E78 Partners

MARCH 3, 2025

Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations. Enhance Treasury and Risk Management Functions: Prepare for public company treasury operations, including investor relations and cash management.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 28, 2022

And because clients will typically keep some assets in cash, crafting a cash-management strategy can be a way for clients to make more from their cash holdings and serve as a measurable way for advisors to generate their value. Tax Planning. donor-advised funds or qualified charitable distributions ).

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Spreadym

APRIL 27, 2023

Or, simply turn production metrics into money for complex planning. Features of budgeting and forecasting software help users plan the future cash flow. Cash flow management: Software tools for cash management can help business manage the performance of cash flow by providing detailed cash flow statements and projections.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

CFO News Room

DECEMBER 26, 2022

Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e., For advisors who are prohibited from giving tax advice, tax planning can be an alternative approach for discussing tax matters with clients.

Planning 130

Planning Benchmarking Profit and Loss Communication 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

CFO News Room

NOVEMBER 26, 2022

The end of the year is often a busy time for financial advisors, as they help clients with year-end tax planning, taking the proper RMDs, and other time-sensitive tasks. Meb Faber Research). But there are also some perhaps lesser-known opportunities to help clients save money and build loyalty in the process!

Mergers and Acquisitions (M&A) 130

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