Compliance Economics Nonprofit Tax Planning 
CFO News Room
NOVEMBER 30, 2022
Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
CFO News Room
NOVEMBER 22, 2022
Not go out of our lane, like do tax returns, but having intimate knowledge of taxes, having intimate knowledge of estate planning, and put it all together. And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. And we don’t want that.”
Barry Ritholtz
AUGUST 15, 2023
Let me say what your compliance wouldn’t allow you to say. And it got to the point where there was the potential to do this nonprofit, like charitable bet. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. RITHOLTZ: You were crushing it.
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