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When Saving for Retirement in Taxable Account Is a Good Idea

Most people associate saving for retirement with tax deferred or non-taxable accounts: 401(k)s, 403(b)s, Traditional IRAs, Roth IRAs, etc. The tax benefits of these types of retirement accounts give individuals advantages over simply investing in a regular taxable brokerage account.

Savings for retirement in a standard taxable account can also have its place – and the option shouldn’t be ignored. In this article, we’ll look at a handful of reasons why doing so might just be the best option. Read more

How to Budget for Estimated Tax Payments

According to a March 22 Internal Revenue Service News Release, 2018 federal tax filers might be able to have any penalties for an underpayment of estimated tax removed. This could be possible if they’ve paid at least 80 percent of their 2018 tax obligations through either quarterly estimated payments, income tax withholdings or a combination of both during the 2018 calendar year. Read more

The Power of Financial Modeling


Here is a brief video of our founder at TOP CFOS explaining the power behind financial modeling. Many people have no idea what can come from financial models only until they see the value behind it all. Check it out!

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Key Performance Indicators and Your Business

Key Performance Indicators, also known as KPIs, are core measurements that businesses use to monitor progress toward achieving goals and targets. KPIs, which vary widely by industry and entity structure, can be used to monitor and track all aspects of your business. Management teams pay close attention to KPIs, looking for anything out of line that indicates action needs to be taken. In this series on KPIs, we’ll look at the difference between KPIs and metrics, methods for choosing KPIs, how to define KPIs and the best ways to track and communicate findings.

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The Strategy Table

By Tyler Garrett, executive assistant to Randy Russon, founder of TOP CFOS

If there’s anything we love to do, it’s sitting at your firm’s strategy table. In the world of business, nothing is more exciting than this. We love hearing great people share great ideas. Some of the world’s greatest innovations have come from the collaborative efforts of gifted people! Sometimes all it takes is one good idea to change the world.

One topic we never tire of while sitting at the strategy table is finding ways to outmaneuver your competition. We study your competitors to see what they’re doing and how they’re doing it. We go to their websites: How do they look? What kind of content do they have? We study your competitors’ offerings to see if you can do it better. We help you strive to be on the forefront of your industry.

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