Nerd's Eye View

MAY 31, 2024

House of Representatives and is now being considered in the Senate would increase the number of firms classified as “small entities” and would require the SEC to assess the impact of proposed regulation on this newly enlarged class of investment advisers (which tend to have fewer compliance staff and resources available compared to larger (..)

Tax Planning 95

Tax Planning Education Compliance Communication 95

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

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

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. Integrated accounting services in the cloud also enhance data protection, crucial for maintaining trust and compliance.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

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

CFO Plans

AUGUST 9, 2024

Modern businesses need comprehensive financial strategies that ensure compliance, drive growth, and improve efficiency. Discover how CFO Plans can transform your financial management and set your business on the path to success. Optimize your tax planning with expert services.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO Plans

JUNE 14, 2024

Get started with manufacturing accounting solutions Real Estate Financial Services to Maximize Property Investments Real estate ventures come with their own set of financial complexities. Real estate financial services offer tailored solutions to manage property investments, from acquisition to disposition.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

CFO Plans

JUNE 13, 2024

Strategic Financial Planning for Growth Fractional CFOs bring a strategic perspective to financial planning, helping businesses develop long-term strategies, optimize their capital structure, and make informed decisions about investments and growth opportunities.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

Spreadym

APRIL 27, 2023

Investment analysis: Business software tools for investment analysis allow you to analyze investment options and evaluate their potential returns. Tax planning: Some financial analysis and planning software includes tax planning tools that help users forecast and minimize tax liabilities and maximize tax deductions.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

CFO Plans

AUGUST 2, 2024

This evolution allows accounting professionals to focus on strategic activities such as business tax planning and CFO consulting for tech startups, rather than getting bogged down with routine tasks. Automation can also assist in business tax planning by ensuring compliance and optimizing tax strategies.

Technology 52

Technology Accounting CFO Tax Planning 52

CFO Plans

JUNE 7, 2024

Strategic Financial Planning for Growth Fractional CFOs bring a strategic perspective to financial planning, helping businesses develop long-term strategies, optimize their capital structure, and make informed decisions about investments and growth opportunities.

CFO 52

CFO Tax Planning Manufacturing Leverage 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

The Challenges of Real Estate Accounting Real estate accounting is multifaceted, involving everything from property management to investment analysis. Regulatory Compliance in Real Estate Keeping up with ever-changing tax laws and regulations can be daunting, especially in the real estate sector where compliance is crucial.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Talks

AUGUST 21, 2024

Regulatory Compliance and Taxation Challenge: The regulatory environment in Africa is complex and can change quickly. Staying informed about upcoming changes allows for proactive adjustments in financial reporting and tax planning. CFOs must balance short-term financial stability with long-term growth goals.

Corporate Finance 52

Corporate Finance Finance Cash Flow Forecasting IFRS 52

CFO Plans

OCTOBER 15, 2024

For small businesses, the challenge is unraveling these regulations and implementing effective compliance measures. Embracing business tax compliance solutions tailored to the specific needs of small enterprises can help avoid costly penalties and ensure seamless operations.

Compliance 52

Compliance CFO Startups Risk Management 52

Future CFO

MAY 24, 2020

Beyond that, CFOs are expected to optimise every investment dollar for maximum returns on investments and be involved in all discussions and matters that have a financial impact on the company. Source: How a reimagined tax and finance function can improve your bottom line, EY 2020.

Finance 52

Finance Compliance Restructuring Tax Planning 52

CFO Plans

AUGUST 16, 2024

In the intricate world of real estate, navigating complex tax laws can often feel like walking through a maze. As an investor, understanding tax laws is crucial to maximizing your returns and ensuring compliance. A seasoned financial consultant can offer tailored advice that aligns with your investment goals.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Plans

SEPTEMBER 6, 2024

Fractional CFOs usually have a network of professionals providing outsourced tax preparation services, business tax planning services, and accounting and finance consulting. Explore comprehensive financial support with CFO Plans. Keeping up with regulatory compliance can be daunting.

CFO 52

CFO Startups Tax Planning Planning 52

CFO Thought Leader

OCTOBER 6, 2024

But, recently, we have found that the CFO and the CIO now recognize that they need to work more closely together to drive greater investment in the modernization of financial systems. We bought one company as an investment in improving and profiting from this type of office-efficiency opportunity. Things have changed.

CFO 52

CFO Leadership Tax Planning Problem Solving 52

CFO Plans

SEPTEMBER 24, 2024

Whether you’re navigating the complexities of scaling or seeking new investment opportunities, an outsourced CFO brings a wealth of experience to the table. Hassle-Free Tax Compliance for Small Business Navigating the complexities of tax compliance for small business can be daunting.

CFO 52

CFO Startups Compliance Accounting 52

CFO Plans

SEPTEMBER 24, 2024

Virtual CFOs provide startup financial advisory services, offering strategic insights and guidance on financial planning, investment decisions, and risk management. Tax Compliance Services for Small Business Navigating tax compliance can be daunting for startups.

Startups 52

Startups CFO Financial Analysis Risk Management 52

CFO Plans

SEPTEMBER 24, 2024

Implementing Business Cash Flow Management practices helps ensure that your business has the liquidity needed to cover expenses, invest in growth opportunities, and weather financial challenges. Financial Reporting and Compliance for Accuracy and Accountability Staying compliant with financial regulations is non-negotiable.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 30, 2022

Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO Plans

SEPTEMBER 24, 2024

This process provides a strategic roadmap for decision-making and planning, enabling businesses to allocate resources efficiently and set realistic financial goals. This proactive approach is vital for strategic planning and long-term success.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

The CFO College

APRIL 8, 2021

Investing time and money every month into expanding your “VIP” could increase your revenue, especially if you commit to doing something to work on these three areas for one hour a day. Invest a little time every day and eventually you’ll start to see peers and clients looking to you as a viable leader.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

DECEMBER 26, 2022

Financial Planning. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their 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 15, 2022

And then in July 1 of this year, we launched our own registered investment advisor. So, Envision Financial Planning is a registered investment advisor, we’re SEC registered, but we stayed within the Commonwealth ecosystem. So, we made the transition to give up our FINRA licenses in September 30th of 2020.

Planning 130

Planning Accounting Compliance Math 130

PYMNTS

DECEMBER 2, 2020

The digital tax is part of a broader five-year, $3.4 Canadians want a tax system that is fair, where everyone pays their fair share, so the government has the resources it needs to invest in people and keep our economy strong,” said Finance Minister and Deputy Prime Minister Chrystia Freeland. A Global Fight.

Tax Planning 78

Tax Planning Treasury Budgeting Compliance 78

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. Executive Summary. Dan: It’s interesting.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 8, 2022

I’ve told her, “Hey, I need you to make visuals of these workflows and really walk through it with advisors and CSAs and associate advisors so that we’re not missing anything from compliance, we’re giving the client experience that we want to be giving.” And then we look at estate planning.

Restructuring 130

Restructuring Planning Marketing Accounting 130

CFO News Room

DECEMBER 28, 2022

Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is the Lead Financial Planning Nerd for Kitces.com , a leading online resource for financial planning professionals, and also serves as the Chief Planning Officer for Buckingham Strategic Wealth. Notably, the language of SECURE Act 2.0

Planning 130

Planning Securities Accounting Tax Planning 130

Global Finance

OCTOBER 31, 2024

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector.

Mergers and Acquisitions (M&A) 52

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