Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. This may involve contributing to retirement accounts (e.g.,

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

The CFO College

APRIL 8, 2021

For many bookkeepers and accountants, working remotely is a reality that has breathed energy back into the passion they feel for their work and their life. Another key aspect of becoming a Valuable Expert is enhancing your education. You’ll also want to grow your niche knowledge, if you practice within one.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

CFO News Room

NOVEMBER 9, 2022

Health Savings Accounts (HSAs) are one of the most popular savings vehicles because of their triple-tax advantage: account owners can take an above-the-line tax deduction for eligible contributions, growth in the account is tax-deferred, and withdrawals are tax-free if they are used for qualified healthcare expenses.

Healthcare 130

Healthcare Planning Accounting Investments 130

Global Finance

OCTOBER 31, 2024

Investment research and education is another trending area for consumer-oriented innovation. Offerings include corporate accounts, cross-border yuan settlement, litigation services, and foreign exchange trading. Investor education events are regularly held for clients.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Risk Management Construction 52

CFO News Room

DECEMBER 30, 2022

How advisors are increasingly purchasing individual bonds rather than bond funds in client accounts. will affect surviving spouses who inherit retirement accounts from a deceased spouse. In addition to previously available options for the inherited account (e.g., Another measure in SECURE 2.0

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 21, 2022

How confident are they that no year-end-tax-planning opportunities were missed across their entire client base? This lets us see which clients still need to fund their accounts to maximize their contributions before the tax deadline so that we can avoid missing a Roth contribution for eligible clients.

Planning 130

Planning Communication Concentration Tax Planning 130

CFO News Room

NOVEMBER 22, 2022

At the time, due to internal protocols as well, we were required to meet with everyone if they had an advisor account, whether someone had $50,000 or $5 million. These are young doctors that…” One of the tactics that worked against us was, “Oh, Matt, he’s so busy, he only works with big accounts now.

Planning 130

Planning Communication Profit and Loss Education 130

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

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

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product.

Investments 112

Investments Profit and Loss Education Advertising 112

Barry Ritholtz

AUGUST 15, 2023

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. That was never part of the plan, didn’t happen. What was interesting was I had said to him, “Well, let’s make this really educational. It’s part of their own tax planning. And so that’s what we did.

Investments 52

Investments Benchmarking Marketing Treasury 52