Nerd's Eye View

AUGUST 21, 2023

But typically, the opportunity to create and implement a marketing strategy is not one of these reasons. In fact, data from the latest Kitces Research study, How Financial Planners Actually Market Their Services, shows that many advisors find marketing to be difficult and not very effective. frequent travelers) niches.

Marketing 98

Marketing Tax Planning Planning Numbers 98

CFO Plans

SEPTEMBER 24, 2024

Discover expert tax planning and accounting services designed to help you thrive. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. In conclusion, effective tax planning and accounting are vital for the success of small businesses.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

PYMNTS

OCTOBER 19, 2020

Two government officials from European nations have advocated to have watchdogs engage in preventative measures against Big Tech to reduce their strength and handle on the market, according to reports. It is probable that size and market share will be determining factors in who lands on the “Big Tech hit list.”.

Tax Planning 57

Tax Planning Compliance Planning Economics 57

Nerd's Eye View

FEBRUARY 24, 2023

Also in industry news this week: Why the behavior of some TAMPs and investment advisers might have led the SEC to propose its new (and potentially burdensome) ‘outsourcing rule’ Why independent broker-dealers could become major players in RIA M&A in the coming year From there, we have several articles on advisor marketing: How to craft (..)

Tax Planning 98

Tax Planning Auditing Numbers Investments 98

Global Finance

DECEMBER 6, 2024

They also reclaimed significant market share from the behemoth global banks, posting phenomenal assets under management (AUM) and customer growth. Northeast: BNY Wealth Americas oldest private bank, BNY Wealth has excelled by maintaining a significant edge in combining market knowledge with state-of-the-art technology.

Banking 52

Banking Problem Solving Leadership Tax Planning 52

Nerd's Eye View

SEPTEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets (..)

Tax Planning 98

Tax Planning Investments Numbers Marketing 98

CFO News Room

NOVEMBER 28, 2022

Because the advisor’s target client will probably only have certain planning needs (and may not require others), advisors can offer the value-adds from the hundreds of options available that best serve this target client. Adam is an Associate Financial Planning Nerd at Kitces.com. Author: Adam Van Deusen. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Nerd's Eye View

SEPTEMBER 6, 2022

Read More.

Leverage 98

Leverage Tax Planning Corporate Finance Planning 98

Nerd's Eye View

AUGUST 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups (..)

Tax Planning 98

Tax Planning Planning Accounting Investments 98

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Mergers and Acquisitions (M&A) 98

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

Nerd's Eye View

SEPTEMBER 6, 2024

Also in industry news this week: A probe by the Government Accountability Office found that the conflict-of-interest disclosures offered by many firms offering financial advice are often inadequate or confusing, making it hard for consumers to understand whether and when a financial professional is operating in their best interest A recent study has (..)

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

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

SEPTEMBER 30, 2024

When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies. Ultimately, the key point is that for advisors who work with (or would like to work with!)

Tax Planning 97

Tax Planning Planning Sales Marketing 97

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 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 98

Communication Tax Planning Technology Planning 98

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Practice Management 98

Practice Management Tax Planning Planning Securities 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 Plans

OCTOBER 29, 2024

This approach aligns with small business cash strategies , ensuring companies have the flexibility to adapt to market changes and capitalize on growth prospects. Leveraging CFO Financial Insights for Strategic Growth CFO financial insights play a pivotal role in shaping business growth planning.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

Nerd's Eye View

MAY 8, 2023

In this post, Kitces.com Senior Financial Planning Nerd Ben Henry-Moreland writes about how he went from being hesitant to offer tax preparation at his solo RIA (given how common it is for tax preparers to work long hours throughout tax season) to embracing it as a core part of the business’ service offering.

Tax Planning 98

Tax Planning Planning Investments Practice Management 98

Nerd's Eye View

JANUARY 31, 2024

This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges. Under the new law, non-spouse beneficiaries (with few exceptions) must now withdraw the entirety of an inherited IRA within 10 years of the account owner's passing rather than over their own lifetimes.

Nonprofit 98

Nonprofit Tax Planning Planning Accounting 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. By aligning their financial strategies with their business growth metrics, they achieved remarkable success in expanding their market share.

CFO 52

CFO Cost Management Leverage Planning 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

SEPTEMBER 6, 2023

Beyond insurance, advisors and their clients can also consider options such as the use of corporate entities such as Limited Liability Companies (LLCs) for business interests, and estate tax planning tools such as Spousal Lifetime Access Trusts (SLATs) that can offer both estate planning and asset protection benefits for married couples.

Education 98

Education Tax Planning Planning Accounting 98

Nerd's Eye View

JULY 12, 2024

Also in industry news this week: 2 House committees this week advanced legislation that would halt implementation of the Department of Labor's new Retirement Security Rule, which, combined with ongoing lawsuits, threaten to derail the regulation either before or soon after it becomes effective in late September A Federal judge has put the future of (..)

Tax Planning 75

Tax Planning Leadership Communication Accounting 75

CFO News Room

DECEMBER 23, 2022

From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. and its implications for financial advisors!

Mergers and Acquisitions (M&A) 130

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

CFO Plans

JUNE 27, 2024

Expert Tax Planning and Preparation for Savings Navigating the complexities of tax regulations can be daunting for any business. Certified public accountants (CPAs) within outsourced accounting firms offer expert tax planning and preparation services. Get expert tax planning and maximize your savings.

Financial Reporting 52

Financial Reporting Tax Planning CFO Manufacturing 52

CFO Plans

AUGUST 9, 2024

Tip: Conduct regular market analysis with your consultant to stay ahead of industry trends and make informed investment decisions. Strategic Tax Planning and Preparation Services Effective tax planning is essential for minimizing liabilities and maximizing returns. Optimize your tax planning with expert services.

Accounting 52

Accounting Tax Planning CFO Startups 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 News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) Sales & Marketing. This year has been challenging for many financial advisors as they help their clients (and their own firms!) and inflation levels not seen in several decades. Regulatory.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CSC Advisors

SEPTEMBER 27, 2024

Understanding how to maximize tax benefits can significantly impact your bottom line, allowing you to reinvest in your business and improve cash flow. 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

SEPTEMBER 24, 2024

Consultants can provide tailored strategies to address specific risks, from market fluctuations to regulatory changes. 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.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Plans

JUNE 13, 2024

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. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

JUNE 7, 2024

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. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

Spreadym

APRIL 27, 2023

Tax planning: Some financial analysis and planning software includes tax planning tools that help users forecast and minimize tax liabilities and maximize tax deductions. It useful when company have to report financial results by national and international rules.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

PYMNTS

OCTOBER 5, 2020

The General Court judgment raises important legal issues that are of relevance to the Commission in its application of State aid rules to tax planning cases,” Executive Vice President Margrethe Vestager said in the statement. 25 statement.

Banking 91

Banking Compliance Advertising Tax Planning 91

CFO Plans

SEPTEMBER 24, 2024

Consider a tech startup that outsources its financial management, allowing the founders to focus on product development and market expansion. Strategic Financial Planning for SME Success Strategic financial planning is crucial for the success of small and medium-sized enterprises (SMEs).

CFO 52

CFO Startups Tax Planning Accounting 52