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

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. And what’s their budget like a fraction of it, right? So, it cost the firm $320,000, well worth every penny? Or was this a, like, to me it sounds like the whole thing was spectacular. RITHOLTZ: Right.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

NOVEMBER 21, 2022

The Reagan administration and the Volcker Federal Reserve successfully tamed inflation and ushered in an era of economic growth and prosperity. By increasing the cost of borrowing and thereby quelling demand, and by cutting taxes and thereby unburdening supply, Reagan and Volcker established the conditions for an economic recovery.

Economics 130

Economics Tax Planning Budgeting Numbers 130

CFO News Room

DECEMBER 23, 2022

We also have a number of articles on spending and budgeting: Why advisors might want to consider using a client service calendar to organize the wide range of services they provide for clients throughout the year. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 28, 2022

Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning® , both offered through Horsesmouth, LLC. Elimination Of RMDs For Plan Roth Accounts. eliminates RMDs for Roth accounts in qualified employer plans beginning in 2024.

Planning 130

Planning Securities Accounting Tax Planning 130

PYMNTS

NOVEMBER 3, 2017

The GOP released its tax plan Thursday (Nov. 2), offering a glimpse into its Tax Cuts and Jobs Act that includes plans for corporate taxes. According to reports in The New York Times , Republican tax reform efforts would impose a minimum global tax of 10 percent for American multinational corporations.

Tax Planning 40

Tax Planning Budgeting Planning Economics 40

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

Marketing 112

Marketing Banking Profit and Loss Treasury 112