Nerd's Eye View

FEBRUARY 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC’s proposed “Safeguarding Rule” would significantly increase the number of investment advisers deemed to have custody of client assets and increase paperwork requirements for advisers (..)

Tax Planning 98

Tax Planning Auditing Numbers Investments 98

Nerd's Eye View

SEPTEMBER 20, 2024

Further, the survey showed the continued predominance of the AUM fee model amongst state-registered firms (at the same time, more than half of firms said they charge on a fixed-fee or hourly basis, suggesting many firms utilize multiple fee models) and identified the most common areas of regulatory enforcement during the year, with failure to register (..)

Tax Planning 98

Tax Planning Investments Numbers Marketing 98

Nerd's Eye View

SEPTEMBER 16, 2024

For example, most Millennial and Gen Z clients can open their own investing account and buy index funds online with only minimal guidance from their advisor, so full-service investing might not offer enough value to a next-generation client to justify an ongoing planning fee.

Tax Planning 98

Tax Planning Planning Investments Practice Management 98

Nerd's Eye View

SEPTEMBER 7, 2022

Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds to maintain market exposure – is a popular strategy for financial advisors to increase their clients’ after-tax investment returns. With these three tools (i.e.,

Tax Planning 98

Tax Planning Investments Sales Planning 98

Nerd's Eye View

OCTOBER 14, 2022

While this will help seniors keep pace with rising prices, it also creates tax planning opportunities for advisors and raises the possibility that the Social Security Trust Fund could be depleted sooner than expected. for 2023, the largest COLA since 1981.

Tax Planning 98

Tax Planning Practice Management Accounting Firms Securities 98

Nerd's Eye View

MAY 12, 2023

The study also highlighted the importance of advisors taking the time to build trust with clients and to understand a client’s goals and needs, as this can not only differentiate an advisor from those providing purely transactional investment advice, but also could promote client retention, even in years of poor market performance.

Tax Planning 98

Tax Planning Practice Management Valuation Investments 98

Nerd's Eye View

JANUARY 8, 2024

is the projected future direction of medical care, where, instead of taking a reactive approach to disease and illness, healthcare practitioners instead invest more energy focusing on preventing illness and maintaining good health in the first place through more personalized plans for patients. Specifically, Financial Advice 3.0

Tax Planning 98

Tax Planning Healthcare Planning Technology 98

CFO Plans

NOVEMBER 4, 2024

By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. Additionally, ROI analysis tools play a crucial role in evaluating the success of financial strategies and investments.

CFO 52

CFO Cost Management Leverage Planning 52

Nerd's Eye View

JULY 7, 2023

Which suggests that advisor wellbeing could potentially be improved not only by automating or outsourcing administrative tasks, but also by adjusting their client rosters to better match their ideal client type.

Mergers and Acquisitions (M&A) 98

Mergers and Acquisitions (M&A) Tax Planning Valuation Sales 98

Nerd's Eye View

SEPTEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)

Treasury 98

Treasury Tax Planning Practice Management Compliance 98

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

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

B2B 98

B2B Planning Tax Planning Technology 98

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

Future CFO

SEPTEMBER 3, 2024

Mayank Goel , Partner Indirect Tax at KPMG India , says that from the point-of-view of a CFO, visualising this involves integrating tax planning seamlessly into the broader corporate strategy. 1. Strategic Tax Planning and Risk Management - CFOs need to view taxes beyond mere compliance.

Leverage 59

Leverage Tax Planning Restructuring Strategic Planning 59

Nerd's Eye View

MAY 8, 2023

investment reviews in the summer, retirement projection updates in the fall, and year-end tax planning in the winter) created enough efficiency through systematizing the ongoing financial planning process that allowed him to fit in tax preparation without reducing any of his other service offerings! Read More.

Tax Planning 98

Tax Planning Planning Investments Practice Management 98

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 98

Communication Tax Planning Technology Planning 98

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

Practice Management 98

Practice Management Tax Planning Planning Securities 98

Nerd's Eye View

MAY 31, 2024

House of Representatives and is now being considered in the Senate would increase the number of firms classified as “small entities” and would require the SEC to assess the impact of proposed regulation on this newly enlarged class of investment advisers (which tend to have fewer compliance staff and resources available compared to larger (..)

Tax Planning 95

Tax Planning Education Compliance Communication 95

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

Nerd's Eye View

APRIL 7, 2025

This month's edition kicks off with the news that Wealthbox has announced it is planning to launch a new built-in AI meeting note tool that it seeks to integrate seamlessly with its existing CRM solution – which serves as a prominent warning for the many standalone AI meeting note tools like Jump and Zocks that have launched over the last few (..)

Tax Planning 52

Tax Planning Planning Technology Investments 52

Nerd's Eye View

JULY 12, 2022

In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)

Tax Planning 98

Tax Planning Leadership Planning Compliance 98

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

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

Nerd's Eye View

MAY 31, 2023

However, even though the PTET can result in higher state taxes, the savings in Federal taxes that can result from being able to deduct the PTET as a business expense (including not just income tax but potentially self-employment taxes, net investment income tax, and additional Medicare taxes as well) might still make the election worth it overall.

Planning 98

Planning Tax Planning Numbers Investments 98

CFO Plans

OCTOBER 29, 2024

A case in point is a mid-sized manufacturing company that saw its accounts receivable days drop by 30% after adopting automated invoicing and digital tracking tools, bolstering their liquidity and paving the way for strategic investments.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 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 13, 2024

Strategic Financial Planning for Growth Fractional CFOs bring a strategic perspective to financial planning, helping businesses develop long-term strategies, optimize their capital structure, and make informed decisions about investments and growth opportunities.

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

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 30, 2022

We also have a number of articles on investments: Fixed-income ETFs saw inflows this year, while their mutual fund counterparts experienced significant outflows, suggesting that the dominance of bond mutual funds could be eroding. Why a higher interest rate environment could represent a ‘sea change’ for investors in the years ahead.

Planning 130

Planning Auditing Investments Securities 130

CFO Plans

JUNE 7, 2024

Strategic Financial Planning for Growth Fractional CFOs bring a strategic perspective to financial planning, helping businesses develop long-term strategies, optimize their capital structure, and make informed decisions about investments and growth opportunities.

CFO 52

CFO Tax Planning Manufacturing Leverage 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

JUNE 14, 2024

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. Real estate financial services offer tailored solutions to manage property investments, from acquisition to disposition.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

CFO News Room

NOVEMBER 23, 2022

But alongside those advantages, there are some specific rules and regulations that are unique to solo 401(k) plans, which can add to the complexity of setting up and maintaining a plan. And for advisors who serve self-employed clients, managing a solo 401(k) plan is often a different process than managing other types of investments.

Planning 130

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

CFO Plans

SEPTEMBER 24, 2024

Focus on Business Performance Optimization Optimizing business performance is at the heart of effective tax consulting. This includes tax planning techniques that align with the business’s growth objectives. A tech startup might benefit from R&D tax credits, reinvesting savings into further innovation.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Talks

AUGUST 21, 2024

Strategic Measure: CFOs should build strong relationships with local tax authorities and regulatory bodies. Staying informed about upcoming changes allows for proactive adjustments in financial reporting and tax planning. It’s important to prioritize investments that align with the company’s long-term goals.

Corporate Finance 52

Corporate Finance Finance Cash Flow Forecasting IFRS 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