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

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 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. Affects how much can be saved to pre- and after-tax accounts !

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

NOVEMBER 15, 2022

And so, what we did, and I guess the advantage of being with a broker-dealer is those are now Commonwealth house accounts. Just they’re Commonwealth house accounts, so that slice of what was 6% of revenue, it goes to them. They’re just handling the existing house accounts that are there. Stacey: Absolutely.

Planning 130

Planning Accounting Compliance Math 130