CFO Plans

AUGUST 9, 2024

Financial consulting for real estate offers tailored advice on investment strategies, cash flow management, and property valuation. Tip: Conduct regular market analysis with your consultant to stay ahead of industry trends and make informed investment decisions. Optimize your tax planning with expert services.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO Plans

OCTOBER 9, 2024

This diligence enabled them to claim substantial deductions, significantly reducing their tax burden and enhancing their financial health. As a result, they were able to invest more in innovation, fueling further growth.

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. This knowledge will help you meet all requirements and maximize your deductions effectively.

Tax Planning 52

Tax Planning Leverage Planning Securities 52

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. These platforms offer real-time access to financial data, robust security features, and the flexibility to work from anywhere.

Technology 52

Technology Accounting CFO Tax Planning 52

Spreadym

APRIL 27, 2023

Investment analysis: Business software tools for investment analysis allow you to analyze investment options and evaluate their potential returns. Tax planning: Some financial analysis and planning software includes tax planning tools that help users forecast and minimize tax liabilities and maximize tax deductions.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 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

JUNE 14, 2024

Cloud-based accounting software offers a seamless, efficient, and secure way to manage your finances. 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 Plans

SEPTEMBER 24, 2024

Discover Digital Accounting Solutions Transition to Cloud-Based Accounting Services Cloud-based accounting services provide unparalleled flexibility and security. This accessibility ensures that business owners and financial advisors can collaborate seamlessly, leading to more effective financial planning and tax strategy formulation.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 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

SEPTEMBER 24, 2024

For instance, a local bakery might use virtual accounting to manage its cash flow more efficiently, allowing it to invest in new equipment. These services offer personalized guidance on a range of financial issues, from tax planning to investment strategies. Learn more about the benefits of virtual accounting.

CFO 52

CFO Startups Tax Planning Accounting 52

CFO Plans

SEPTEMBER 6, 2024

Fractional CFOs usually have a network of professionals providing outsourced tax preparation services, business tax planning services, and accounting and finance consulting. Explore comprehensive financial support with CFO Plans. They help present your financials effectively to attract investors and secure funding.

CFO 52

CFO Startups Tax Planning Planning 52

CFO Thought Leader

OCTOBER 6, 2024

But, recently, we have found that the CFO and the CIO now recognize that they need to work more closely together to drive greater investment in the modernization of financial systems. It’s more about data, and because it’s more about data, there’s more security risk everywhere. Things have changed.

CFO 52

CFO Leadership Tax Planning Problem Solving 52

CFO Plans

MAY 30, 2024

Consider the case of a growing tech startup that utilized fractional CFO services to develop a robust financial plan, which helped secure additional funding and scale operations efficiently. Expert accounting consultants can also assist with tax planning and compliance, ensuring your real estate investments remain profitable.

Compliance 52

Compliance Accounting CFO Manufacturing 52

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

OCTOBER 21, 2024

This priority helped them free up cash flow, which they invested in marketing campaigns to drive growth. A manufacturing firm successfully renegotiated their loan to secure a lower interest rate. Take the next step in securing your business’s financial future with CFO Plans – your trusted partner in financial success.

CFO 52

CFO Profit and Loss Startups Prioritization 52

CFO Plans

OCTOBER 15, 2024

Importance of Adhering to Financial Reporting Standards Accurate and transparent financial reporting is vital for maintaining investor confidence and securing funding. Invest in regular training sessions for your team to keep them informed about the latest financial compliance checklist updates.

Compliance 52

Compliance CFO Startups Risk Management 52

CFO Plans

SEPTEMBER 24, 2024

Get expert cash flow management advice to secure your startup’s future. 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 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 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

FEBRUARY 2, 2022

And that takes you down a road of increasingly complex or sophisticated investment vehicles, the move towards alternatives, the move towards private equity and hedge funds and a lot of different things that get done with the portfolios of high-net-worth clients. Estate planning is commonly a big point of discussion, as well.

Communication 130

Communication Planning Education Numbers 130

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

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

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. They’ll do tax planning, right?

Investments 114

Investments Profit and Loss Education Advertising 114

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 News Room

NOVEMBER 15, 2022

And that’s what they get for the fact that they have to be part of the calls, they have to facilitate interaction with the insurance company or any transactions, because it’s a securities business, you don’t have a securities license now. And then in July 1 of this year, we launched our own registered investment advisor.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 17, 2022

But in the world of financial advice, there so far has been little regulation on advisor titles ( unless someone tries to call themselves an “investment counselor”, which ironically is still regulated under the Investment Advisers Act of 1940 ). But many firms will find that their client referral rates are flat.

Planning 130

Planning Education Investments Benchmarking 130

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.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 8, 2022

And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. And then we look at estate planning. And then in the fall, we look at tax planning. The other one, he’d been there maybe four years.

Restructuring 130

Restructuring Planning Marketing Accounting 130

CFO News Room

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 Executive Summary.

Planning 130

Planning Securities Accounting Tax Planning 130

Nerd's Eye View

FEBRUARY 3, 2025

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, (..)

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Cost Analysis Tax Planning Healthcare 52

Global Finance

OCTOBER 31, 2024

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector.

Mergers and Acquisitions (M&A) 52

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

CFO News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. The end of the year is often a busy time for financial advisors, as they help clients with year-end tax planning, taking the proper RMDs, and other time-sensitive tasks.

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

OCTOBER 3, 2023

How fundamental was that to your learning about investing, trading risk management, starting with futures? So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division. We now had the securities business.

Marketing 112

Marketing Banking Treasury Profit and Loss 112