CFO Simplified

MARCH 7, 2024

We anticipate that the US Department of Treasury will appeal to the US Court of Appeals for the 11th Circuit. 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

We anticipate that the US Department of Treasury will appeal to the US Court of Appeals for the 11th Circuit. 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

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. Hank Paulson had left to go become treasury secretary. We started on that plan in December of 16. And by the middle of December we’re already starting to talk about taxes. Made sense.

Marketing 107

Marketing Treasury Banking Profit and Loss 107