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.

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CFO Plans

JANUARY 20, 2025

This guide aims to equip you with essential tools and insights to simplify tax filing, ensuring you’re not only compliant but also maximizing potential savings. Strategic Tax Planning for Entrepreneurs The foundation of effective tax management begins with strategic planning.

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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.

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CFO Plans

NOVEMBER 4, 2024

By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives. A noteworthy example is a financial services provider that leveraged cutting-edge ROI analysis tools to assess the impact of their investments.

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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. As you approach the 2025 tax season, it’s crucial to leverage your SBA loan’s financial advantages effectively.

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CFO Plans

SEPTEMBER 24, 2024

This proactive approach is vital for strategic planning and long-term success. Leverage Technology: Utilize Remote Accounting Solutions and Virtual Financial Controller Services to streamline the forecasting process. Embrace financial forecasting today and plan with precision for a prosperous tomorrow.

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CFO Network

FEBRUARY 14, 2024

Tax Optimization Taxes can be a significant expense for businesses. A Fractional CFO is well-versed in tax planning and optimization. They can help you legally reduce your tax liabilities, increasing your profitability. This builds trust and confidence among your investors and partners. Learn more today.

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