Remove 2014 Remove Compliance Remove Ethics
article thumbnail

Don't get an "F" on FBAR

Brown Advisory

We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. As such, even the most ethical taxpayers may feel anxiety about these reports, since they may end up being punished despite the best intentions. In 2022, a professor with dual U.S.

article thumbnail

Transcript: Luis Berruga, Global X ETFs

The Big Picture

RITHOLTZ: So you joined Global X in 2014. I joined Global X in 2014, and we have, if I remember correctly, approximately $1.5 But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. What led you to them from Jefferies? BERRUGA: Great question.

Clients 163
article thumbnail

Don't get an "F" on FBAR

Brown Advisory

We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. As such, even the most ethical taxpayers may feel anxiety about these reports, since they may end up being punished despite the best intentions. In 2022, a professor with dual U.S.