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.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO Simplified

MARCH 7, 2024

accounting firms, SEC registered businesses, insurance companies, and publicly traded corporations). Many “beneficial owners” choose to obtain something called a “FinCEN ID,” which is a unique identifying number issued to an individual by FinCEN.

Tax Planning 59

Tax Planning Compliance Restructuring Treasury 59

CFO Simplified

MARCH 7, 2024

accounting firms, SEC registered businesses, insurance companies, and publicly traded corporations). Many “beneficial owners” choose to obtain something called a “FinCEN ID,” which is a unique identifying number issued to an individual by FinCEN.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

CFO News Room

NOVEMBER 15, 2022

And it’s based on what your assets under management are, your number of accounts. And we also converted a fair number of non-managed accounts to manage when we made this transition. There was no repapering of accounts, clients didn’t get new account numbers. Is it a similar fee?

Planning 130

Planning Accounting Compliance Math 130