Accounting Firms, Forecasting and Tax Planning

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

CFO News Room

NOVEMBER 15, 2022

While I don’t prepare tax returns, I do a lot of tax planning, and forecasting, and really making sure, possibly even bullying a little bit, to change their charitable contributions to QCDs when they’re 70 and a half. And I got my CPA when I was at the accounting firm and started my CFA.

Planning

Planning Accounting Compliance Math

Transcript: Gary Cohn

Barry Ritholtz

OCTOBER 3, 2023

Partnerships, law firms, accounting firms go down the list. Venture capital 01:12:11 [Speaker Changed] Firms, we have some, some even larger major training companies, major retail companies that are LLCs are pass through companies. I mean, it’s impossible to forecast this sort of thing.

Marketing

Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

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

Transcript: Gary Cohn

Webinars

Stay Connected