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. When Tax Advice Is Restricted To Designated Tax Professionals.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

NOVEMBER 15, 2022

And that is a very simple, it’s easy to communicate, and it’s very clear. Like, when we have the visits of the division, they have the software that handles the signups, they communicate with the division about those. And I got my CPA when I was at the accounting firm and started my CFA. Team Kitces.

Planning 130

Planning Accounting Compliance Math 130

Barry Ritholtz

OCTOBER 3, 2023

You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing. She left there, she became a crisis communications expert. She worked on some of the most, you know, known crisis communication issues. Partnerships, law firms, accounting firms go down the list.

Marketing 107

Marketing Treasury Banking Profit and Loss 107