CFO Share

MARCH 9, 2021

If you are selling products (or sometimes even services) in other states, be proactive to avoid hundreds of thousands of dollars in tax penalties: talk to your accountants to see if you need to do a nexus study. Take advantage of the Employee Retention Tax Credit . Or contact our accountants to see if your business qualifies.

Profit and Loss 52

Profit and Loss Compliance Tax Planning Accounting 52

CFO News Room

DECEMBER 30, 2022

How advisors are increasingly purchasing individual bonds rather than bond funds in client accounts. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. will affect surviving spouses who inherit retirement accounts from a deceased spouse.

Planning 130

Planning Auditing Investments Securities 130

CFO Plans

OCTOBER 21, 2024

Conduct a detailed profit and loss analysis to uncover the types and amounts of debt your business holds. Here, we share seven strategic tips to help entrepreneurs master debt management, paving the way for sustainable growth and business stability.

CFO 52

CFO Profit and Loss Startups Prioritization 52

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In fact, we probably would have been much more profitable. Author: Michael Kitces. Team Kitces. And that wasn’t scalable.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 28, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Tax Planning. He can be reached at [email protected].

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 23, 2022

A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected]. Further, SECURE 2.0

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

NOVEMBER 19, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning 130

Planning Leadership Accounting Healthcare 130