Spreadym

NOVEMBER 3, 2023

Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO News Room

NOVEMBER 21, 2022

How confident are they that no year-end-tax-planning opportunities were missed across their entire client base? Our process is thoughtfully planned around tax deadlines and includes meetings with our clients twice per year. Or whether all Roth and backdoor Roth contributions were made by eligible clients?

Planning 130

Planning Communication Concentration Tax Planning 130

Global Finance

OCTOBER 31, 2024

Miao described a variety of initiatives designed to strengthen management, accelerate innovation, and improve both wealth management and fintech risk management. That level of concentration defines ICBC, the world’s largest bank by assets and winner of this year’s Best Corporate Bank award.

Mergers and Acquisitions (M&A) 52

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

CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. 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. .” All of the tax planning, and all of the behind-the-scenes work.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

Michael: Is there a structure for the subsequent meetings in the year or just whatever comes up based on the financial plan meeting we did at the beginning of the year? Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And then we look at estate planning.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. Unless they have their own foundation. They all set up their own foundations.

Investments 52

Investments Benchmarking Marketing Treasury 52