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 Plans

AUGUST 2, 2024

With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness. Automation can also assist in business tax planning by ensuring compliance and optimizing tax strategies.

Technology 52

Technology Accounting CFO Tax Planning 52

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. While all financial planning firms use technology in one way or another, the breadth and depth of their tech stacks can vary significantly.

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’d also leverage internal controls, risk mitigation, and corporate governance tools.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

CFO News Room

NOVEMBER 22, 2022

But then during what are we actually doing for clients, and we’re going… I view things as retirement planning, education planning, general tax, budget cash flow. And we make sure we have a plan for those things, and those are always updated. I know our education plan is on track for retirement.”

Planning 130

Planning Communication Profit and Loss Education 130

Global Finance

DECEMBER 6, 2024

TM Best Private Bank For Client Education: Standard Bank Africa faces a major challenge in preserving generational wealth. Glaring gaps in education and financial literacy are key contributors. Through education, the bank plays a critical role in bridging intergenerational wealth disparities and promoting upward mobility.

Banking 97

Banking Education Leadership Investments 97

CFO News Room

NOVEMBER 28, 2022

For working-age clients, advisors can play a valuable role by helping them navigate the complexities of their career, from analyzing the financial impact of changing jobs, to planning for a sabbatical , analyzing benefits packages, and ensuring their financial plan could survive a temporary bout of unemployment. Tax Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130