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

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

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. RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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 Accounting Marketing 130