CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we look at estate planning.

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Restructuring Planning Marketing Accounting 130

Future CFO

SEPTEMBER 3, 2024

Mayank Goel , Partner Indirect Tax at KPMG India , says that from the point-of-view of a CFO, visualising this involves integrating tax planning seamlessly into the broader corporate strategy. 1. Strategic Tax Planning and Risk Management - CFOs need to view taxes beyond mere compliance.

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Leverage Tax Planning Restructuring Strategic Planning 59

CFO Plans

JULY 18, 2024

Expert real estate accounting services can help property owners navigate the complexities of tax laws, identify potential deductions, and avoid costly penalties. Explore our strategic tax planning services. Case Study: A commercial real estate investor faced significant tax liabilities due to improper planning.

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Accounting Compliance CFO Restructuring 52

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. At the time, the Mexican, after the Mexican restructuring, they had, they had Mexican bonds with an oil option embedded in them. You sell a naked call, you [ Barry Ritholtz ] Right. Made sense.

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Marketing Banking Treasury Profit and Loss 112