CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning. In fact, while no single change in SECURE 2.0 In fact, while no single change in SECURE 2.0

Planning 130

Planning Auditing Investments Securities 130

CFO Plans

OCTOBER 21, 2024

Conduct a detailed profit and loss analysis to uncover the types and amounts of debt your business holds. 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 Share

MARCH 9, 2021

The program gives employers up to $7,000 per employee per quarter that they were shut down or experienced “significant decline in gross receipts” aka loss in revenue. Talk to your payroll provider, accountant, or check out the IRS guidance on how to apply for this tax credit. Plan for repayment of deferred social security taxes.

Profit and Loss 52

Profit and Loss Compliance Tax Planning Accounting 52

CFO News Room

NOVEMBER 28, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Tax Planning. He can be reached at [email protected].

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. And notably, while no single change in SECURE 2.0

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 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

CFO News Room

DECEMBER 26, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He can be reached at [email protected]. Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130