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 130

Tax Planning Compliance Planning Communication 130

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. And notably, while no single change in SECURE 2.0

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. The end of the year is often a busy time for financial advisors, as they help clients with year-end tax planning, taking the proper RMDs, and other time-sensitive tasks.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 17, 2022

Among respondents without an advisor, 27% said they would be interested in receiving help on retirement income planning (27%), Social Security and Medicare advice (22%), developing a financial plan (22%), and tax guidance (21%), though notably tax guidance was the top area cited among those with at least $500,000 in assets.

Education 130

Education Planning Benchmarking Investments 130

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. Is it at 1.5%? And then we have the 0% cap.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52