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 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. How The IRS Regulates Tax Advice.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” ” And it turned out, if you looked at the market at that time, it was, I’ll call it 1%, five-year treasury or 10-year treasury.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). For advisors who are prohibited from giving tax advice, tax planning can be an alternative approach for discussing tax matters with clients.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

DECEMBER 2, 2020

To that point, the new digital tax plan would also take on providers of free online services, like Facebook and Google, and start taxing short-term online real estate rentals, such as those provided by Airbnb. A Global Fight. From the U.K.’s However, those talks broke down in June after U.S.

Tax Planning 78

Tax Planning Treasury Budgeting Sales 78

Global Finance

DECEMBER 6, 2024

It enables efficient data aggregation, accounting, and treasury management, streamlining an otherwise complex, time-consuming process. Investment advice, tax planning, and estate planning are among the services offered to these clients.

Banking 97

Banking Education Investments Leadership 97

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%?”

Restructuring 130

Restructuring Planning Marketing Accounting 130

Musings on Markets

MAY 11, 2021

Historical Stock Returns: Pre and Post-tax At the start of every year, I update a dataset , where I look at historical returns on stocks over time, and compare these returns to returns on treasury bonds/bills, corporate bonds and gold.

Investments 52

Investments Valuation Treasury Forecasting 52

PYMNTS

FEBRUARY 1, 2021

Bruno Le Maire , the finance minister of France, embraced the support of the Biden administration on a potential international tax on Big Tech, CNBC reported. “I Former President Donald Trump was against the potential tax plans, contending that they discriminated against U.S.

Finance 40

Finance Compliance Tax Planning Treasury 40

Barry Ritholtz

OCTOBER 3, 2023

Hank Paulson had left to go become treasury secretary. Well 00:39:25 [Speaker Changed] Then, then a week or two later, I think it was within a week or two, that’s when treasury decided they were gonna put tarp money into all the banks, regardless of those that had raised capital or not. I said, treasury can. I said, sure.

Marketing 112

Marketing Banking Treasury Profit and Loss 112