CFO News Room

DECEMBER 17, 2022

In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. And current holders of the CFP marks have a Continuing Education (CE) requirement of at least 30 hours every two years. Melanie Waddell | ThinkAdvisor).

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Education Planning Investments Benchmarking 130

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 News Room

DECEMBER 23, 2022

email and phone), advisors looking to convert more referrals to clients can consider using not only a personalized email and a phone call, but also sending a free report or white paper, or perhaps an educational video, ultimately making seven contacts within 28 days. charitable giving ), and fulfilling RMD requirements.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

NOVEMBER 21, 2022

How confident are they that no year-end-tax-planning opportunities were missed across their entire client base? How easily can most advisors figure out the last time they reviewed their clients’ LTC, life, and disability needs? Or whether all Roth and backdoor Roth contributions were made by eligible clients?

Planning 130

Planning Communication Concentration Tax Planning 130

CSC Advisors

MAY 30, 2022

Often, they will display their work history, education, licenses, and any other background information on their website. Whether you need help with budgeting, investing, tax planning, or even paying off your outstanding debts, you can find a financial advisor to help! Make Sure They Are Compatible With Your Business.

Budgeting 52

Budgeting Tax Planning Construction Corporate Finance 52

CFO News Room

FEBRUARY 2, 2022

Estate planning is commonly a big point of discussion, as well. And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games. .”

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Communication Planning Education Numbers 130

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

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

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

Global Finance

OCTOBER 31, 2024

Investment research and education is another trending area for consumer-oriented innovation. Further highlighting its ability to cultivate partnerships is a recent upgrade of Ping An’s family office business, which now provides wealth and health management, generational development, charitable planning, and legal and tax-planning services.

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

CFO News Room

DECEMBER 30, 2022

Another core part of an advisor’s tech stack is its custodial provider. But many advisors find that their custodian’s client onboarding processes (e.g., filling out and signing forms) leaves something to be desired.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 9, 2022

With the Affordable Care Act’s provision allowing children to stay on their parents’ healthcare plans until age 26, parents and their non-dependent adult children who can access family HDHPs have new tax-planning opportunities involving family HDHP coverage and HSA contributions.

Healthcare 130

Healthcare Planning Accounting Investments 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 89

Banking Education Leadership Investments 89

CFO News Room

DECEMBER 28, 2022

Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning® , both offered through Horsesmouth, LLC. higher education or deductible medical expenses) or experience certain events (e.g., Notably, the language of SECURE Act 2.0

Planning 130

Planning Securities Accounting Tax Planning 130

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. RAMPULLA: Sure.

Investments 114

Investments Profit and Loss Education Advertising 114

Barry Ritholtz

AUGUST 15, 2023

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. That was never part of the plan, didn’t happen. What was interesting was I had said to him, “Well, let’s make this really educational. It’s part of their own tax planning. And so that’s what we did.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52