Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Concentration 97

Concentration Practice Management Treasury Numbers 97

VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Accounts Receivables, however, often include a mix of relatively liquid and illiquid assets depending on payment terms, agreements, and other factors. What a time to be alive and in business.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

CFO News Room

NOVEMBER 21, 2022

As such, client meeting seasons are held in both the spring (March through May) and the fall (September through November), with most meetings currently concentrated in April and October. Our process is thoughtfully planned around tax deadlines and includes meetings with our clients twice per year. software changes). When Clients Can’t Meet.

Planning 130

Planning Concentration Communication Tax Planning 130

CFO News Room

NOVEMBER 28, 2022

Along with designing a client’s asset allocation , optimizing asset location is another way advisors can add value as putting different investments in taxable versus tax-deferred accounts can have a significant impact on after-tax returns. Retirement Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 29, 2022

For the most part, we also have, out of those 195, a lot of those are also some legacy clients that have been around for a very long time, that maybe have brokerage accounts that are no longer advisory, right, so, but I am including that in there. Or how do we work around a concentrated stock position, right?

Leverage 130

Leverage Planning Concentration Tax Planning 130