CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives.

CFO 52

CFO Cost Management Leverage Planning 52

PYMNTS

OCTOBER 19, 2020

However, the OECD cautioned about the potential of an international trade war brought by different nations rolling out digital services taxes on their own to assist in their economic rebounds from COVID-19 in the event nations don’t all agree on the new tax regulations. France Will Proceed With Controversial Digital Services Tax Plan.

Tax Planning 57

Tax Planning Compliance Planning Economics 57

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

Global Finance

DECEMBER 6, 2024

This approach delivers coordinated services, including private banking, wealth planning, trust and estate planning, insurance, and investment management. The success of the offering is also evident in the numbers. The bank achieved impressive revenue growth, with earnings soaring to $608.7 million in 2023, up from $516.6

Banking 52

Banking Problem Solving Leadership Tax Planning 52

Nerd's Eye View

MAY 31, 2024

Also in industry news this week: Legislation that has passed through the U.S.

Tax Planning 95

Tax Planning Education Compliance Communication 95

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

B2B 98

B2B Planning Tax Planning Technology 98

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Tax Planning 98

Tax Planning Auditing Leverage Investments 98

Nerd's Eye View

SEPTEMBER 6, 2024

Notably, while the rule will create an additional compliance burden, the due diligence advisers offering comprehensive planning services (as well as their investment custodians) are likely already conducting on their clients to create an effective financial plan could be a 'defense mechanism' for these firms against criminals looking to take advantage (..)

Treasury 98

Treasury Tax Planning Practice Management Compliance 98

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Math 98

Math Tax Planning Treasury Leverage 98

Nerd's Eye View

NOVEMBER 18, 2022

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. A new research study suggests that delaying taxes in retirement is often not the optimal course of action.

Tax Planning 98

Tax Planning Practice Management Leadership Planning 98

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

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

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 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. Why accounting firms have become hot acquisition targets for RIAs.

Tax Planning 98

Tax Planning Practice Management Accounting Firms Securities 98

Nerd's Eye View

MAY 12, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that clients of advisors providing comprehensive planning services are significantly more satisfied than those receiving a lower tier of service.

Tax Planning 98

Tax Planning Practice Management Valuation 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

AUGUST 21, 2023

For instance, niche firms have greater satisfaction with the number of leads received, the ‘fit’ of the prospects with the firm, and the effectiveness of their lead generation strategies when compared to non-niche firms. tax planning or working with blended families), as well as the type of clients they like working with the most.

Marketing 98

Marketing Tax Planning Planning Numbers 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

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

FEBRUARY 19, 2024

those that offer both digital robo-advice and human touch) are growing faster than almost everyone else, with 24% of net new cashflows despite the low aggregate number of firms with this business model. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

Tax Planning 97

Tax Planning Technology Numbers Planning 97

Accountancy Today

DECEMBER 6, 2023

The research found that the role of a modern-day accountant goes beyond number-crunching; it extends to providing valuable insights, supporting data-driven decisions, and helping organisations navigate complex financial terrain.

Accounting 98

Accounting Problem Solving Tax Planning Economics 98

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Tax Planning 52

Tax Planning Planning Technology Investments 52

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 30, 2022

has brought a wide range of changes to the world of retirement planning. And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients!

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 29, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO Share

APRIL 5, 2022

Timely and accurate filing is critical to avoiding unnecessary tax audits. Your business tax planning should contemplate nexus events to avoid surprises. Typical events that may trigger new small business sales tax nexus include: Opening a new location. Filing an income tax return with a new state.

Sales 98

Sales Auditing Compliance Tax Planning 98

CFO News Room

NOVEMBER 9, 2022

One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26. He has had a passion for finance and planning since high school, when he first started investing and doing his own taxes.

Healthcare 130

Healthcare Planning Accounting Investments 130

CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Education 130

Education Planning Numbers Securities 130

PYMNTS

MARCH 6, 2019

The European Union has announced that it will not move forward with a digital tax plan covering the entire EU, but also said it would look at reforming tax laws for internet companies, according to a report from Reuters. It has been difficult to coordinate tax reform in the EU because there are many varying national interests.

Tax Planning 49

Tax Planning Finance Planning Economics 49

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Profit and Loss Communication Education 130

CFO Plans

JUNE 14, 2024

In today’s AI-powered business environment, accounting is no longer just about crunching numbers. These services include cash flow analysis, tax planning, and risk management, ensuring that your real estate portfolio remains profitable and sustainable.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

PYMNTS

FEBRUARY 27, 2019

Some tax reforms have been approved in the past year, but new ones have also been revealed, including a “cum/ex” tax scandal, which cost European treasuries €55 billion. The report said reform is hard to enable because some of the 28 countries in the EU “display traits of a tax haven and facilitate aggressive tax planning.”

Finance 60

Finance Tax Planning Treasury Banking 60

CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Communication 130

Communication Planning Education Numbers 130

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. billion (approximately $15.4 million) of Irish government aid, as reported in the past.

Banking 91

Banking Compliance Advertising Tax Planning 91

CFO Simplified

MARCH 7, 2024

Many “beneficial owners” choose to obtain something called a “FinCEN ID,” which is a unique identifying number issued to an individual by FinCEN. Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

Tax Planning 59

Tax Planning Compliance Restructuring Treasury 59

Boston Startup CFO

OCTOBER 13, 2015

They do not sit in their office only crunching numbers; they should have a feel for where those numbers come from. Accounting Manager - Oversees a bookkeeper or staff accountant, might help with tax planning and payroll, and can provide basic financial reporting. Do You Need a CFO?

CFO 52

CFO Tax Planning GAAP Budgeting 52

PYMNTS

SEPTEMBER 28, 2020

As reported by Fortune, Vestager said in a statement that “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. The Commission also respectfully considers that in its judgment, the General Court has made a number of errors of law.

Compliance 64

Compliance Tax Planning Construction eCommerce 64