CSC Advisors

SEPTEMBER 27, 2024

Understanding how to maximize tax benefits can significantly impact your bottom line, allowing you to reinvest in your business and improve cash flow. Maximize Interest Deductions The interest paid on your SBA loan is generally tax-deductible as a business expense.

Tax Planning 52

Tax Planning Leverage Prioritization Planning 52

CFO News Room

NOVEMBER 28, 2022

Because the advisor’s target client will probably only have certain planning needs (and may not require others), advisors can offer the value-adds from the hundreds of options available that best serve this target client. Tax Planning. Retirement Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO Share

JULY 13, 2023

Growth planning should include your executive team and a CPA for tax planning purposes. Examples include website visits, prospect meetings booked, or CPM (for paid advertising.) Accountants are conservative and tend to keep expense controls too long, constraining financial growth and hurting profitability.

CFO 40

CFO Forecasting Tax Planning Sales 40

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 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).

Planning 130

Planning Securities Accounting Tax Planning 130

CFO News Room

DECEMBER 20, 2022

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. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

CFO News Room

FEBRUARY 2, 2022

So, I don’t have to have this great call and then at the end of it, tell someone, “Yeah, that all sounds great and if you want that, you move all your accounts over and that’s the only way we’ll work with you. ” And that stuff obviously is extremely helpful going into those phone calls.

Planning 130

Planning Math Numbers Investments 130