Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Mergers and Acquisitions (M&A) 92

Mergers and Acquisitions (M&A) Tax Planning Valuation Sales 92

Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 87

Communication Tax Planning Technology Planning 87

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Adam is an Associate Financial Planning Nerd at Kitces.com. Author: Adam Van Deusen. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Nerd's Eye View

MAY 12, 2023

The study also highlighted the importance of advisors taking the time to build trust with clients and to understand a client’s goals and needs, as this can not only differentiate an advisor from those providing purely transactional investment advice, but also could promote client retention, even in years of poor market performance.

Tax Planning 81

Tax Planning Practice Management Valuation Investments 81

Nerd's Eye View

MAY 8, 2023

In this post, Kitces.com Senior Financial Planning Nerd Ben Henry-Moreland writes about how he went from being hesitant to offer tax preparation at his solo RIA (given how common it is for tax preparers to work long hours throughout tax season) to embracing it as a core part of the business’ service offering.

Tax Planning 90

Tax Planning Planning Investments Practice Management 90

CFO News Room

DECEMBER 23, 2022

From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. and its implications for financial advisors!

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

NOVEMBER 21, 2022

Government-imposed lockdowns in response to the Covid pandemic also distorted the market, disrupting supply chains. The second tax cut was the Tax Reform Act of 1986 in which federal income tax rates were lowered further, the number of tax brackets were reduced, and the top tax rate declined from 50 percent to 28 percent.

Economics 130

Economics Tax Planning Budgeting Numbers 130

CFO Share

JULY 13, 2023

Turning numbers into insights. Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. How effective will the new marketing channels be? Growth planning should include your executive team and a CPA for tax planning purposes. Turn numbers into insights.

CFO 40

CFO Forecasting Tax Planning Advertising 40

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!) Regulatory.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 19, 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. A new research study suggests that delaying taxes in retirement is often not the optimal course of action. cash management programs ).

Planning 130

Planning Leadership Healthcare Accounting 130

CFO News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. The end of the year is often a busy time for financial advisors, as they help clients with year-end tax planning, taking the proper RMDs, and other time-sensitive tasks.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

CFO News Room

DECEMBER 30, 2022

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! filling out and signing forms) leaves something to be desired.

Planning 130

Planning Auditing Investments Securities 130

PYMNTS

OCTOBER 5, 2020

“The General Court judgment raises important legal issues that are of relevance to the Commission in its application of State aid rules to tax planning cases,” Executive Vice President Margrethe Vestager said in the statement. billion (approximately $15.4 million) of Irish government aid, as reported in the past.

Banking 91

Banking Compliance Advertising Tax Planning 91

Boston Startup CFO

OCTOBER 13, 2015

When I started my online marketing company VerticalResponse, I made the colossal mistake of not hiring experienced people because I was so concerned about saving money. They do not sit in their office only crunching numbers; they should have a feel for where those numbers come from. Do You Need a CFO?

CFO 52

CFO Tax Planning GAAP Budgeting 52

Michigan CFO

NOVEMBER 1, 2021

The SaaS CFO can help plan and strategize for growth with actionable goals and key performance indicators. A SaaS CFO will analyze your marketing and work with your sales team to expand subscription services for existing customers as well as find new ones. Tax Planning With Your SaaS CFO. Interested in learning more?

CFO 52

CFO Budgeting Forecasting Tax Planning 52

CFO News Room

NOVEMBER 29, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And so, that’s how this actually started was, at first, I knew I wanted to just get a deeper dive into our numbers, into our business, our process, and, so, I engaged in the CFO solutions services.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 28, 2022

includes a significant number of Roth-related changes (both involving Roth IRAs as well as Roth accounts in employer retirement plans), though notably, the legislation does not include any provisions that restrict or eliminate existing Roth strategies (e.g., In addition, SECURE 2.0 backdoor Roth conversions). SECURE Act 2.0

Planning 130

Planning Securities Accounting Tax Planning 130

CFO News Room

NOVEMBER 21, 2022

How confident are they that no year-end-tax-planning opportunities were missed across their entire client base? scheduling out tasks related to tax, insurance, estate, and foundational planning issues at different times of the year) across all of the firm’s clients can reduce errors and increase efficiency.

Planning 130

Planning Concentration Communication Tax Planning 130

CFO Share

SEPTEMBER 15, 2021

Moreover, S-corps and pass-through companies are facing tax increases too…. Elimination of pass-through tax deductions. If you are a high-income S-corp, partnership, or sole proprietor, the proposed tax plan will eliminate your Qualified Business Income Deduction , commonly referred to as the pass-through deduction.

Profit and Loss 52

Profit and Loss CFO Tax Planning Auditing 52

The CFO College

APRIL 8, 2021

Implement an Easy-to-Use, Effective Marketing System. For us numbers people, one of the hardest things can be getting out in front of a CEO and talking yourself up enough to land a new client. That’s basic marketing, and a skill you are capable of if you just take the time to understand your prospects before reaching out.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

FEBRUARY 2, 2022

Number one is just the fact that we have multiple fee structures. So, that’s number one. Now, because of XYPN and kind of the different marketing funnels out there, people know what flat fee is and advice-only and all the different iterations of it. ” and, “How can I make myself more attractive in the system?”

Planning 130

Planning Math Numbers Investments 130

CFO News Room

JANUARY 24, 2023

In a note to me, Hauser summed up the case against Zients: ‘Biden at his best has picked battles with corporate America, from the tax plan funding the IRA to appointing regulators like Rohit Chopra, Gary Gensler, and Lina Khan to take on predatory behavior. ’” • So the narrative drives the market, not the market the narrative?

Manufacturing 130

Manufacturing Construction Economics Banking 130

Future CFO

SEPTEMBER 14, 2020

The virus continues to ravage the global population, effect changes in consumer behavior, unearth workforce planning challenges, precipitate demand drops, and create supply chain shocks across the business world. The truth of the matter is that COVID-19 is exposing gaps in current financial planning across the region.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. Did things change significantly since we updated the plan? Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 9, 2022

He has had a passion for finance and planning since high school, when he first started investing and doing his own taxes. To make the best decision for the right healthcare coverage strategy, it is important to evaluate the available plans with specific numbers.

Healthcare 130

Healthcare Planning Accounting Investments 130

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? ” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. Check out our FAS resource page !

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 20, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 15, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And especially with the market pullback now, most of those are paying out at 6% or 7%, and have been for the last seven, eight, nine years. Check out our FAS resource page ! Stacey: Thank you.

Planning 130

Planning Accounting Compliance Math 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

Nerd's Eye View

MARCH 10, 2023

Read More.

Tax Planning 88

Tax Planning Budgeting Practice Management Planning 88

Barry Ritholtz

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. RITHOLTZ: You’re in the middle of a 18-year or so giant 1,000% bull market. And Jack was adamant about, “Hey, cash flow and market share is an outcome.

Investments 109

Investments Profit and Loss Education Advertising 109

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Musings on Markets

MAY 11, 2021

Encourage savings/ capital formation : In an economy, where private capital is behind the bulk of economic investment and growth, governments are dependent up the health of capital markets (stocks and bonds) for continued growth.

Investments 52

Investments Valuation Treasury Forecasting 52

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Marketing 107

Marketing Treasury Banking Profit and Loss 107