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Weekend Reading For Financial Planners (Dec 24-25) 2022

CFO News Room

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. Roth conversion cost averaging for retirees who have not reached RMD age or increasing contributions to tax-advantaged accounts for clients who are still working).

Mergers and Acquisitions (M&A) 130
Mergers and Acquisitions (M&A) Planning Valuation Securities 130
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Restructuring Compensation And Roles To Align For Growth

CFO News Room

NOVEMBER 8, 2022

And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. And then we look at estate planning. And then in the fall, we look at tax planning. Is it at 1.5%?

Restructuring 130
Restructuring Planning Accounting Marketing 130
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