CFO News Room

NOVEMBER 30, 2022

And the consequences for incorrect tax advice can include legal and financial penalties if a client were to be harmed by the wrong advice – which is often not covered by the firm’s E&O insurance –creating an expensive liability when tax advice goes wrong. A prime example of this is backdoor Roth contributions.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO Plans

SEPTEMBER 24, 2024

From daily transactions to monthly reconciliations, comprehensive accounting solutions cover all bookkeeping needs, ensuring accuracy and efficiency. Expert tax advisory for small businesses ensures that you stay compliant with tax regulations while maximizing your deductions.

Accounting 52

Accounting Tax Planning CFO Risk Management 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. Explore cloud-based accounting solutions with CFO Plans. Consult with CFO Plans to find the best technology for your business.

Technology 52

Technology Accounting CFO Tax Planning 52

CFO Plans

SEPTEMBER 24, 2024

These services offer personalized guidance on a range of financial issues, from tax planning to investment strategies. Automated accounting services reduce the time and effort required to manage financial tasks, such as invoicing, expense tracking, and reconciliation.

CFO 52

CFO Startups Tax Planning Accounting 52

CFO Thought Leader

OCTOBER 6, 2024

Our humble beginnings evolved through trying to help accountants to close their books through account reconciliations, matching transactions, and managing the tasks of far-flung accounting operations. We have longtime customers who got in a long time ago, realized the value of our offerings, and committed to our products.

CFO 52

CFO Leadership Tax Planning Problem Solving 52

CFO News Room

NOVEMBER 23, 2022

But among the various options, solo 401(k) plans – also known as individual 401(k), I-401(k), and solo(k) plans – offer some of the most versatile and powerful options for self-employed workers to build retirement savings.

Planning 130

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

CFO News Room

DECEMBER 28, 2022

Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning® , both offered through Horsesmouth, LLC. The Economic Growth and Tax Relief Reconciliation Act (EGTRA) of 2001 created IRA catch-up contributions, effective for 2002 and future years.

Planning 130

Planning Securities Accounting Tax Planning 130