering, “Okay, but can my SaaS CFO handle taxes?” While your CFO is not (usually) a tax accountant, they can interface with your tax accountant on your behalf to explore all possible deductions your business might be able to claim. Interested in learning more?

CFO 52

CFO Budgeting Forecasting Tax Planning 52

VCFO

NOVEMBER 1, 2023

Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail. This is certainly true in the area of taxation, where there are often opportunities to legally minimize or defer the timing of tax payments and to claim income tax credits.

Finance 88

Finance Strategic Planning Auditing CFO 88

Future CFO

SEPTEMBER 14, 2020

Tam noted that FP&A professionals will then need to “revisit their financing and liquidity strategies, centralize decisions for cash release upon the applications of government stimulus, and implement tax planning strategies that can reduce cash expenditures and preserve budget.”. For Sofitel’s Lee, the issues lie with governance.

Financial Planning and Analysis (FP&A) 52

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

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

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

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 Accounting Healthcare 130

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. Investment advice, tax planning, and estate planning are among the services offered to these clients.

Banking 97

Banking Education Investments Leadership 97

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. And they bring a lot of value, right? They’ll construct the portfolio. RITHOLTZ: Sure.

Investments 114

Investments Profit and Loss Education Advertising 114

CFO News Room

DECEMBER 28, 2022

He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” a Roth account in a 401(k) plan). By contrast, it does not appear that such amounts can be redirected to pre-tax plan accounts by default.

Planning 130

Planning Securities Accounting Tax Planning 130

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 77

Tax Planning Leadership Leverage Planning 77

CFO Dive

JUNE 23, 2025

That environment can easily lead to paralysis, with business leaders waiting for more information before undertaking planning actions. However, proactive planning can be a crucial tool that helps businesses to find stability within a challenging environment. What can a business do to plan for continually shifting tax rules?

Tax Planning 255

Tax Planning Planning CFO SAP 255

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. 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well.

Marketing 112

Marketing Banking Treasury Profit and Loss 112