Concentration Strategic Planning Tax Planning 
Spreadym
NOVEMBER 3, 2023
Tax Planning: Optimize your tax strategy to minimize your tax liabilities and maximize your after-tax income. This may involve taking advantage of tax-advantaged accounts and deductions. It answers questions like "How will we pay for our strategic initiatives?" and "How will we get there?"
CFO News Room
NOVEMBER 29, 2022
And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. So, his role in what I wanted to bring him on was somebody to have a component of strategic planning involved.
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