CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. 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. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

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 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. 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? So the harvest losses to offset future gains. And we take that profit, and we do two things with it.

Investments 109

Investments Profit and Loss Education Advertising 109

CFO Share

MARCH 9, 2021

This year will be particularly complex as provisions from the CARES act unwind and the sales tax landscape continues its tortuous evolution. Sales tax risk is on the rise for small businesses. Sales tax risk is on the rise for small businesses. Plan for repayment of deferred social security taxes.

Profit and Loss 52

Profit and Loss Compliance Tax Planning Accounting 52

CFO Share

MARCH 16, 2021

“First major tax hike since 1993” according to Bloomberg. As a fractional CFO , my first reaction to any tax reform is: what does this mean for small business? How does tax reform affect small business? There are two proposed changes that will affect small business income taxes. All the other tax changes.

Profit and Loss 40

Profit and Loss CFO Tax Planning Startups 40