CFA Institute

JANUARY 13, 2023

While risk management may be the key component of wealth preservation, what often gets overlooked is how much smart tax planning can do to help clients retain more of their wealth. After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.

Tax Planning 81

Tax Planning Planning Risk Management Marketing 81

Nerd's Eye View

NOVEMBER 18, 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.

Tax Planning 78

Tax Planning Practice Management Leadership Planning 78

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 Leadership Planning Compliance 98

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

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

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 Leadership Finance Tax Planning 98

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 90

Finance Strategic Planning Auditing CFO 90