CFA Institute

JANUARY 13, 2023

While risk management may be the key component of wealth preservation, what often gets overlooked is how much smart tax planning can do to help clients retain more of their wealth. After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.

Tax Planning 81

Tax Planning Planning Risk Management Marketing 81

Spreadym

APRIL 27, 2023

Tax planning: Some financial analysis and planning software includes tax planning tools that help users forecast and minimize tax liabilities and maximize tax deductions. It useful when company have to report financial results by national and international rules.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

CFO Network

FEBRUARY 14, 2024

Risk Mitigation Financial risks are inherent in any business. A Fractional CFO plays a crucial role in assessing and mitigating these risks. They implement risk management strategies to protect your company’s assets and ensure sustainability. A Fractional CFO is well-versed in tax planning and optimization.

CFO 52

CFO Tax Planning Strategic Planning Financial Analysis 52

Future CFO

JANUARY 15, 2024

“With the heightened risk of double taxation, getting certainty is at a premium,” said Tracee Fultz, EY Global Transfer Pricing Leader.

Tax Planning 52

Tax Planning Risk Management Technology Planning 52

Spreadym

NOVEMBER 3, 2023

Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO News Room

NOVEMBER 21, 2022

How confident are they that no year-end-tax-planning opportunities were missed across their entire client base? How easily can most advisors figure out the last time they reviewed their clients’ LTC, life, and disability needs? Or whether all Roth and backdoor Roth contributions were made by eligible clients?

Planning 130

Planning Concentration Communication Tax Planning 130

Barry Ritholtz

OCTOBER 19, 2022

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’ll do estate planning and other complex financial planning. They have a risk management technology. And they bring a lot of value, right?

Investments 108

Investments Profit and Loss Education Advertising 108