Nerd's Eye View

FEBRUARY 5, 2025

Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses.

Accounting 93

Accounting Healthcare Planning Investments 93

Future CFO

FEBRUARY 3, 2025

The accountancy profession is at a pivotal crossroads as it grapples with significant challenges going forward, with technological advancements and shifting workforce dynamics in the driver's seat. Yet, rather than replacing accountants, AI redefines their roles, allowing them to focus on strategic decision-making and value creation.

Accounting 64

Accounting Education CFO Finance 64

The Finance Weekly

DECEMBER 1, 2024

Let’s talk about something every business owner and accountant deals with— account reconciliation. If you’ve ever wondered what account reconciliation is all about or how to do it effectively, this guide has got you covered. What Is Account Reconciliation? Bank Reconciliation This is the most common type.

Reconciliations 52

Reconciliations Accounting General Ledger Invoicing 52

CFO Plans

DECEMBER 16, 2024

Start Saving on Accounting Costs Today and transform your entrepreneurial journey with innovative financial solutions. The financial services industry is rapidly evolving, and entrepreneurs are discovering the transformative impact of cost-saving accounting services.

Accounting 52

Accounting CFO Leadership Prioritization 52

Barry Ritholtz

NOVEMBER 15, 2023

Instead, we can deploy small hacks to thwart your own worst instincts and behaviors ; by making small changes in your outlook and investment process, you can channel these behaviors into less destructive outlets. 2 – Use a Cowboy Account : Set up a separate trading account with a few percent of your liquid net worth (no more than 5%).

Investments 137

Investments Economics Finance Marketing 137

Barry Ritholtz

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investments 64

Investments Marketing Securities Economics 64

Global Finance

DECEMBER 27, 2024

Tanzanias socioeconomic transformation drives economic dominance by attracting substantial investments and dominating intraregional trade. Stable democracy, accompanied by critical economic reforms and interventions, has seen Tanzania emerge as a bastion of foreign direct investment (FDI). Outsiders, however, are taking note.

Foreign Exchange 144

Foreign Exchange Investments Economics Currencies 144

CFO Share

JANUARY 2, 2025

For years, we have struggled to compete with Bench’s war chest as they invested millions into digital marketing, crowding out small firms like us. But four days before year-end the busiest time of year for accounting firms they ran out of cash and ceased operations. Here’s how it happens.

Startups 52

Startups Accounting Prioritization Securities 52

Musings on Markets

DECEMBER 11, 2024

I had taken a job as a teaching assistant, almost entirely because I needed the money to pay my tuition and living expenses, and in a subject (accounting) that did not excite me in the least. My Motives for Teaching I was in the second year of my MBA program at UCLA, when I had my moment on grace.

Valuation 130

Valuation Corporate Finance Finance Investments 130

Barry Ritholtz

OCTOBER 20, 2023

“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes. It does that splendidly.”

Investments 136

Investments Math Currencies Transportation 136

Future CFO

FEBRUARY 2, 2025

Implementation Budget and Costs: The investment (budget and resources) for implementing AI in finance, including technology refreshment, change management towards best practices and training, can be challenging for businesses in APAC, especially for small and mid-market companies.

Accounts Payable 52

Accounts Payable Accounting Invoicing CFO 52

CFO Dive

MAY 6, 2022

FASB has generally been cautious about moving to standardize accounting for bitcoin and other digital asset investments but its stance appears to be shifting.

Investments 293

Investments Accounting 293

Global Finance

FEBRUARY 5, 2025

That goal will depend partly on the success of an associated Foreign Direct Investment Strategy aimed at significantly boosting FDI across the board. The goal is for Turkey to account for 1.5% EVs are expected to account for 30% of total auto sales by the end of this year. of global FDI and 12% of regional FDI by 2028.

Foreign Exchange 117

Foreign Exchange Economics Investments Prioritization 117

CFO Dive

JULY 12, 2022

The guidance, issued in 2014 partly to encourage investments in low-income housing projects that might otherwise lack capital, could ultimately impact Solar Investment Tax Credits and other programs.

Accounting 157

Accounting Investments 157

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Corporate Governance & Descriptive 1.

Corporate Finance 119

Corporate Finance Valuation Finance Numbers 119

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

Global Finance

JANUARY 2, 2025

Baruch Lev is Philip Bardes professor emeritus of Accounting and Finance, Kaufman Management Center, Leonard N. Feng Gu is chair and professor of Accounting and Law at the School of Management, State University of New York at Buffalo. There was a large, continuous increase in write-offs of goodwill in investment in acquisitions.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Nerd's Eye View

DECEMBER 18, 2024

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. To minimize regulatory concerns regarding the reasonableness of advisory fees, firms can establish internal standards for service-related recordkeeping.

Planning 98

Planning Compliance Advertising Investments 98

Global Finance

OCTOBER 28, 2024

To tackle the shortage of accountants, KPMG, Deloitte and their colleagues at PricewaterhouseCoopers (PwC) and EY have embraced the development of alternative pathways to CPA licensure. To become a certified public accountant (CPA), candidates would no longer need to present 150 college credit hours.

Management Consulting 98

Management Consulting CFO Accounting Finance 98

Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. Tech companies age in dog years, and the consequences for how we manage, value and invest in them are profound.

Corporate Finance 121

Corporate Finance Valuation Investments Finance 121

Global Finance

NOVEMBER 5, 2024

The wider concepts and standards of Sharia-compliant investment by their nature lend themselves well to the sustainability agenda. Investments in alcohol, tobacco or military activities are prohibited anyway because these activities go against the well-being of individuals. Even one of the largest funds in the world, Norway’s $1.6

Finance 116

Finance Communication Economics Investments 116

Fpanda Club

JANUARY 23, 2025

Such tasks as reconciling accounts, monthly closing, preparing financial statements are part of the accounting cycle and are typically managed by accounting departments. This misunderstanding often leads them to make requests that are outside the FP&A scope, such as transactional accounting tasks or detailed data pulls.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

CFO Talks

OCTOBER 2, 2024

Chinese Study highlights limitations on IAS 38, accounting for intangible assets A recent study from China highlighted the limitations of IAS 38 —the International Accounting Standard that governs intangible assets—and its impact on innovation, particularly in high-tech industries.

Accounting 98

Accounting CFO Economics Accounting Standards 98

CFO Dive

OCTOBER 9, 2023

The asset management firm has shifted resources to climate-specific funds after the SEC updated the “Names Rule” to increase accountability on ESG funds.

Investments 144

Investments Accounting 144

Global Finance

MARCH 26, 2025

The key distinction lies in the requirement for legal documentation specifying how proceeds will be allocated, ensuring transparency and accountability. This is one important role that social bonds can play in supporting infrastructure investment. This should result in further issuances across various regions and sectors.

Healthcare 93

Healthcare Education Finance Banking 93

CFO Talks

NOVEMBER 14, 2024

Within finance teams, it’s about ensuring accountability and transparency. By leading with openness and accountability, a CFO can set a tone that encourages others to work more transparently and cooperatively. Transparency creates a sense of shared purpose and accountability.

CFO 97

CFO Communication Construction Finance 97

Future CFO

SEPTEMBER 23, 2024

As the business world's thirst for mastering technological advancements properly intensifies, with the seemingly never-ending developments in artificial intelligence, automation, and machine learning, it is expected that organisations steer their priorities towards investments on the IT side.

Investments 97

Investments CFO Leadership Leverage 97

Future CFO

NOVEMBER 19, 2024

"Southeast Asia’s strong consumer base, growing middle class, and strategic importance in sectors like real estate, healthcare, and renewable energy remain attractive to investors," says Hwee Ling Tay , accounting & reporting assurance leader at Deloitte Southeast Asia. "As For the first 10.5

Marketing 98

Marketing Healthcare Currencies Numbers 98

Global Finance

OCTOBER 30, 2024

Fitch upgraded the country’s sovereign rating to investment grade in July, to BBB- from BB+, with a stable outlook, and upgraded several Azeri commercial and banking entities, including SOCAR and ABB, the International Bank of Azerbaijan. of GDP in 2024. He’s gotten away with a lot, and I expect this to continue,” she adds. “He

Investments 105

Investments Transportation Finance Economics 105

Global Finance

DECEMBER 10, 2024

The Platinum (mass affluent) segment customer is a power user of credit card services, with an above-average spend per transaction, while the Premium (top-tier affluent) segment is the overall leader for deposits and current and savings account holdings (CASA). GF: What are some of the key developments within Islamic finance?

Finance 94

Finance Banking Investments Accounting 94

Navigator SAP

JULY 8, 2022

Created by SAP, the world’s largest maker of ERP software, it integrates and automates every aspect of your business—financial and accounting, operations, human resources, customer service, and more. The level of insight Business One gives your business makes this an investment well worth the price.

SAP 239

SAP Investments Accounting Planning 239

Global Finance

NOVEMBER 1, 2024

It has played pivotal roles, serving as co-chair of the Transition Finance Taskforce of the Green Investment Principle (GIP) for the Belt and Road initiative, vice-chair of the China Council of the Sustainable Markets Initiative (SMI). As of June, 2024, the bank has established 389 sub-branches featured with green finance services.

Finance 98

Finance Banking Risk Management Construction 98

Global Finance

OCTOBER 28, 2024

None of which, however has thus far discouraged foreign direct investment. A leading foreign company operating in Togo is Heidelberg Material, which is planning new investments in environmental and industrial sectors and funding sustainable solutions in cement production using alternative materials. GRP growth (2023): 5.4%

Economics 98

Economics Manufacturing Investments Currencies 98

Future CFO

MARCH 3, 2025

By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. CFOs, controllers, and management accountants must embrace agility and foresight to thrive in this dynamic environment. This doesn't necessarily translate to job losses, but rather a shift in required skills.

Finance 69

Finance Communication Leadership Profit and Loss 69

Nerd's Eye View

JUNE 12, 2024

For example, if an advisor recommends an investment that prioritizes the commission they would receive rather than any benefit the client would derive from it, they could incur fines and sanctions for violating their fiduciary duty as an advisor.

Investments 98

Investments Prioritization Accounting Compliance 98

CFO Talks

FEBRUARY 10, 2025

Its not merely numbers on a page but its the heartbeat of accountability and the foundation of trust with external stakeholders, particularly investors. In 2014, an accounting error resulted in the company overstating its income by R849 million. However, the long term savings far outweigh the investment. A solution?

Financial Reporting 90

Financial Reporting IFRS Leadership Reconciliations 90

CFO Selections

JUNE 3, 2024

In this comprehensive guide to buying and selling businesses, our expert CFOs provide all the finance and accounting information you need when entering into a transaction. Likewise, such organizations may be supported by a finance and accounting function that has not participated in the purchase or sale of a business.

Accounting 98

Accounting Finance Sales Investments 98