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). Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

Tax Planning 59

Tax Planning Compliance Restructuring Treasury 59

Nerd's Eye View

OCTOBER 14, 2022

While this will help seniors keep pace with rising prices, it also creates tax planning opportunities for advisors and raises the possibility that the Social Security Trust Fund could be depleted sooner than expected. Why accounting firms have become hot acquisition targets for RIAs. for 2023, the largest COLA since 1981.

Tax Planning 86

Tax Planning Practice Management Accounting Firms Securities 86

CFO Simplified

MARCH 7, 2024

accounting firms, SEC registered businesses, insurance companies, and publicly traded corporations). Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

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 130

Planning Accounting Compliance Math 130

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. 01:19:36 [Speaker Changed] Absolutely.

Marketing 106

Marketing Treasury Banking Profit and Loss 106