Nerd's Eye View

MAY 31, 2024

Going beyond FPA’s existing PlannerSearch tool, the narrowed-down list is meant to help consumers identify a focused subset of the most reputable planners.

Tax Planning 95

Tax Planning Education Compliance Communication 95

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

CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. Estate planning is commonly a big point of discussion, as well. Author: Michael Kitces. Team Kitces. Is that basically the cycle?

Communication 130

Communication Planning Education Numbers 130

CFO News Room

NOVEMBER 22, 2022

” It’s constant communication through the year. And then we got the transition done, and then were able to get right back into financial planning mode where we’re doing the systematic reviews and getting everyone on board and used to the new systems. I know our education plan is on track for retirement.”

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 30, 2022

For instance, a 2022 Vanguard study found that consumers have different preferences for the planning services they want to be completed by a human and those to be done by a digital solution. The firms’ self-categorization was also reflected in the value they receive from using different types of advisor technology.

Planning 130

Planning Auditing Investments Securities 130

The CFO College

APRIL 8, 2021

Another key aspect of becoming a Valuable Expert is enhancing your education. Instructor : While continuing your education may seem obvious, many people overlook the importance of the “Instructor” aspect of “VIP.” You can do this through accumulating CPE credits and attending college or online training.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

CFO News Room

NOVEMBER 30, 2022

And the consequences for incorrect tax advice can include legal and financial penalties if a client were to be harmed by the wrong advice – which is often not covered by the firm’s E&O insurance –creating an expensive liability when tax advice goes wrong. When Tax Advice Is Restricted To Designated Tax Professionals.

Tax Planning 130

Tax Planning Compliance Planning Communication 130