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 Plans

AUGUST 9, 2024

Discover how CFO Plans can transform your financial management and set your business on the path to success. By leveraging the expertise of seasoned financial professionals, companies can gain strategic insights without the overhead costs of a full-time CFO. Optimize your tax planning with expert services.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO Plans

SEPTEMBER 24, 2024

Get Expert Tax Consulting Today Embrace Digital Accounting Solutions Digital accounting solutions have revolutionized the way small businesses manage their finances. By leveraging advanced software, businesses can streamline their accounting processes, reduce errors, and save valuable time.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO News Room

DECEMBER 26, 2022

Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – Despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

OCTOBER 19, 2022

So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? RAMPULLA: Yeah.

Investments 114

Investments Profit and Loss Education Advertising 114

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

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. He told me, look, there’s a woman by the name of Shahir Knight, you’ve gotta go out and hire Shahira if you want to get taxes done. You sell a naked call, you [ Barry Ritholtz ] Right.

Marketing 112

Marketing Banking Treasury Profit and Loss 112