CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology 52

Technology Accounting CFO Tax Planning 52

CFO Plans

SEPTEMBER 24, 2024

With so many responsibilities on your plate, why not streamline your financial processes with a one-stop-shop for all your small business tax and accounting needs? Small Business Financial Advisory: Your Strategic Partner for Growth Small businesses thrive on strategic planning and informed decision-making.

Accounting 52

Accounting Tax Planning CFO Risk Management 52

Nerd's Eye View

OCTOBER 14, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Cost Of Living Adjustment (COLA) for Social Security beneficiaries will be 8.7% Why accounting firms have become hot acquisition targets for RIAs. for 2023, the largest COLA since 1981.

Tax Planning 98

Tax Planning Practice Management Accounting Firms Securities 98

CFO Plans

JUNE 14, 2024

In today’s AI-powered business environment, accounting is no longer just about crunching numbers. Let’s explore five key accounting services that can transform your business operations and help you stay ahead of the competition.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

CFO Plans

MAY 30, 2024

Yet, many businesses struggle with the complexities of accounting, often leading to costly mistakes and missed opportunities. Discover how outsourcing accounting services can improve your financial health , enabling businesses to focus on growth while ensuring their financial health is in expert hands.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO Plans

SEPTEMBER 24, 2024

Whether you’re navigating the early stages of a startup or managing the complexities of an expanding enterprise, scalable accounting solutions are essential. Discover Scalable Accounting Solutions Small Business Financial Advisory Lays the Foundation When launching a startup, every financial decision counts.

Startups 52

Startups Accounting CFO Tax Planning 52

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. And notably, while no single change in SECURE 2.0

Mergers and Acquisitions (M&A) 130

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

Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges.

Nonprofit 98

Nonprofit Tax Planning Planning Accounting 98

Nerd's Eye View

SEPTEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets (..)

Tax Planning 98

Tax Planning Investments Numbers Marketing 98

E78 Partners

MARCH 3, 2025

Public company reporting requirements are significantly more demanding than those for private firms, with the Securities and Exchange Commission (SEC) imposing strict financial disclosure standards. Strengthen Finance and Accounting Teams : Ensure teams have public company expertise to meet SEC and investor expectations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

CFO Talks

NOVEMBER 11, 2024

Employment Taxes Pay-As-You-Earn (PAYE) : Collected on employees’ income, PAYE is an employer’s responsibility to remit to SARS. Unemployment Insurance Fund (UIF) : This social security tax supports unemployed workers. Both employers and employees contribute, typically 1% of earnings each.

Compliance 52

Compliance CFO Leverage Tax Planning 52

Nerd's Eye View

JULY 24, 2024

When the original SECURE Act was passed in December 2019, it brought sweeping changes to the post-death tax treatment of qualified retirement accounts.

Tax Planning 76

Tax Planning Accounting Securities Planning 76

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

Practice Management 98

Practice Management Tax Planning Planning Securities 98

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. Tax Planning. Retirement Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Nerd's Eye View

SEPTEMBER 7, 2022

For example, advisors who use a Customer Relationship Management (CRM) tool may be able to use that tool to narrow down the list of clients to those who are good tax-loss-harvesting candidates, such as those in higher tax brackets (who are likelier to realize more value from deducting capital losses). With these three tools (i.e.,

Tax Planning 98

Tax Planning Investments Sales Planning 98

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning. How advisors are increasingly purchasing individual bonds rather than bond funds in client accounts.

Planning 130

Planning Auditing Investments Securities 130

Nerd's Eye View

JULY 12, 2024

Which suggests that while firms might be tempted to zero in on compensation when it comes to retaining advisors, focusing on these other factors (which do not necessarily involve hard dollar expenses) could pay off in the form of increased advisor (and client) retention over time.

Tax Planning 75

Tax Planning Leadership Communication Accounting 75

CFO Plans

SEPTEMBER 24, 2024

Managing taxes efficiently is one of the most daunting tasks, often leading to stress and potential financial pitfalls. Operational accounting services offer crucial support, ensuring financial health and compliance. These tools offer comprehensive accounting solutions, allowing businesses to focus on growth rather than bookkeeping.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Plans

AUGUST 23, 2024

Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO 52

CFO Tax Planning Leverage Budgeting 52

CFO Plans

OCTOBER 9, 2024

Learn How CFO Plans Can Boost Your Financial Health Corporate Tax Planning for Proactive Financial Management Corporate tax planning is a fundamental aspect of successful tax compliance. As a result, they were able to invest more in innovation, fueling further growth.

Compliance 52

Compliance Tax Planning CFO Concentration 52

CSC Advisors

SEPTEMBER 27, 2024

5 Tips to Maximize Your SBA Loan Benefits This Tax Season Securing a Small Business Administration (SBA) loan can be a game-changer for your business, providing the necessary capital to invest in growth and operations. Maximize Interest Deductions The interest paid on your SBA loan is generally tax-deductible as a business expense.

Tax Planning 52

Tax Planning Leverage Planning Securities 52

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). George Kinder, the founder of Life Planning, developed 3 questions that probe deeper into a client’s hopes, dreams, and fears, to help advisors develop complete and impactful financial plans.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO Plans

SEPTEMBER 24, 2024

Unlocking the Power of Virtual Accounting Services for Small Businesses Virtual accounting services for small businesses provide access to high-quality financial expertise without the hefty price tag. Learn more about the benefits of virtual accounting. Explore cloud-based accounting solutions.

CFO 52

CFO Startups Tax Planning Accounting 52

Spreadym

APRIL 27, 2023

Tax planning: Some financial analysis and planning software includes tax planning tools that help users forecast and minimize tax liabilities and maximize tax deductions. Read here how API can help manage planning and budgeting process in your business.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

CFO Simplified

MARCH 7, 2024

The CTA and the disclosure obligations it imposes upon reporting companies is designed to help safeguard national security and provide US law enforcement agencies with an additional tool to fight financial crimes, such as money laundering, trafficking, tax fraud, and other illicit activities.

Tax Planning 59

Tax Planning Compliance Restructuring Treasury 59

CFO Thought Leader

OCTOBER 6, 2024

” – Mark Partin, CFO, BlackLine CFOTL: Many of us know BlackLine as a cloud software company that helps firms to manage their accounting. Our humble beginnings evolved through trying to help accountants to close their books through account reconciliations, matching transactions, and managing the tasks of far-flung accounting operations.

CFO 52

CFO Leadership Tax Planning Problem Solving 52

CFO Plans

SEPTEMBER 6, 2024

Fractional CFOs usually have a network of professionals providing outsourced tax preparation services, business tax planning services, and accounting and finance consulting. Explore comprehensive financial support with CFO Plans. They help present your financials effectively to attract investors and secure funding.

CFO 52

CFO Startups Tax Planning Planning 52

CFO Simplified

MARCH 7, 2024

The CTA and the disclosure obligations it imposes upon reporting companies is designed to help safeguard national security and provide US law enforcement agencies with an additional tool to fight financial crimes, such as money laundering, trafficking, tax fraud, and other illicit activities.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

CFO News Room

NOVEMBER 15, 2022

And so, what we did, and I guess the advantage of being with a broker-dealer is those are now Commonwealth house accounts. Just they’re Commonwealth house accounts, so that slice of what was 6% of revenue, it goes to them. They’re just handling the existing house accounts that are there. Stacey: Absolutely.

Planning 130

Planning Accounting Math Compliance 130

CFO Plans

SEPTEMBER 24, 2024

Cloud-Based Accounting Solutions for Startups Virtual CFOs leverage advanced cloud-based accounting solutions to streamline financial operations. Learn more about cloud-based accounting solutions today. Get expert cash flow management advice to secure your startup’s future.

Startups 52

Startups CFO Financial Analysis Risk Management 52

CFO News Room

DECEMBER 17, 2022

Among respondents without an advisor, 27% said they would be interested in receiving help on retirement income planning (27%), Social Security and Medicare advice (22%), developing a financial plan (22%), and tax guidance (21%), though notably tax guidance was the top area cited among those with at least $500,000 in assets.

Planning 130

Planning Education Investments Benchmarking 130

CFO Plans

OCTOBER 21, 2024

A manufacturing firm successfully renegotiated their loan to secure a lower interest rate. Aligning with expert partners like CFO Plans can make all the difference, ensuring your business remains resilient and growth-oriented amidst financial challenges.

CFO 52

CFO Profit and Loss Startups Prioritization 52

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. So, we do look at clients from the complexity of what type of planning they have.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Future CFO

SEPTEMBER 14, 2020

Paper-based processes became obsolete and secure access to standalone applications posed technical challenges. The truth of the matter is that COVID-19 is exposing gaps in current financial planning across the region. No one can really give you a precise outlook for what's going to happen,” he explained.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

CFO Plans

OCTOBER 15, 2024

Importance of Adhering to Financial Reporting Standards Accurate and transparent financial reporting is vital for maintaining investor confidence and securing funding. Engaging in CFO compliance consulting can provide invaluable insights into effectively managing these risks.

Compliance 52

Compliance CFO Startups Risk Management 52

CFO News Room

NOVEMBER 8, 2022

But we want it on the calendar so that we keep clients and ourselves accountable so that we make sure that those meetings actually do happen. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability.

Restructuring 130

Restructuring Planning Marketing Accounting 130

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130