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How Advisors Can Offer Tax Planning And Stay In Compliance

CFO News Room

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.

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Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? And I got my CPA when I was at the accounting firm and started my CFA. Michael: So, did that have, I guess, just revenue complications for you?

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Transcript: Gary Cohn

Barry Ritholtz

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

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