Nerd's Eye View

DECEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.

Valuation 98

Valuation Tax Planning Planning Securities 98

E78 Partners

MARCH 3, 2025

Strong public market valuations in key sectorsespecially technology and healthcareare attracting growth-driven businesses. 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.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

AUGUST 9, 2024

Financial consulting for real estate offers tailored advice on investment strategies, cash flow management, and property valuation. Tip: Ensure your cloud accounting platform has robust security measures to protect sensitive financial information. Optimize your tax planning with expert services.

Accounting 52

Accounting Tax Planning CFO Startups 52

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. Might be a source of tax-free income ( unless the IRS says otherwise )!

Tax Planning 130

Tax Planning Compliance Planning Communication 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

Barry Ritholtz

AUGUST 15, 2023

SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning.

Investments 52

Investments Benchmarking Marketing Treasury 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