Accounting Firms, Budgeting, Reconciliations and Tax Planning

How Advisors Can Offer Tax Planning And Stay In Compliance

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. Affects how much can be saved to pre- and after-tax accounts !

Tax Planning

Tax Planning Compliance Planning Communication

Transcript: Gary Cohn

Barry Ritholtz

OCTOBER 3, 2023

There’s ways around that during reconciliation for budget bills and things like that. Partnerships, law firms, accounting firms go down the list. 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well. 01:19:36 [Speaker Changed] Absolutely.

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Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

How Advisors Can Offer Tax Planning And Stay In Compliance

Transcript: Gary Cohn

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