Sentences with phrase «closely with a financial advisor»

«For the past several months, we have worked closely with our financial advisors and evaluated various strategic alternatives with respect to Qdoba, including a sale or spin - off, as well as opportunities to refranchise company restaurants,» Lenny Comma, CEO and chairman of Jack in the Box, said in a statement.

Additionally, we will work closely with your financial advisor and other estate and tax professionals to develop a comprehensive strategy for your situation and goals.

By working closely with your financial advisor, you can help ensure that your portfolio is properly diversified and that your financial plan supports your long - term goals, time horizon and tolerance for risk.

Work closely with a financial advisor who can offer expertise and guidance to help you focus on actions that add value.

Not exact matches

It's critical for financial planners and investment advisors to work closely with their clients» estate planning experts, because they're able to spot problems early, while there is still time to fix them.

However, it's still important to work closely with your accountant or financial advisor to make sure the required information around the T1135 is provided.

As principal advisor to the Secretary on budget, program performance, and financial management matters, the CFO works closely with the Deputy Secretary, the Inspector General, other secretarial officers, and heads of operating administrations.

Perhaps in ten or twenty years most financial advisors will be fiduciaries, with incentives that are closely, if not perfectly, aligned with those of their clients.

Jamie Golombek works closely with advisors and clients from CIBC Private Wealth Management, Wood Gundy, CIBC Imperial Service and other CIBC partners to deliver integrated financial planning and strong advisory solutions.

We believe an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long - term investment success.

The roles responsibilities include (but are not limited to) providing first line support to the practice group, ensuring that the strategy, plans and structures are in place and aligned to the firm's strategic goals; supporting the annual budgeting and forecasting activities within the practice group; providing in - depth analytical support on financial performance at practice group and team level; be the business advisor to the practice group and helping the group effectively manage their financial performance; providing training for groups of partners and lawyers, recommending improvements in efficiencies and practices; working with partners, heads of department and others to encourage best practice in relation to accounting and profitability, pricing and matter management; being the finance representative, working closely and collaboratively with business services teams; and developing a best practice approach within the practice and improving the efficiency of processes.

Attendees include financial advisors, accountants, family offices, foreign attorneys, tax directors and trust advisors who are working with multinational companies, closely - held businesses, and high net worth individuals engaged in cross-border business or investments.

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

When we negotiate these kinds of settlements, we often work closely with your accountant and financial advisor.

Buena Vista Financial Resources» commitment is to work closely with you and your advisors to provide the knowledge and tools that will allow you to make informed, appropriate decisions based on your unique personal situation, needs and goals.

We recommend you work closely with all your advisors to make the best decisions for your personal financial portfolio.