CFA Institute
JANUARY 13, 2023
While risk management may be the key component of wealth preservation, what often gets overlooked is how much smart tax planning can do to help clients retain more of their wealth. After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.
Future CFO
SEPTEMBER 14, 2020
Tam noted that FP&A professionals will then need to “revisit their financing and liquidity strategies, centralize decisions for cash release upon the applications of government stimulus, and implement tax planning strategies that can reduce cash expenditures and preserve budget.”. For Sofitel’s Lee, the issues lie with governance.
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CFO News Room
DECEMBER 28, 2022
He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” The Economic Growth and Tax Relief Reconciliation Act (EGTRA) of 2001 created IRA catch-up contributions, effective for 2002 and future years.
Barry Ritholtz
OCTOBER 19, 2022
You know, we do the typical stuff, market economic outlooks and research there, product research. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning.
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.
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