CFO Talks

NOVEMBER 11, 2024

Simplifying Tax Compliance Efficient Record-Keeping Regularly updating tax records is essential to simplify tax filings and minimise compliance risks. Investing in accounting software that aligns with South African tax requirements can reduce errors and ensure accurate submissions.

Compliance 52

Compliance CFO Leverage Tax Planning 52

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math 98

Math Tax Planning Treasury Leverage 98

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Nerd's Eye View

JUNE 7, 2024

Nonetheless, respondents (particularly those in younger generations) do not see this as an either-or choice, but rather anticipate benefitting from working with human advisors who leverage AI tools for certain tasks (e.g., detecting fraud or analyzing data) to provide a better client experience!

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

Nerd's Eye View

JULY 12, 2022

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Tax Planning 98

Tax Planning Leadership Planning Compliance 98

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

JUNE 13, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. Enhance Your Financial Reporting with Expert CFO Services Effective Tax Planning and Preparation Tax planning and preparation can significantly impact a company’s bottom line.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

AUGUST 23, 2024

Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO 52

CFO Tax Planning Leverage Budgeting 52

CFO Plans

OCTOBER 9, 2024

The Importance of Business Tax Optimization Business tax optimization is crucial for any company seeking to minimize its tax liabilities while boosting its financial performance. By effectively leveraging business tax deductions, companies can reduce their taxable income, releasing capital for reinvestment and innovation.

Compliance 52

Compliance Tax Planning CFO Concentration 52

CSC Advisors

SEPTEMBER 27, 2024

5 Tips to Maximize Your SBA Loan Benefits This Tax Season Securing a Small Business Administration (SBA) loan can be a game-changer for your business, providing the necessary capital to invest in growth and operations. Maximize Interest Deductions The interest paid on your SBA loan is generally tax-deductible as a business expense.

Tax Planning 52

Tax Planning Leverage Planning Securities 52

CFO Plans

JUNE 7, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. Enhance Your Financial Reporting with Expert CFO Services Effective Tax Planning and Preparation Tax planning and preparation can significantly impact a company’s bottom line.

CFO 52

CFO Tax Planning Manufacturing Leverage 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. presents a dizzying array of new rules related to retirement planning, it gives advisors a significant opportunity to demonstrate ongoing value for their clients!

Planning 130

Planning Auditing Investments 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 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 Plans

JUNE 14, 2024

It’s about leveraging financial insights to drive strategic decisions and elevate your business to new heights. Get started with manufacturing accounting solutions Real Estate Financial Services to Maximize Property Investments Real estate ventures come with their own set of financial complexities.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

CFO News Room

DECEMBER 26, 2022

Financial Planning. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO Plans

SEPTEMBER 24, 2024

By leveraging virtual CFO services, small businesses can streamline their financial operations and focus on growth. For instance, a local bakery might use virtual accounting to manage its cash flow more efficiently, allowing it to invest in new equipment. A growth chart showing startup scaling can be very engaging.

CFO 52

CFO Startups Tax Planning Accounting 52

CFO Plans

SEPTEMBER 24, 2024

Whether it’s optimizing your capital structure or planning for future investments, strategic consulting ensures that your growth is sustainable and aligned with your long-term goals. Get Customizable Accounting Packages Tax Optimization Strategies Maximize Savings Effective tax planning can significantly impact your bottom line.

Startups 52

Startups Accounting CFO Tax Planning 52

CFO Plans

AUGUST 30, 2024

Leveraging technology to streamline accounting processes is no longer a luxury but a necessity. The Challenges of Real Estate Accounting Real estate accounting is multifaceted, involving everything from property management to investment analysis. Discover how tech-enabled tools can transform your real estate accounting.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Plans

AUGUST 16, 2024

As an investor, understanding tax laws is crucial to maximizing your returns and ensuring compliance. Whether you’re a seasoned property mogul or a budding real estate enthusiast, having a solid grasp of the tax implications tied to your investments is essential. This is where outsourced CFO services come in.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Plans

JULY 18, 2024

Expert real estate accounting services can help property owners navigate the complexities of tax laws, identify potential deductions, and avoid costly penalties. Explore our strategic tax planning services. Case Study: A commercial real estate investor faced significant tax liabilities due to improper planning.

Accounting 52

Accounting Compliance CFO Restructuring 52

CFO Plans

SEPTEMBER 24, 2024

This process provides a strategic roadmap for decision-making and planning, enabling businesses to allocate resources efficiently and set realistic financial goals. This proactive approach is vital for strategic planning and long-term success. Embrace financial forecasting today and plan with precision for a prosperous tomorrow.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

CFO Plans

SEPTEMBER 6, 2024

This approach allows businesses to leverage top-tier financial strategy and planning without the overhead costs of a full-time executive. Discover how CFO Plans can help your business grow. Explore comprehensive financial support with CFO Plans.

CFO 52

CFO Startups Tax Planning Planning 52

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Planning 130

Planning Education Investments Benchmarking 130

CFO Plans

MAY 30, 2024

Expert accounting consultants can also assist with tax planning and compliance, ensuring your real estate investments remain profitable. A property management firm saw significant improvements in profitability and compliance after outsourcing their financial management, allowing them to focus on acquiring new properties.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO Plans

OCTOBER 15, 2024

Embracing business tax compliance solutions tailored to the specific needs of small enterprises can help avoid costly penalties and ensure seamless operations. Leveraging CFO Services to Navigate Startup Challenges For startups, the regulatory landscape can seem particularly daunting.

Compliance 52

Compliance CFO Startups Risk Management 52

CFO Plans

SEPTEMBER 24, 2024

Cloud-Based Accounting Solutions for Startups Virtual CFOs leverage advanced cloud-based accounting solutions to streamline financial operations. Virtual CFOs provide startup financial advisory services, offering strategic insights and guidance on financial planning, investment decisions, and risk management.

Startups 52

Startups CFO Financial Analysis Risk Management 52

CFO Plans

SEPTEMBER 24, 2024

By leveraging expert advice, businesses can develop and implement strategies that drive sustainable growth. Implementing Business Cash Flow Management practices helps ensure that your business has the liquidity needed to cover expenses, invest in growth opportunities, and weather financial challenges.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

CFO Plans

SEPTEMBER 24, 2024

Whether you’re navigating the complexities of scaling or seeking new investment opportunities, an outsourced CFO brings a wealth of experience to the table. An outsourced CFO leverages these tools to streamline your financial processes, making your accounting more efficient and accurate.

CFO 52

CFO Startups Compliance Accounting 52

The CFO College

APRIL 8, 2021

Investing time and money every month into expanding your “VIP” could increase your revenue, especially if you commit to doing something to work on these three areas for one hour a day. Invest a little time every day and eventually you’ll start to see peers and clients looking to you as a viable leader.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. Executive Summary. Dan: It’s interesting.

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Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 15, 2022

And then in July 1 of this year, we launched our own registered investment advisor. So, Envision Financial Planning is a registered investment advisor, we’re SEC registered, but we stayed within the Commonwealth ecosystem. So, we made the transition to give up our FINRA licenses in September 30th of 2020.

Planning 130

Planning Accounting Math Compliance 130

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. 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. The culture was very product driven.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. 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 News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we look at estate planning.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Global Finance

DECEMBER 6, 2024

This is particularly true given the faster investment returns and higher geopolitical tensions experienced by the affluent in 2024. For ultrahigh net worth (UHNW) clients, the bank offers access to special exclusive investment opportunities tailored to clients investment knowledge and risk appetite. trillion under supervision.

Banking 97

Banking Education Leadership Investments 97

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. People may not even really understood that they own the company, you know, by investing in the funds in the company. My special guest this week is Tom Rampulla.

Investments 114

Investments Profit and Loss Education Advertising 114