CFO Simplified

MARCH 7, 2024

Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

Tax Planning 59

Tax Planning Compliance Restructuring Treasury 59

CFO Simplified

MARCH 7, 2024

Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Future CFO

MAY 24, 2020

Particularly, compliance (27%) is the top priority for the tax function, even as they are balancing multiple priorities like tax planning (22%), proactively supporting the wider business and capital agenda (21%), managing the tax function’s cost (16%) and positioning the tax function to provide insights (13%).

Finance 52

Finance Compliance Restructuring Tax Planning 52

Barry Ritholtz

OCTOBER 3, 2023

At the time, the Mexican, after the Mexican restructuring, they had, they had Mexican bonds with an oil option embedded in them. It, it, it’s really a fairly comprehensive package and very different than previous tax cuts that were just, Hey, we’re just gonna play around with the different rates. Made sense.

Marketing 106

Marketing Treasury Banking Profit and Loss 106