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. Author: Michael Kitces.

Planning 130

Planning Accounting Compliance Math 130

Barry Ritholtz

OCTOBER 3, 2023

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Gary Cohn ] 00:05:28 Be?

Marketing 107

Marketing Treasury Banking Profit and Loss 107