Boston Startup CFO

OCTOBER 13, 2015

The accounting manager recommended that we audit our books, which seemed like a good idea, especially since we had been having conversations about getting acquired. Accounting Manager - Oversees a bookkeeper or staff accountant, might help with tax planning and payroll, and can provide basic financial reporting.

CFO 52

CFO Tax Planning GAAP Budgeting 52

The CFO College

APRIL 8, 2021

You want to talk about the value or benefits you can offer them, explaining how you can ease their pain points, such as how you can save them money in the long run by helping them with tax planning or minimizing their tax burden. You’d also leverage internal controls, risk mitigation, and corporate governance tools.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

CFO News Room

NOVEMBER 22, 2022

So, we have an internal centralized financial planning team, they are doing all the eMoney plans, all the portfolio manager. All of the tax planning, and all of the behind-the-scenes work. Matthew: That goes to the financial planning team to get it high level. We need paystubs, audit your tax withholdings.

Planning 130

Planning Communication Profit and Loss Education 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

Barry Ritholtz

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. And they bring a lot of value, right? They’ll construct the portfolio.

Investments 114

Investments Profit and Loss Education Advertising 114

CFO News Room

NOVEMBER 15, 2022

I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. Why Stacey Decided To Drop Her Broker-Dealer License [05:41]. Stacey: It’s an interesting story. It was all like, where’s this prospectus? Or, where’s this?

Planning 130

Planning Accounting Compliance Math 130

Global Finance

OCTOBER 31, 2024

Further highlighting its ability to cultivate partnerships is a recent upgrade of Ping An’s family office business, which now provides wealth and health management, generational development, charitable planning, and legal and tax-planning services. Those figures were up, respectively, 17%, 23 %, and 10% from a year prior.

Mergers and Acquisitions (M&A) 52

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

CFO Share

SEPTEMBER 15, 2021

Moreover, S-corps and pass-through companies are facing tax increases too…. Elimination of pass-through tax deductions. If you are a high-income S-corp, partnership, or sole proprietor, the proposed tax plan will eliminate your Qualified Business Income Deduction , commonly referred to as the pass-through deduction.

Profit and Loss 52

Profit and Loss CFO Tax Planning Auditing 52