Accounting Firms, Communication, Reconciliations and Treasury

How Advisors Can Offer Tax Planning And Stay In Compliance

CFO News Room

NOVEMBER 30, 2022

Having a framework for the types of advice to give and for the language to use when communicating strategies to clients can reduce the confusion of being obliged to provide guidance on taxes while being prohibited from giving actual tax advice. With such a framework, advisors can be more confident in advising their clients about tax strategy.

Tax Planning

Tax Planning Compliance Planning Communication

Transcript: Gary Cohn

Barry Ritholtz

OCTOBER 3, 2023

Hank Paulson had left to go become treasury secretary. Well 00:39:25 [Speaker Changed] Then, then a week or two later, I think it was within a week or two, that’s when treasury decided they were gonna put tarp money into all the banks, regardless of those that had raised capital or not. We now had the securities business.

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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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