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

CFO Plans

OCTOBER 29, 2024

This article explores effective strategies for accounts receivable and payable management, offering actionable insights to enhance financial stability and promote growth. Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

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

JULY 18, 2024

From property management to rent collection and tax compliance, the need for specialized accounting services is paramount. Here, we explore how expert real estate accounting services can optimize your property management, streamline rent collection, and ensure compliance with tax regulations for sustained financial success.

Accounting 52

Accounting Compliance CFO Restructuring 52

CFO Plans

AUGUST 30, 2024

Leveraging technology to streamline accounting processes is no longer a luxury but a necessity. Discover how tech-enabled tools can transform your real estate accounting. The Challenges of Real Estate Accounting Real estate accounting is multifaceted, involving everything from property management to investment analysis.

Accounting 52

Accounting CFO Compliance Leverage 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 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

AUGUST 16, 2024

Whether you’re a seasoned property mogul or a budding real estate enthusiast, having a solid grasp of the tax implications tied to your investments is essential. This is where expert financial advisors and comprehensive accounting services come into play. Knowing which expenses qualify can save you a considerable amount.

Accounting 52

Accounting CFO Compliance Leverage 52

Nerd's Eye View

OCTOBER 14, 2022

While this will help seniors keep pace with rising prices, it also creates tax planning opportunities for advisors and raises the possibility that the Social Security Trust Fund could be depleted sooner than expected. Why accounting firms have become hot acquisition targets for RIAs.

Tax Planning 98

Tax Planning Practice Management Accounting Firms Securities 98

PYMNTS

OCTOBER 19, 2020

The OECD forecasted that the measures could bring in a further $100 billion in business tax revenues each year. . France Will Proceed With Controversial Digital Services Tax Plan. France will proceed with intentions to gather its controversial digital services tax in the middle of December, Accounting Today reported.

Tax Planning 57

Tax Planning Compliance Planning Economics 57

PYMNTS

NOVEMBER 25, 2020

users by email that they have 14 days to shutter their accounts and take out all their money or have their accounts locked, Decrypt reported. And Coinbase will not be providing a Form 1099-K for trades on the Coinbase exchange as of the 2020 tax year, according to a post from the company.

Tax Planning 97

Tax Planning Currencies Accounting Planning 97

CFO Plans

SEPTEMBER 24, 2024

Comprehensive accounting solutions are the lifeboat, offering the essential tools and expertise to streamline financial operations. This post delves into how end-to-end accounting solutions can significantly enhance efficiency and drive growth for small businesses. This flexibility ensures that businesses only pay for what they need.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

Nerd's Eye View

SEPTEMBER 6, 2024

Also in industry news this week: A probe by the Government Accountability Office found that the conflict-of-interest disclosures offered by many firms offering financial advice are often inadequate or confusing, making it hard for consumers to understand whether and when a financial professional is operating in their best interest A recent study has (..)

Treasury 98

Treasury Tax Planning Practice Management Compliance 98

Global Finance

DECEMBER 6, 2024

This is mainly due to the banks strong financial performance, bolstered by its best-in-class integration of wealth planning, personal banking, and bespoke financial services. In addition to these structural advancements, the bank has streamlined client interactions through digital enhancements, such as digitized account processes.

Banking 52

Banking Problem Solving Leadership Tax Planning 52

Nerd's Eye View

NOVEMBER 1, 2023

There are many tax planning strategies that allow financial advisors to demonstrate the ongoing value they provide to clients in exchange for the fees they charge. Advisors also can support the backdoor Roth process by communicating with clients' tax preparers about the strategy and why they are recommending it for their mutual client.

Tax Planning 98

Tax Planning Accounting Communication Planning 98

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math 98

Math Tax Planning Treasury Leverage 98

Nerd's Eye View

SEPTEMBER 20, 2024

Also in industry news this week: A coalition of organizations representing financial advisors is pressing Congress to include tax breaks for financial advisory fees amidst expected negotiations to address the pending expiration of several provisions of the Tax Cuts and Jobs Act A recent survey indicates that client referrals remain the chief source (..)

Tax Planning 98

Tax Planning Investments Numbers Marketing 98

Nerd's Eye View

SEPTEMBER 6, 2023

Which means that by taking into account a client's net worth, realistic liability risks, and level of sophistication, advisors can help assess what types of strategies may be appropriate for the client to explore. For instance, qualified plan assets (e.g., tenancy by the entireties and community property).

Education 98

Education Tax Planning Planning Accounting 98

E78 Partners

MARCH 3, 2025

Strengthen Finance and Accounting Teams : Ensure teams have public company expertise to meet SEC and investor expectations. Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

JUNE 27, 2024

One effective strategy businesses are adopting is outsourcing their accounting services. Discover how customized accounting can transform your business. In this article, we will explore how outsourced accounting services empower business growth through customized solutions. Get expert tax planning and maximize your savings.

Financial Reporting 52

Financial Reporting Tax Planning CFO Manufacturing 52

CFO Talks

NOVEMBER 11, 2024

Simplifying Tax Compliance Efficient Record-Keeping Regularly updating tax records is essential to simplify tax filings and minimise compliance risks. Investing in accounting software that aligns with South African tax requirements can reduce errors and ensure accurate submissions.

Compliance 52

Compliance CFO Leverage Tax Planning 52

Nerd's Eye View

MAY 12, 2023

Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)

Tax Planning 98

Tax Planning Practice Management Valuation Investments 98

Nerd's Eye View

APRIL 5, 2023

And while the near-constant drumbeat of proposed legislative actions that would further alter the estate planning landscape has led some planners to try to 'get ahead' of those changes by suggesting action in anticipation of those bills becoming laws, doing so can come with risks… especially when those proposals never come to fruition.

Planning 98

Planning Tax Planning Accounting 98

Nerd's Eye View

SEPTEMBER 16, 2024

For example, most Millennial and Gen Z clients can open their own investing account and buy index funds online with only minimal guidance from their advisor, so full-service investing might not offer enough value to a next-generation client to justify an ongoing planning fee.

Tax Planning 98

Tax Planning Planning Investments Practice Management 98

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

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

B2B 98

B2B Planning Tax Planning Technology 98

Future CFO

SEPTEMBER 3, 2024

Mayank Goel , Partner Indirect Tax at KPMG India , says that from the point-of-view of a CFO, visualising this involves integrating tax planning seamlessly into the broader corporate strategy. 1. Strategic Tax Planning and Risk Management - CFOs need to view taxes beyond mere compliance.

Leverage 59

Leverage Tax Planning Restructuring Strategic Planning 59

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

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

NOVEMBER 4, 2024

Technology and automation are revolutionizing Strategic Financial Planning , offering advanced tools for data analysis and decision-making. From AI-driven financial modeling to cloud-based accounting platforms, these innovations provide businesses with real-time insights and enhanced operational efficiency.

CFO 52

CFO Cost Management Leverage Planning 52

Nerd's Eye View

JULY 12, 2024

Also in industry news this week: 2 House committees this week advanced legislation that would halt implementation of the Department of Labor's new Retirement Security Rule, which, combined with ongoing lawsuits, threaten to derail the regulation either before or soon after it becomes effective in late September A Federal judge has put the future of (..)

Tax Planning 75

Tax Planning Leadership Communication Accounting 75

CFO Share

APRIL 5, 2022

Register with appropriate states and municipalities for a sales tax license. File returns and remit sales taxes routinely. While your in-house accounting team could perform steps 3 and 4, small businesses’ sales tax compliance is often outsourced entirely to agencies like CFOshare for efficiency and effectiveness.

Sales 98

Sales Auditing Compliance Tax Planning 98

Nerd's Eye View

JULY 12, 2022

In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)

Tax Planning 98

Tax Planning Leadership Planning Compliance 98

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

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 98

Communication Tax Planning Technology Planning 98

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