CFO Plans

JUNE 14, 2024

Cloud-based accounting software offers a seamless, efficient, and secure way to manage your finances. Case Study: A mid-sized retail company transitioned from traditional accounting methods to a SaaS-based accounting software solution. The startup was able to scale effectively while maintaining financial stability.

Accounting 52

Accounting CFO Manufacturing Tax Planning 52

Nerd's Eye View

OCTOBER 5, 2022

In recent years, numerous software solutions have sprung up that aim to automate the process of tax-loss harvesting. Ultimately, the key point is that tax-loss harvesting is a tax planning strategy and not (just) a portfolio management strategy. Read More.

Technology 87

Technology Tax Planning Advertising Planning 87

CFO Plans

MAY 30, 2024

Outsourced Tax Accounting Services Ensure Compliance and Savings Navigating the labyrinth of tax regulations can be daunting for any business. Outsourced tax accounting services provide expert advice, ensuring compliance and optimizing tax strategies. Streamline your real estate financial management.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO News Room

NOVEMBER 28, 2022

Despite the traditional emphasis on portfolio management among advisors (and some consumers), the growing recognition among consumers of the value of comprehensive financial planning has given advisors the opportunity to change how they discuss their value proposition. Tax Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. 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? We serve retail investors.

Investments 108

Investments Profit and Loss Education Advertising 108

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

Barry Ritholtz

OCTOBER 3, 2023

It had gone from a fairly, fairly heavy retail business to a very institutional business. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division. We now had the securities business.

Marketing 106

Marketing Treasury Banking Profit and Loss 106