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. A prime example of this is backdoor Roth contributions.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

DECEMBER 28, 2022

Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning® , both offered through Horsesmouth, LLC. The Economic Growth and Tax Relief Reconciliation Act (EGTRA) of 2001 created IRA catch-up contributions, effective for 2002 and future years.

Planning 130

Planning Securities Accounting Tax Planning 130

CFO News Room

NOVEMBER 23, 2022

But among the various options, solo 401(k) plans – also known as individual 401(k), I-401(k), and solo(k) plans – offer some of the most versatile and powerful options for self-employed workers to build retirement savings.

Planning 130

Planning Mergers and Acquisitions (M&A) Investments Accounting 130

Barry Ritholtz

OCTOBER 3, 2023

There’s ways around that during reconciliation for budget bills and things like that. So I think when we look back at this with enough years of data with the covid blip being a blip, not, not that it’s a blip, it’s a blip in tax terms, 01:19:21 [Speaker Changed] It was a couple of years in tax terms for sure.

Marketing 108

Marketing Treasury Banking Profit and Loss 108