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 Simplified

MARCH 7, 2024

accounting firms, SEC registered businesses, insurance companies, and publicly traded corporations). We anticipate that the US Department of Treasury will appeal to the US Court of Appeals for the 11th Circuit. There are several exemptions to these new reporting requirements, including an exemption for operating businesses (i.e.,

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). We anticipate that the US Department of Treasury will appeal to the US Court of Appeals for the 11th Circuit. There are several exemptions to these new reporting requirements, including an exemption for operating businesses (i.e.,

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). For advisors who are prohibited from giving tax advice, tax planning can be an alternative approach for discussing tax matters with clients.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 8, 2022

But we want it on the calendar so that we keep clients and ourselves accountable so that we make sure that those meetings actually do happen. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability.

Restructuring 130

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Musings on Markets

MAY 11, 2021

In the United States, the discussion of what individuals pay as taxes on their investment income is complicated by where that investment income originates.

Investments 52

Investments Valuation Treasury Forecasting 52

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” ” And it turned out, if you looked at the market at that time, it was, I’ll call it 1%, five-year treasury or 10-year treasury.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52