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. How The IRS Regulates Tax Advice.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Musings on Markets

MAY 11, 2021

Historical Stock Returns: Pre and Post-tax At the start of every year, I update a dataset , where I look at historical returns on stocks over time, and compare these returns to returns on treasury bonds/bills, corporate bonds and gold.

Investments 52

Investments Valuation Treasury Forecasting 52

CFO News Room

NOVEMBER 8, 2022

And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. And then we look at estate planning. And then in the fall, we look at tax planning. And so, that can move the numbers, as well.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. It’s part of their own tax planning.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52