VCFO

NOVEMBER 1, 2023

Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail. This is certainly true in the area of taxation, where there are often opportunities to legally minimize or defer the timing of tax payments and to claim income tax credits.

Finance 88

Finance Strategic Planning Auditing CFO 88

Planful

SEPTEMBER 22, 2016

You need to consider all of the potential outcomes of scenarios, incorporate tax planning and capital expenditures, plan for potential alterations to the budget plan that could skew financial allocation, etc. Rely on benchmarks and external indicators to improve accuracy. Use Software to Improve Performance.

Budgeting 40

Budgeting Financial Planning and Analysis (FP&A) Strategic Planning Forecasting 40

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

NOVEMBER 28, 2022

For instance, advisors can help clients plan for a major purchase, such as a home or car, from assessing its impact on their broader plan to comparing financing options. Tax Planning. In addition to managing investments, tax planning is another area where advisors can demonstrate their value in dollar terms.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Global Finance

DECEMBER 6, 2024

For 10 consecutive years, Global Finance has recognized the leaders and visionaries in the private banking industry through our Worlds Best Private Banks awards. These include first-class risk analytics and portfolio management services that serve as a benchmark for many in the industry.

Banking 97

Banking Education Leadership Investments 97

CFO News Room

DECEMBER 17, 2022

Among those who do not, the perceived cost was the most common reason given (38%), followed by not having enough money (33%), having a financial situation simple enough to handle on their own (27%) and enjoying handling their finances themselves (17%). But many firms will find that their client referral rates are flat.

Planning 130

Planning Education Investments Benchmarking 130