CFO Plans

SEPTEMBER 24, 2024

By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability. It involves predicting future financial outcomes by analyzing past and present financial data, market trends, and economic conditions.

Forecasting 52

Forecasting Planning Strategic Planning CFO 52

Future CFO

JANUARY 15, 2024

Fear of double taxation emerges among businesses amid global tax reform, said EY recently. Global tax reform, ineffective use of technology and economic uncertainty are putting significant strain on business’ transfer pricing (TP) capabilities, according to the 2024 EY International Tax and Transfer Pricing Survey.

Tax Planning 52

Tax Planning Risk Management Technology Planning 52

Spreadym

NOVEMBER 3, 2023

This may involve contributing to retirement accounts (e.g., Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Tax Planning: Optimize your tax strategy to minimize your tax liabilities and maximize your after-tax income.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. And the economics, they ultimately worked out long term. That’s it.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

OCTOBER 19, 2022

You know, we do the typical stuff, market economic outlooks and research there, product research. 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.

Investments 112

Investments Profit and Loss Education Advertising 112

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. Michael: Is there a structure for the subsequent meetings in the year or just whatever comes up based on the financial plan meeting we did at the beginning of the year?

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. RITHOLTZ: I love this quote from a piece you wrote about risk. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52