Nerd's Eye View

SEPTEMBER 29, 2022

As a result, the list of states where a typical (or even higher-income) retiree would pay very little or even zero tax might be much larger than what might be assumed based on the top marginal rates alone. Every state in the U.S.,

Tax Planning 98

Tax Planning Securities Planning 98

Nerd's Eye View

OCTOBER 5, 2022

The 1%+ added value of automated tax-loss harvesting may be achievable in some ‘ideal’ cases, such as an investor who frequently contributes to their portfolio, has short-term losses to offset, and/or has many individual security holdings. Read More.

Technology 98

Technology Tax Planning Advertising Planning 98

Nerd's Eye View

SEPTEMBER 6, 2022

Read More.

Leverage 98

Leverage Tax Planning Corporate Finance Planning 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

E78 Partners

MARCH 3, 2025

Public company reporting requirements are significantly more demanding than those for private firms, with the Securities and Exchange Commission (SEC) imposing strict financial disclosure standards. Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

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 Talks

NOVEMBER 11, 2024

Employment Taxes Pay-As-You-Earn (PAYE) : Collected on employees’ income, PAYE is an employer’s responsibility to remit to SARS. Unemployment Insurance Fund (UIF) : This social security tax supports unemployed workers. Both employers and employees contribute, typically 1% of earnings each.

Compliance 52

Compliance CFO Leverage Tax Planning 52

Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges.

Nonprofit 98

Nonprofit Tax Planning Planning Accounting 98

Nerd's Eye View

AUGUST 23, 2023

However, the caveat with current CGAs has been that they could only be funded with after-tax dollars before the donor’s death, meaning that if an individual only had tax-deferred funds (e.g., But the SECURE 2.0 legislation at the end of 2022. The potential benefits of the new Legacy IRA rules are threefold.

Nonprofit 98

Nonprofit Tax Planning Education Planning 98

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

Practice Management 98

Practice Management Tax Planning Planning Securities 98

Nerd's Eye View

SEPTEMBER 7, 2022

Finally, many software tools for trading and rebalancing may incorporate tools for tax-loss harvesting, such as checking for potential wash sale violations and allowing the advisor to designate replacement securities. With these three tools (i.e., With these three tools (i.e.,

Tax Planning 98

Tax Planning Investments Sales Planning 98

CFO News Room

NOVEMBER 28, 2022

Tax Planning. In addition to managing investments, tax planning is another area where advisors can demonstrate their value in dollar terms. This often starts with reviewing the client’s tax return to ensure they received the credits and deductions for which they were eligible.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO Plans

OCTOBER 9, 2024

Learn How CFO Plans Can Boost Your Financial Health Corporate Tax Planning for Proactive Financial Management Corporate tax planning is a fundamental aspect of successful tax compliance. As a result, they were able to invest more in innovation, fueling further growth.

Compliance 52

Compliance Tax Planning CFO Concentration 52

CFO Plans

AUGUST 9, 2024

Tip: Ensure your cloud accounting platform has robust security measures to protect sensitive financial information. 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

OCTOBER 29, 2024

Innovations such as blockchain for secure transactions, AI for predictive analytics, and machine learning for process automation are redefining how businesses manage their finances. Staying abreast of these developments ensures that companies remain competitive and equipped to handle the challenges of tomorrow.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

Nerd's Eye View

JULY 24, 2024

When the original SECURE Act was passed in December 2019, it brought sweeping changes to the post-death tax treatment of qualified retirement accounts. Along with the new Finalized Regulations, the IRS also released a new set of Proposed Regulations dealing with some unanswered questions around the SECURE 2.0

Tax Planning 76

Tax Planning Accounting Securities Planning 76

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. 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

Cloud-Based Accounting Services: Secure, Scalable, and Accessible Embrace the future of accounting with cloud-based accounting services. These services offer unparalleled security and scalability, providing real-time access to your financial data. From tax planning to filing, advisors are here to make tax season a breeze.

Accounting 52

Accounting Tax Planning CFO Risk Management 52

Nerd's Eye View

JULY 12, 2024

Which suggests that while firms might be tempted to zero in on compensation when it comes to retaining advisors, focusing on these other factors (which do not necessarily involve hard dollar expenses) could pay off in the form of increased advisor (and client) retention over time.

Tax Planning 75

Tax Planning Leadership Communication Accounting 75

Nerd's Eye View

FEBRUARY 19, 2024

Digital hygiene, encryption security, and good staff training can all be enormous factors in the overall safety of the company, as explained by Patrick Hennessy, Schwab's Director of Business Consulting.

Tax Planning 97

Tax Planning Technology Numbers Planning 97

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 Plans

SEPTEMBER 24, 2024

Discover Digital Accounting Solutions Transition to Cloud-Based Accounting Services Cloud-based accounting services provide unparalleled flexibility and security. This accessibility ensures that business owners and financial advisors can collaborate seamlessly, leading to more effective financial planning and tax strategy formulation.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 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. Read here how API can help manage planning and budgeting process in your business. Visit the link to learn more about it.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 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. These platforms offer real-time access to financial data, robust security features, and the flexibility to work from anywhere.

Technology 52

Technology Accounting CFO Tax Planning 52

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 News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). George Kinder, the founder of Life Planning, developed 3 questions that probe deeper into a client’s hopes, dreams, and fears, to help advisors develop complete and impactful financial plans.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO Plans

JUNE 14, 2024

Cloud-based accounting software offers a seamless, efficient, and secure way to manage your finances. 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

CFO Plans

SEPTEMBER 24, 2024

Get Customizable Accounting Packages Tax Optimization Strategies Maximize Savings Effective tax planning can significantly impact your bottom line. Tax Optimization Strategies help small businesses minimize their tax liabilities and maximize savings.

Startups 52

Startups Accounting CFO Tax Planning 52

CFO Simplified

MARCH 7, 2024

The CTA and the disclosure obligations it imposes upon reporting companies is designed to help safeguard national security and provide US law enforcement agencies with an additional tool to fight financial crimes, such as money laundering, trafficking, tax fraud, and other illicit activities.

Tax Planning 59

Tax Planning Compliance Restructuring Treasury 59

CFO Plans

SEPTEMBER 6, 2024

Fractional CFOs usually have a network of professionals providing outsourced tax preparation services, business tax planning services, and accounting and finance consulting. Explore comprehensive financial support with CFO Plans. They help present your financials effectively to attract investors and secure funding.

CFO 52

CFO Startups Tax Planning Planning 52

CFO Plans

SEPTEMBER 24, 2024

These services offer personalized guidance on a range of financial issues, from tax planning to investment strategies. These services offer startups the financial expertise they need to navigate the early stages of growth, from securing funding to managing cash flow.

CFO 52

CFO Startups Tax Planning Accounting 52

CFO Simplified

MARCH 7, 2024

The CTA and the disclosure obligations it imposes upon reporting companies is designed to help safeguard national security and provide US law enforcement agencies with an additional tool to fight financial crimes, such as money laundering, trafficking, tax fraud, and other illicit activities.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

CFO Plans

MAY 30, 2024

Consider the case of a growing tech startup that utilized fractional CFO services to develop a robust financial plan, which helped secure additional funding and scale operations efficiently. Expert accounting consultants can also assist with tax planning and compliance, ensuring your real estate investments remain profitable.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO Thought Leader

OCTOBER 6, 2024

It’s more about data, and because it’s more about data, there’s more security risk everywhere. But, recently, we have found that the CFO and the CIO now recognize that they need to work more closely together to drive greater investment in the modernization of financial systems. Things have changed.

CFO 52

CFO Leadership Tax Planning Problem Solving 52

CFO News Room

DECEMBER 17, 2022

Among respondents without an advisor, 27% said they would be interested in receiving help on retirement income planning (27%), Social Security and Medicare advice (22%), developing a financial plan (22%), and tax guidance (21%), though notably tax guidance was the top area cited among those with at least $500,000 in assets.

Planning 130

Planning Education Investments Benchmarking 130

CFO Plans

OCTOBER 21, 2024

A manufacturing firm successfully renegotiated their loan to secure a lower interest rate. Aligning with expert partners like CFO Plans can make all the difference, ensuring your business remains resilient and growth-oriented amidst financial challenges.

CFO 52

CFO Profit and Loss Startups Prioritization 52

CFO News Room

NOVEMBER 29, 2022

So, we do look at clients from the complexity of what type of planning they have. Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning. Or how do we work around a concentrated stock position, right? ” Right?

Leverage 130

Leverage Planning Concentration Tax Planning 130