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: 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 you go back a couple of years and you could say, “Well, what return is available buying a treasury?” Let Bill worry about it.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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 106

Marketing Treasury Banking Profit and Loss 106