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

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s part of their own tax planning. And what’s their budget like a fraction of it, right? So you go back a couple of years and you could say, “Well, what return is available buying a treasury?”

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

OCTOBER 3, 2023

Hank Paulson had left to go become treasury secretary. Well 00:39:25 [Speaker Changed] Then, then a week or two later, I think it was within a week or two, that’s when treasury decided they were gonna put tarp money into all the banks, regardless of those that had raised capital or not. We now had the securities business.

Marketing 107

Marketing Treasury Banking Profit and Loss 107