Reconciliations, Securities, Tax Planning and Treasury

How Advisors Can Offer Tax Planning And Stay In Compliance

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. Might be a source of tax-free income ( unless the IRS says otherwise )!

Tax Planning

Tax Planning Compliance Planning Communication

Transcript: Gary Cohn

Barry Ritholtz

OCTOBER 3, 2023

So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division. We now had the securities business. Hank Paulson had left to go become treasury secretary. They didn’t even know who they were.

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Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

How Advisors Can Offer Tax Planning And Stay In Compliance

Transcript: Gary Cohn

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