Beacon CFO Plus

JULY 2, 2025

When you’re not leveraging CFO services, you might be: Saying yes to the wrong projects Saying no to the right ones Missing the chance to scale with confidence 2. Unseen Risk From tax planning to compliance to vendor negotiations, many business owners don’t realize how exposed they are until something goes wrong.

CFO

Global Finance

OCTOBER 31, 2024

Further highlighting its ability to cultivate partnerships is a recent upgrade of Ping An’s family office business, which now provides wealth and health management, generational development, charitable planning, and legal and tax-planning services. Investor education events are regularly held for clients.

Mergers and Acquisitions (M&A)

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Tax Planning

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

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage

CFO Plans

SEPTEMBER 24, 2024

Discover expert tax planning and accounting services designed to help you thrive. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. By leveraging their expertise, you can make informed decisions that drive growth and stability.

Tax Planning

Nerd's Eye View

SEPTEMBER 6, 2022

We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure (..)

Leverage

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

PYMNTS

AUGUST 26, 2019

Thailand hopes to annually collect 3 billion to 4 billion baht ($98 million to $131 million) by introducing a tax on tech businesses, Reuters reported on Monday (Aug. If approved by Parliament, Thailand will institute a value-added-tax starting next year on electronic businesses, leveraging the eCommerce boom in the country.

Tax Planning

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Tax Planning

Nerd's Eye View

JULY 12, 2022

Read More.

Tax Planning

CFO Plans

SEPTEMBER 24, 2024

By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability. This proactive approach is vital for strategic planning and long-term success.

Forecasting

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Math

CFO Network

NOVEMBER 10, 2021

With outsourced business accounting services , you can get access to professional tax planning advice from a CPA or a CFO. They will be able to advise you on what tax planning strategies to put in place to legally minimize your tax burden each year. You Get Valuable Advice for Your Small Business.

Accounting

Nerd's Eye View

JUNE 7, 2024

Nonetheless, respondents (particularly those in younger generations) do not see this as an either-or choice, but rather anticipate benefitting from working with human advisors who leverage AI tools for certain tasks (e.g., detecting fraud or analyzing data) to provide a better client experience!

Concentration

CFO Plans

AUGUST 23, 2024

Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO

CFO Plans

OCTOBER 9, 2024

Explore Strategic Financial Solutions with CFO Plans to navigate these complexities with ease. The Importance of Business Tax Optimization Business tax optimization is crucial for any company seeking to minimize its tax liabilities while boosting its financial performance.

Compliance

CFO Plans

AUGUST 9, 2024

Discover how CFO Plans can transform your financial management and set your business on the path to success. By leveraging the expertise of seasoned financial professionals, companies can gain strategic insights without the overhead costs of a full-time CFO. Optimize your tax planning with expert services.

Accounting

CFO News Room

DECEMBER 30, 2022

has brought a wide range of changes to the world of retirement planning. And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients!

Planning

CFO Plans

SEPTEMBER 24, 2024

Get Expert Tax Consulting Today Embrace Digital Accounting Solutions Digital accounting solutions have revolutionized the way small businesses manage their finances. By leveraging advanced software, businesses can streamline their accounting processes, reduce errors, and save valuable time.

Tax Planning

CFO Plans

JUNE 27, 2024

By leveraging tailored financial solutions, companies can drive growth and navigate the financial landscape with confidence. Expert Tax Planning and Preparation for Savings Navigating the complexities of tax regulations can be daunting for any business. Get expert tax planning and maximize your savings.

Financial Reporting

CSC Advisors

SEPTEMBER 27, 2024

5 Tips to Maximize Your SBA Loan Benefits This Tax Season Securing a Small Business Administration (SBA) loan can be a game-changer for your business, providing the necessary capital to invest in growth and operations. As you approach the 2025 tax season, it’s crucial to leverage your SBA loan’s financial advantages effectively.

Tax Planning

CFO Plans

JUNE 7, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO

CFO Plans

JUNE 13, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO

CFO Plans

SEPTEMBER 24, 2024

Whether it’s optimizing your capital structure or planning for future investments, strategic consulting ensures that your growth is sustainable and aligned with your long-term goals. Get Customizable Accounting Packages Tax Optimization Strategies Maximize Savings Effective tax planning can significantly impact your bottom line.

Startups

CFO Plans

SEPTEMBER 24, 2024

The need for strategic financial planning and real-time financial reporting has never been more critical. By leveraging virtual CFO services, small businesses can streamline their financial operations and focus on growth. For instance, a boutique marketing agency might use strategic financial planning to expand its service offerings.

CFO

CFO Plans

AUGUST 2, 2024

With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness. Discover how CFO Plans can revolutionize your accounting practices. Explore cloud-based accounting solutions with CFO Plans.

Technology

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

JULY 18, 2024

Here, we explore how expert real estate accounting services can optimize your property management, streamline rent collection, and ensure compliance with tax regulations for sustained financial success. Discover how CFO Plans can help you achieve financial success. Ensuring compliance requires meticulous tax preparation and planning.

Accounting

CFO Plans

SEPTEMBER 6, 2024

This approach allows businesses to leverage top-tier financial strategy and planning without the overhead costs of a full-time executive. Discover how CFO Plans can help your business grow. Get expert financial planning with CFO Plans. Explore comprehensive financial support with CFO Plans.

CFO

CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Author: Michael Kitces. Team Kitces.

Education

CFO Plans

AUGUST 30, 2024

Leveraging technology to streamline accounting processes is no longer a luxury but a necessity. These firms offer a range of services, from tax planning and preparation services to small business accounting support. The post How Tech-Enabled Accounting Tools Impact Efficiency appeared first on CFO PLANS | Blog.

Accounting

CFO Network

FEBRUARY 14, 2024

Strategic Financial Planning Effective financial strategy is built on a solid foundation of planning. A Fractional CFO excels in creating long-term financial plans that align with your business goals. Tax Optimization Taxes can be a significant expense for businesses. Learn more today.

CFO

CFO Plans

AUGUST 16, 2024

They can help you understand the implications of capital gains tax, property depreciation, and even the tax benefits of green building initiatives. By leveraging their expertise, you can make informed decisions that enhance your portfolio’s profitability. Consider the benefits of 1031 exchanges to defer taxes.

Accounting

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning

CFO Plans

OCTOBER 15, 2024

Embracing business tax compliance solutions tailored to the specific needs of small enterprises can help avoid costly penalties and ensure seamless operations. Leveraging CFO Services to Navigate Startup Challenges For startups, the regulatory landscape can seem particularly daunting.

Compliance

CFO Plans

SEPTEMBER 24, 2024

Cloud-Based Accounting Solutions for Startups Virtual CFOs leverage advanced cloud-based accounting solutions to streamline financial operations. This accuracy not only maintains financial integrity but also simplifies financial analysis and reporting, making it easier to track progress and plan for the future.

Startups