Jump to content

Harris myCFO: Difference between revisions

From Wikipedia, the free encyclopedia
Browse history interactively
← Previous editNext edit →
Content deleted Content added
VisualWikitext
No edit summary
m added italics
Line 1: Line 1:
'''Harris myCFO''' is a [[wealth management]] unit of [[BMO Harris Bank]] serving [[high-net-worth individual]]s and families.<ref name="Harris myCFO Official Website">{{cite web|url=http://www.harrismycfo.com/About+Us/Our+Approach|title=About Us: Our Approach|accessdate=2011-10-25}}</ref> In 2002, Harris acquired certain assets of myCFO, Inc., originally founded by James H. Clark, in a $30&nbsp;million deal.<ref name=CNET>{{cite news |url=http://news.cnet.com/2100-1023-960749.html|title=Netscape founder sells start-up myCFO|publisher=[[CNET]]|date=03 October 2002|accessdate=2011-11-29|first=Paul|last=Festa}}</ref> Harris myCFO provides a variety of services including investment advisory and [[family office]] services. Harris myCFO managed over $18 billion in assets in 2011 and Forbes ranked the company seventh on a list of top fee-only investment advisors.<ref name=Bloomberg>{{cite news|url=http://www.bloomberg.com/news/2011-08-08/hsbc-tops-family-office-list-as-money-firms-manage-rises-17-.html|title=HSBC Tops Family Office List as Money Firms Manage Rises 17|publisher=[[Bloomberg.com]]|date=08 August 2011|accessdate=2011-11-29|first=Anthony|last=Effinger}}</ref>
'''Harris myCFO''' is a [[wealth management]] unit of [[BMO Harris Bank]] serving [[high-net-worth individual]]s and families.<ref name="Harris myCFO Official Website">{{cite web|url=http://www.harrismycfo.com/About+Us/Our+Approach|title=About Us: Our Approach|accessdate=2011-10-25}}</ref> In 2002, Harris acquired certain assets of myCFO, Inc., originally founded by James H. Clark, in a $30&nbsp;million deal.<ref name="CNET">{{cite news |url=http://news.cnet.com/2100-1023-960749.html|title=Netscape founder sells start-up myCFO|publisher=[[CNET]]|date=03 October 2002|accessdate=2011-11-29|first=Paul|last=Festa}}</ref> Harris myCFO provides a variety of services including investment advisory and [[family office]] services. Harris myCFO managed over $18 billion in assets in 2011 and ''Forbes'' ranked the company seventh on a list of top fee-only investment advisors.<ref name="Bloomberg">{{cite news|url=http://www.bloomberg.com/news/2011-08-08/hsbc-tops-family-office-list-as-money-firms-manage-rises-17-.html|title=HSBC Tops Family Office List as Money Firms Manage Rises 17|publisher=[[Bloomberg.com]]|date=08 August 2011|accessdate=2011-11-29|first=Anthony|last=Effinger}}</ref>


==Services==
==Services==
Line 21: Line 21:
===Office of the President===
===Office of the President===
[[File:Joe Calabrese.jpg|100px|Joe Calabrese]]
[[File:Joe Calabrese.jpg|100px|Joe Calabrese]]
*Joe Calabrese- President, Harris myCFO, Inc.<ref name=Harris myCFO Site>{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Calabrese_Joe.pdf|title=Joe Calabrese|accessdate=2011-12-05}}</ref>
*Joe Calabrese- President, Harris myCFO, Inc.<ref name="Harris">{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Calabrese_Joe.pdf|title=Joe Calabrese|accessdate=2011-12-05}}</ref>
[[File:Craig Rawlins.jpg|100px|Craig Rawlins]]
[[File:Craig Rawlins.jpg|100px|Craig Rawlins]]
*Craig Rawlins- President, Harris myCFO Investment Advisory Services, LLC <ref name=PR Newswire Release>{{cite web|url=http://www.prnewswire.com/news-releases/craig-rawlins-joins-as-president-harris-mycfo-investment-advisory-services-ias-78249007.html|title=Craig Rawlins Joins as President Harris myCFO Investment Advisory Services IAS|accessdate=2011-12-05}}</ref>
*Craig Rawlins- President, Harris myCFO Investment Advisory Services, LLC <ref name="PR">{{cite web|url=http://www.prnewswire.com/news-releases/craig-rawlins-joins-as-president-harris-mycfo-investment-advisory-services-ias-78249007.html|title=Craig Rawlins Joins as President Harris myCFO Investment Advisory Services IAS|accessdate=2011-12-05}}</ref>
[[File:John Benevides.jpg|100px|John Benevides]]
[[File:John Benevides.jpg|100px|John Benevides]]
*John Benevides- President, Harris myCFO, Inc. Family Office Services <ref name=PR Newswire Release>{{cite web|url=http://www.prnewswire.com/news-releases/harris-mycfo-appoints-john-benevides-to-executive-leadership-position-103300269.html|title=Harris myCFO™ Appoints John Benevides to Executive Leadership Position|accessdate=2011-12-05}}</ref>
*John Benevides- President, Harris myCFO, Inc. Family Office Services <ref name="PR">{{cite web|url=http://www.prnewswire.com/news-releases/harris-mycfo-appoints-john-benevides-to-executive-leadership-position-103300269.html|title=Harris myCFO™ Appoints John Benevides to Executive Leadership Position|accessdate=2011-12-05}}</ref>


===Operations===
===Operations===
*James Hering- Chief Operating Officer, Harris myCFO, Investment Advisory Services, LLC <ref name=Harris myCFO Site>{{cite web|url=http:// www.harrismycfo.com/vgn/cfo/pdf/Hering_Jim.pdf|title=Jim Hering|accessdate=2011-12-05}}</ref>
*James Hering- Chief Operating Officer, Harris myCFO, Investment Advisory Services, LLC <ref name="Harris">{{cite web|url=http:// www.harrismycfo.com/vgn/cfo/pdf/Hering_Jim.pdf|title=Jim Hering|accessdate=2011-12-05}}</ref>


===Investment advisory services===
===Investment advisory services===
*Lorraine Monick- Managing Director, Harris myCFO Investment Advisory Services, LLC <ref name=Harris myCFO Site>{{cite web|url=http://www.harrismycfo.com/vgn/cfo/monick.html|title=Lorraine Monick|accessdate=2011-12-05}}</ref>
*Lorraine Monick- Managing Director, Harris myCFO Investment Advisory Services, LLC <ref name="Harris">{{cite web|url=http://www.harrismycfo.com/vgn/cfo/monick.html|title=Lorraine Monick|accessdate=2011-12-05}}</ref>


===Tax planning===
===Tax planning===
*Harvey Armstrong- Executive Managing Director, Harris myCFO, Inc. <ref name=Businessweek>{{cite web|url=http://investing.businessweek.com/research/stocks/private/person.asp?personId=38612021&privcapId=645947&previousCapId=645947&previousTitle=myCFO%20Inc|title=Businessweek Executive Profile: Harvey L. Armstrong|accessdate=2011-12-05}}</ref>
*Harvey Armstrong- Executive Managing Director, Harris myCFO, Inc. <ref name="Businessweek">{{cite web|url=http://investing.businessweek.com/research/stocks/private/person.asp?personId=38612021&privcapId=645947&previousCapId=645947&previousTitle=myCFO%20Inc|title=Businessweek Executive Profile: Harvey L. Armstrong|accessdate=2011-12-05}}</ref>
*Debra Doran- Managing Director, Harris myCFO, Inc. <ref name=Harris myCFO Site>{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Doran_Debra.pdf|title=Debra Doran|accessdate=2011-12-05}}</ref>
*Debra Doran- Managing Director, Harris myCFO, Inc. <ref name="Harris">{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Doran_Debra.pdf|title=Debra Doran|accessdate=2011-12-05}}</ref>
*Kristine Givens- Managing Director, Harris myCFO, Inc. <ref name=Harris myCFO Site>{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/.../WO09_Kristine_M_Givens.pdf|title=Kristine M. Givens|accessdate=2011-12-05}}</ref>
*Kristine Givens- Managing Director, Harris myCFO, Inc. <ref name="Harris">{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/.../WO09_Kristine_M_Givens.pdf|title=Kristine M. Givens|accessdate=2011-12-05}}</ref>
*Ron Gong- Managing Director, Harris myCFO, Inc. <ref name=Harris myCFO Site>{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Gong_Ronald.pdf|title=Ronald Gong|accessdate=2011-12-05}}</ref>
*Ron Gong- Managing Director, Harris myCFO, Inc. <ref name="Harris">{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Gong_Ronald.pdf|title=Ronald Gong|accessdate=2011-12-05}}</ref>


===Estate planning and trust services ===
===Estate planning and trust services ===
*Jim Cody- Director, Estate Planning & Trust Services, Harris myCFO, Inc. <ref name=Harris myCFO Site>{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Cody_Jim.pdf|title=Jim Cody|accessdate=2011-12-05}}</ref>
*Jim Cody- Director, Estate Planning & Trust Services, Harris myCFO, Inc. <ref name="Harris">{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Cody_Jim.pdf|title=Jim Cody|accessdate=2011-12-05}}</ref>
*David Sawyer- Managing Director, BMO Harris Bank, N.A. <ref name=Harris myCFO Site>{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Sawyer_David.pdf|title=David Sawyer|accessdate=2011-12-05}}</ref>
*David Sawyer- Managing Director, BMO Harris Bank, N.A. <ref name="Harris">{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Sawyer_David.pdf|title=David Sawyer|accessdate=2011-12-05}}</ref>


===Philanthropy===
===Philanthropy===
*Claudia Sangster- Director, Philanthropy, Estate Planning & Trust Services <ref name=Harris myCFO Site>{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Sangster_Claudia.pdf|title=Claudia Sangster|accessdate=2011-12-05}}</ref>
*Claudia Sangster- Director, Philanthropy, Estate Planning & Trust Services <ref name="Harris">{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Sangster_Claudia.pdf|title=Claudia Sangster|accessdate=2011-12-05}}</ref>


===Risk management and insurance advisory===
===Risk management and insurance advisory===
*Zan Sloan- Principal, Harris myCFO, Inc. <ref name=Harris myCFO Site>{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Sloan_Alexandra.pdf|title=Alexandra Sloan|accessdate=2011-12-05}}</ref>
*Zan Sloan- Principal, Harris myCFO, Inc. <ref name="Harris">{{cite web|url=http://www.harrismycfo.com/vgn/cfo/pdf/Sloan_Alexandra.pdf|title=Alexandra Sloan|accessdate=2011-12-05}}</ref>


===Capital advisory services and custom banking===
===Capital advisory services and custom banking===
*Jim Minich- Managing Director, BMO Harris Bank, N.A.<ref name=PR-Inside>{{cite web|url=http://www.pr-inside.com/harris-mycfo-appoints-jim-minich-managing-r2336334.htm|title=Harris myCFO® Appoints Jim Minich Managing Director, Banking|accessdate=2011-12-05}}</ref>
*Jim Minich- Managing Director, BMO Harris Bank, N.A.<ref name="PR-Inside">{{cite web|url=http://www.pr-inside.com/harris-mycfo-appoints-jim-minich-managing-r2336334.htm|title=Harris myCFO® Appoints Jim Minich Managing Director, Banking|accessdate=2011-12-05}}</ref>




Line 56: Line 56:
Harris myCFO has been recognized for its accomplishments in the corporate environment.
Harris myCFO has been recognized for its accomplishments in the corporate environment.


*Ranked 7th on ''[[Forbes]]'', "Top 50 Financial Advisors" list (2011)<ref name=The Street & PR Newswire>{{cite web|url=http://www.thestreet.com/story/11002178/1/harris-mycfo-investment-advisory-services-llc-ranks-seventh-on-forbes-top-50-financial-advisors-for-2011.html|title=Harris MyCFO Investment Advisory Services, LLC Ranks Seventh On Forbes' Top 50 Financial Advisors For 2011|accessdate=2011-12-13}}</ref>
*Ranked 7th on ''[[Forbes]]'', "Top 50 Financial Advisors" list (2011)<ref name="The">{{cite web|url=http://www.thestreet.com/story/11002178/1/harris-mycfo-investment-advisory-services-llc-ranks-seventh-on-forbes-top-50-financial-advisors-for-2011.html|title=Harris MyCFO Investment Advisory Services, LLC Ranks Seventh On Forbes' Top 50 Financial Advisors For 2011|accessdate=2011-12-13}}</ref>
*Ranked 9th on Bloomberg Markets’ “Top 50 Family Offices” list (2011)<ref name=Bloomberg>{{cite news|url=http://mobile.bloomberg.com/news/2011-08-08/hsbc-tops-family-office-list-as-money-firms-manage-rises-17-|title=HSBC Tops Family Office List as Money Firms Manage Rises 17%|accessdate=2011-12-13 | work=Bloomberg}}</ref>
*Ranked 9th on Bloomberg Markets’ “Top 50 Family Offices” list (2011)<ref name="Bloomberg">{{cite news|url=http://mobile.bloomberg.com/news/2011-08-08/hsbc-tops-family-office-list-as-money-firms-manage-rises-17-|title=HSBC Tops Family Office List as Money Firms Manage Rises 17%|accessdate=2011-12-13 | work=Bloomberg}}</ref>
*Ranked 5th on Investment News’ “Top RIAs” list (2010)<ref name=PR Newswire- Banking & Financial Services Press Release>{{cite web|url=http://www.prnewswire.com/news-releases/harris-mycfo-investment-advisory-services-llc-ranks-fifth-in-investment-news-top-ria-listings-103430379.html|title=Harris myCFO Investment Advisory Services, LLC Ranks Fifth In Investment News Top RIA Listings|accessdate=2011-12-13}}</ref>
*Ranked 5th on Investment News’ “Top RIAs” list (2010)<ref name="PR">{{cite web|url=http://www.prnewswire.com/news-releases/harris-mycfo-investment-advisory-services-llc-ranks-fifth-in-investment-news-top-ria-listings-103430379.html|title=Harris myCFO Investment Advisory Services, LLC Ranks Fifth In Investment News Top RIA Listings|accessdate=2011-12-13}}</ref>
*Ranked 3rd on Forbes "Top 50 Fee-Only Advisers" list (2008)<ref name=Forbes>{{cite news|url=http://www.forbes.com/lists/2008/27/financialaunch08_Harris-MyCFO_Z003.html|title=Top 50 Fee-Only Advisers #3 Harris MyCFO|accessdate=2011-12-13 | work=Forbes|date=2008-10-06}}</ref>
*Ranked 3rd on ''Forbes'' "Top 50 Fee-Only Advisers" list (2008)<ref name="Forbes">{{cite news|url=http://www.forbes.com/lists/2008/27/financialaunch08_Harris-MyCFO_Z003.html|title=Top 50 Fee-Only Advisers #3 Harris MyCFO|accessdate=2011-12-13 | work=Forbes|date=2008-10-06}}</ref>
*James R. Cody named amongst "Top Attorneys in Northern California" by ''San Francisco Magazine'' (2007)<ref>{{cite news|title= 2007 Top Attorneys in Northern California|work=San Francisco Magazine|date=2007}}</ref>
*James R. Cody named amongst "Top Attorneys in Northern California" by ''San Francisco Magazine'' (2007)<ref>{{cite news|title=2007 Top Attorneys in Northern California|work=San Francisco Magazine|date=2007}}</ref>
*James R. Cody named amongst "Top Northern California Lawyers" by ''San Francisco Magazine'' (2006)<ref>{{cite news|title= 2006 Top Attorneys in Northern California|work=San Francisco Magazine|date=2006}}</ref>
*James R. Cody named amongst "Top Northern California Lawyers" by ''San Francisco Magazine'' (2006)<ref>{{cite news|title=2006 Top Attorneys in Northern California|work=San Francisco Magazine|date=2006}}</ref>




==Locations==
==Locations==
<ref name=Harris myCFO Official Website>{{cite web|url=http://www.harrismycfo.com/Common/Contact+Us+Location|title=Locations|accessdate=2011-12-05}}</ref>
<ref name="Harris">{{cite web|url=http://www.harrismycfo.com/Common/Contact+Us+Location|title=Locations|accessdate=2011-12-05}}</ref>
*[[Palo Alto]], California
*[[Palo Alto]], California
*[[Chicago]], Illinois
*[[Chicago]], Illinois
Line 76: Line 76:


==Events, organizations, and conference sponsorships==
==Events, organizations, and conference sponsorships==
*Goodman Theater Sponsor <ref name=Goodman Theatre Website>{{cite web|url=http://www.goodmantheatre.org/support/Salutes.aspx |title=Institutional Donors |accessdate=2011-12-30}}</ref>
*Goodman Theater Sponsor <ref name="Goodman">{{cite web|url=http://www.goodmantheatre.org/support/Salutes.aspx |title=Institutional Donors |accessdate=2011-12-30}}</ref>
*Seattle Repertory Season Sponsor-2011 <ref name=Seattle Repertory Season Sponsor >{{cite web|url=http://www.seattlerep.org/Support/Corporate/|title=Corporate Sponsors |accessdate=2011-12-30}}</ref>
*Seattle Repertory Season Sponsor-2011 <ref name="Seattle">{{cite web|url=http://www.seattlerep.org/Support/Corporate/|title=Corporate Sponsors |accessdate=2011-12-30}}</ref>
*Family Office Forum Sponsor- 2011 <ref name=Family Office Forum>{{cite web|url=http://www.iirusa.com/familyofficeforum/confdocs2009.xml|title=Conference Sponsors|accessdate=2011-12-30}}</ref>
*Family Office Forum Sponsor- 2011 <ref name="Family">{{cite web|url=http://www.iirusa.com/familyofficeforum/confdocs2009.xml|title=Conference Sponsors|accessdate=2011-12-30}}</ref>
*Seattle 2.0 Awards Sponsor- 2011<ref name=Seattle 2.0 Awards Site>{{cite web|url=http://www.seattle20.com/awards/sponsorship.aspx|title=Awards Sponsorship|accessdate=2011-12-30}}</ref>
*Seattle 2.0 Awards Sponsor- 2011<ref name="Seattle">{{cite web|url=http://www.seattle20.com/awards/sponsorship.aspx|title=Awards Sponsorship|accessdate=2011-12-30}}</ref>
*Family Business Magazine’s ‘Transitions’ Conference Sponsor- 2011<ref name=Family Business Magazine>{{cite web|url=http://www.familybusinessmagazine.com/index.php?/news/single/transitions_conference_early-bird_rates_expire_feb._25/|title=Conference Sponsors|accessdate=2011-12-30}}</ref>
*Family Business Magazine’s ‘Transitions’ Conference Sponsor- 2011<ref name="Family">{{cite web|url=http://www.familybusinessmagazine.com/index.php?/news/single/transitions_conference_early-bird_rates_expire_feb._25/|title=Conference Sponsors|accessdate=2011-12-30}}</ref>
*Porchlight Counseling Services ‘Havana Nights’ Benefit Sponsor- 2011 <ref name= Porchlight>{{cite web|url= http://www.porchlightcounseling.org/news.php|title=Porchlight News|accessdate=2011-12-30}}</ref>
*Porchlight Counseling Services ‘Havana Nights’ Benefit Sponsor- 2011 <ref name="Porchlight">{{cite web|url=http://www.porchlightcounseling.org/news.php|title=Porchlight News|accessdate=2011-12-30}}</ref>
*Healthy Schools Campaign Partner- 2011<ref name=Healthy Schools Campaign.org>{{cite web|url=http://www.healthyschoolscampaign.org/event/cookingupchange/2009/sponsors.php|title=Cooking Up Change 2009 Sponsors|accessdate=2011-12-30}}</ref>
*Healthy Schools Campaign Partner- 2011<ref name="Healthy">{{cite web|url=http://www.healthyschoolscampaign.org/event/cookingupchange/2009/sponsors.php|title=Cooking Up Change 2009 Sponsors|accessdate=2011-12-30}}</ref>
*Zino Society Sponsor- 2011<ref name=Zino Society Website>{{cite web|url= http://www.zinosociety.com/sponsors/harrisprivatebankharrismycfo/|title=Sponsors: Harris Private Bank Harris myCFO |accessdate=2011-12-30}}</ref>
*Zino Society Sponsor- 2011<ref name="Zino">{{cite web|url=http://www.zinosociety.com/sponsors/harrisprivatebankharrismycfo/|title=Sponsors: Harris Private Bank Harris myCFO |accessdate=2011-12-30}}</ref>
*Los Angeles Social Venture Partners, Social Innovations Fast Pitch Conference Sponsor- 2011, 2009, 2008<ref name=Social Innovation Pitch>{{cite web|url= http://socialinnovationpitch.org/pp/com/page2/p/sponsors|title=Sponsors |accessdate=2011-12-30}}</ref>
*Los Angeles Social Venture Partners, Social Innovations Fast Pitch Conference Sponsor- 2011, 2009, 2008<ref name="Social">{{cite web|url=http://socialinnovationpitch.org/pp/com/page2/p/sponsors|title=Sponsors |accessdate=2011-12-30}}</ref>
*Foster School of Business ‘Defining Leadership’ Conference Sponsor- 2010<ref name=Foster School of Business Website>{{cite web|url= http://www.foster.washington.edu/news/definingleadership/Pages/Home.aspx |title=Defining Leadership|accessdate=2011-12-30}}</ref>
*Foster School of Business ‘Defining Leadership’ Conference Sponsor- 2010<ref name="Foster">{{cite web|url=http://www.foster.washington.edu/news/definingleadership/Pages/Home.aspx |title=Defining Leadership|accessdate=2011-12-30}}</ref>
*PONCHO Art Education Auction- 2009<ref name=PONCHO.org>{{cite web|url= http://www.poncho.org/ifadonors.shtml |title=2009 Art Auction Supporters|accessdate=2011-12-30}}</ref>
*PONCHO Art Education Auction- 2009<ref name="PONCHO.org">{{cite web|url=http://www.poncho.org/ifadonors.shtml |title=2009 Art Auction Supporters|accessdate=2011-12-30}}</ref>
*Private Family Offices West Coast Forum Sponsor- 2007 <ref name=ALM>{{cite web|url=http://www.almevents.com/conf_page.cfm?pt=/includes/sponsors_page.cfm&web_page_id=-1&web_id=986&instance_id=25&pid=593&iteration_id=689 |title= ALM Conference Sponsors and Exhibitors|accessdate=2011-12-30}}</ref>
*Private Family Offices West Coast Forum Sponsor- 2007 <ref name="ALM">{{cite web|url=http://www.almevents.com/conf_page.cfm?pt=/includes/sponsors_page.cfm&web_page_id=-1&web_id=986&instance_id=25&pid=593&iteration_id=689 |title=ALM Conference Sponsors and Exhibitors|accessdate=2011-12-30}}</ref>
*Private Family Offices East Coast Forum Sponsor- 2007 <ref name=ALMEvents.com>{{cite web|url=http://www.almevents.com/customerfiles_sri/agenda/agenda_printer.cfm?iteration_id=492 |title= Alternative Investments for Private Family Offices East Coast |accessdate=2011-12-30}}</ref>
*Private Family Offices East Coast Forum Sponsor- 2007 <ref name="ALMEvents.com">{{cite web|url=http://www.almevents.com/customerfiles_sri/agenda/agenda_printer.cfm?iteration_id=492 |title=Alternative Investments for Private Family Offices East Coast |accessdate=2011-12-30}}</ref>


==Notable announcements==
==Notable announcements==
*September, 2011- Harris myCFO, Inc. Appoints Francine Lee as Director <ref name=Bizjournals.com >{{cite news|url=http://www.bizjournals.com/prnewswire/press_releases/2011/09/06/CG62845 |title= Harris myCFO® Appoints Francine Lee as Director |accessdate=2011-12-30}}</ref>
*September, 2011- Harris myCFO, Inc. Appoints Francine Lee as Director <ref name="Bizjournals.com">{{cite news|url=http://www.bizjournals.com/prnewswire/press_releases/2011/09/06/CG62845 |title=Harris myCFO® Appoints Francine Lee as Director |accessdate=2011-12-30}}</ref>
*April, 2011- Harris myCFO® relocates office to Embarcadero Place in Palo Alto, California <ref name=Reuters.com >{{cite news|url= http://www.reuters.com/article/2011/04/30/idUS40502+30-Apr-2011+PRN20110430 | title= Harris myCFO® to Relocate Office to Embarcadero Place in Palo Alto, California |accessdate=2011-12-30 | work=Reuters |date=2011-04-30}}</ref>
*April, 2011- Harris myCFO® relocates office to Embarcadero Place in Palo Alto, California <ref name="Reuters.com">{{cite news|url=http://www.reuters.com/article/2011/04/30/idUS40502+30-Apr-2011+PRN20110430 | title=Harris myCFO® to Relocate Office to Embarcadero Place in Palo Alto, California |accessdate=2011-12-30 | work=Reuters |date=2011-04-30}}</ref>
*February, 2011- Harris myCFO,Investment Advisory Services, LLC reaches rarefied RIA territory <ref name=Financial Planning Website>{{cite web|url= http://www.financial-planning.com/eletter/profile/21/2662.html?ET=financialplanning:e2662:|title= Harris myCFO, Investment Advisory Services, LLC reaches rarefied RIA territory |accessdate=2011-12-30}}</ref>
*February, 2011- Harris myCFO,Investment Advisory Services, LLC reaches rarefied RIA territory <ref name="Financial">{{cite web|url=http://www.financial-planning.com/eletter/profile/21/2662.html?ET=financialplanning:e2662:|title=Harris myCFO, Investment Advisory Services, LLC reaches rarefied RIA territory |accessdate=2011-12-30}}</ref>
*February, 2011- Harris myCFO, Inc. Hires Thomas Meilinger in National Sales Role <ref name=AdvisorOne.com>{{cite web|url= http://www.advisorone.com/2011/02/23/harris-mycfo-hires-thomas-meilinger-in-national-sa |title= Harris myCFO, Inc. Hires Thomas Meilinger in National Sales Role |accessdate=2011-12-30}}</ref>
*February, 2011- Harris myCFO, Inc. Hires Thomas Meilinger in National Sales Role <ref name="AdvisorOne.com">{{cite web|url=http://www.advisorone.com/2011/02/23/harris-mycfo-hires-thomas-meilinger-in-national-sa |title=Harris myCFO, Inc. Hires Thomas Meilinger in National Sales Role |accessdate=2011-12-30}}</ref>
*November, 2010- Harris myCFO Investment Advisory Services, LLC appoints Lorraine Monick as Managing Director, Investment Advisory Services <ref name=Family Business Magazine>{{cite web|url= http://www.advisorone.com/2010/11/23/harris-mycfo-appoints-lorraine-monick-managing-dir |title= Harris myCFO Investment Advisory Services, LLC appoints Lorraine Monick as Managing Director, Investment Advisory Services |accessdate=2011-12-30}}</ref>
*November, 2010- Harris myCFO Investment Advisory Services, LLC appoints Lorraine Monick as Managing Director, Investment Advisory Services <ref name="Family">{{cite web|url=http://www.advisorone.com/2010/11/23/harris-mycfo-appoints-lorraine-monick-managing-dir |title=Harris myCFO Investment Advisory Services, LLC appoints Lorraine Monick as Managing Director, Investment Advisory Services |accessdate=2011-12-30}}</ref>
*September, 2010- Harris myCFO, Inc appoints John Benevides to executive leadership position <ref name= StarAfrica.com>{{cite web|url= http://www.starafrica.com/en/news/detail-news/view/harris-mycfoTM-appoints-john-benevides-to-96123.html |title= Harris myCFO, Inc appoints John Benevides to executive leadership position |accessdate=2011-12-30}}</ref>
*September, 2010- Harris myCFO, Inc appoints John Benevides to executive leadership position <ref name="StarAfrica.com">{{cite web|url=http://www.starafrica.com/en/news/detail-news/view/harris-mycfoTM-appoints-john-benevides-to-96123.html |title=Harris myCFO, Inc appoints John Benevides to executive leadership position |accessdate=2011-12-30}}</ref>
*September, 2010- Harris myCFO Investment Advisory Services, LLC appoints Debbie DiLeonardi as Director and Senior Investment Advisor <ref name=PR Newswire Press Release>{{cite web|url= http://www.prnewswire.com/news-releases/harris-mycfo-appoints-debbie-dileonardi-as-director-and-senior-investment-advisor-103043569.html |title= Harris myCFO Investment Advisory Services, LLC appoints Debbie DiLeonardi as Director and Senior Investment Advisor |accessdate=2011-12-30}}</ref>
*September, 2010- Harris myCFO Investment Advisory Services, LLC appoints Debbie DiLeonardi as Director and Senior Investment Advisor <ref name="PR">{{cite web|url=http://www.prnewswire.com/news-releases/harris-mycfo-appoints-debbie-dileonardi-as-director-and-senior-investment-advisor-103043569.html |title=Harris myCFO Investment Advisory Services, LLC appoints Debbie DiLeonardi as Director and Senior Investment Advisor |accessdate=2011-12-30}}</ref>
*May, 2010- Harris myCFO Investment Advisory Services, LLC hires Mark W. Castelin as Director and Senior Investment Advisor <ref name=Harris myCFO Company News >{{cite web|url= http://www.harrismycfo.com/vgn/cfo/castelin.html| title= Harris myCFO Investment Advisory Services, LLC hires Mark W. Castelin as Director and Senior Investment Advisor |accessdate=2011-12-30}}</ref>
*May, 2010- Harris myCFO Investment Advisory Services, LLC hires Mark W. Castelin as Director and Senior Investment Advisor <ref name="Harris">{{cite web|url=http://www.harrismycfo.com/vgn/cfo/castelin.html| title=Harris myCFO Investment Advisory Services, LLC hires Mark W. Castelin as Director and Senior Investment Advisor |accessdate=2011-12-30}}</ref>
*November, 2009- Craig Rawlins becomes President, Harris myCFO Investment Advisory Services, LLC <ref name=Pre Newswire Press Release >{{cite web|url= http://www.prnewswire.com/news-releases/craig-rawlins-joins-as-president-harris-mycfo-investment-advisory-services-ias-78249007.html |title= Craig Rawlins becomes President, Harris myCFO Investment Advisory Services, LLC |accessdate=2011-12-30}}</ref>
*November, 2009- Craig Rawlins becomes President, Harris myCFO Investment Advisory Services, LLC <ref name="Pre">{{cite web|url=http://www.prnewswire.com/news-releases/craig-rawlins-joins-as-president-harris-mycfo-investment-advisory-services-ias-78249007.html |title=Craig Rawlins becomes President, Harris myCFO Investment Advisory Services, LLC |accessdate=2011-12-30}}</ref>
*February, 2009- Harris myCFO, Inc. expands tax planning services by acquiring Pierce, Givens and Associates, LLC <ref name=Harris myCFO Website >{{cite web|url= http://harrismycfo.com/vgn/cfo/taxplanning.html |title= Harris myCFO™ Expands Tax Planning Expertise |accessdate=2011-12-30}}</ref>
*February, 2009- Harris myCFO, Inc. expands tax planning services by acquiring Pierce, Givens and Associates, LLC <ref name="Harris">{{cite web|url=http://harrismycfo.com/vgn/cfo/taxplanning.html |title=Harris myCFO™ Expands Tax Planning Expertise |accessdate=2011-12-30}}</ref>
*October, 2008- Harris myCFO Investment Advisory Services, LLC announces the publication of a white paper outlining a new dual class asset allocation strategy <ref name=InsuranceNewsNet.com>{{cite web|url= http://insurancenewsnet.com/article.aspx?id=121220&type=newswires |title= Harris myCFO, Inc. White Paper Outlines New Asset Allocation Model for High Net Worth Portfolios |accessdate=2011-12-30}}</ref>
*October, 2008- Harris myCFO Investment Advisory Services, LLC announces the publication of a white paper outlining a new dual class asset allocation strategy <ref name="InsuranceNewsNet.com">{{cite web|url=http://insurancenewsnet.com/article.aspx?id=121220&type=newswires |title=Harris myCFO, Inc. White Paper Outlines New Asset Allocation Model for High Net Worth Portfolios |accessdate=2011-12-30}}</ref>


==Criticism==
==Criticism==
In 2002 myCFO was implicated in a federal investigation involving questionable [[tax shelter]]s.<ref name=NYTimes>{{cite news |url=http://query.nytimes.com/gst/fullpage.html?res=980CEFDD1130F932A25754C0A9609C8B63|title=Focus Moves To One Shelter In Tax Inquiry|publisher=[[The New York Times]]|date=11 July 2006|accessdate=2008-04-08 | first=Lynnley | last=Browning}}</ref><ref>{{cite news |url=http://online.wsj.com/article/SB117315071803627877.html?mod=hps_us_pageone |title= 2007 Wall Street Journal Front Cover Investigative Report on myCFO, with source reference links | work=Wall Street Journal | first=Peter | last=Waldman | date=March 6, 2007}}</ref><ref>{{cite web |url=http://toodumbtolivearchive.blogspot.com/2007/03/jim-clark-mycfo-inc-tax-sheltering.html|title= 2007 Reprint of Wall Street Journal Article about myCFO}}</ref> In July 2005, the [[American Arbitration Association]] ruled against myCFO and its partners for its involvement.<ref>{{cite news |url=http://online.wsj.com/public/resources/documents/mycfo-jonesruling03062007.pdf |title= 2005 American Arbitration Association ruling against myCFO | work=Wall Street Journal}}</ref> On February 13, 2008, a federal trial court delivered a [[criminal conviction]] on Graham Taylor, a tax attorney associated with myCFO; Taylor had pled [[guilty]] on January 24, 2008, to conspiracy and aiding in the filing of a false tax return.<ref>{{cite web |url=http://www.usdoj.gov/opa/pr/2008/February/08_tax_113.html|title= 2008 DOJ Release regarding myCFO-associated tax attorney Graham Taylor who plead guilty and was then convicted of conspiracy and aiding filing a false tax return}}</ref> Taylor is formerly of the LeBoeuf law firm who was used by myCFO selling tax shelter products. The tax accountants and attorneys, including Taylor, convicted in 2008, had been indicted in November 2005 for conspiring to [[defraud]] the United States and to commit [[mail and wire fraud]], including [[tax evasion]] and assisting in the filing of false tax returns.<ref>{{cite web |url=http://www.usdoj.gov/opa/pr/2008/February/08_tax_113.html|title= 2008 DOJ Criminal Conviction of multiple Tax Accountants and Tax Attorneys of conspiracy and aiding filing false tax returns}}</ref>
In 2002 myCFO was implicated in a federal investigation involving questionable [[tax shelter]]s.<ref name="NYTimes">{{cite news |url=http://query.nytimes.com/gst/fullpage.html?res=980CEFDD1130F932A25754C0A9609C8B63|title=Focus Moves To One Shelter In Tax Inquiry|publisher=[[The New York Times]]|date=11 July 2006|accessdate=2008-04-08 | first=Lynnley | last=Browning}}</ref><ref>{{cite news |url=http://online.wsj.com/article/SB117315071803627877.html?mod=hps_us_pageone |title=2007 Wall Street Journal Front Cover Investigative Report on myCFO, with source reference links | work=Wall Street Journal | first=Peter | last=Waldman | date=March 6, 2007}}</ref><ref>{{cite web |url=http://toodumbtolivearchive.blogspot.com/2007/03/jim-clark-mycfo-inc-tax-sheltering.html|title=2007 Reprint of Wall Street Journal Article about myCFO}}</ref> In July 2005, the [[American Arbitration Association]] ruled against myCFO and its partners for its involvement.<ref>{{cite news |url=http://online.wsj.com/public/resources/documents/mycfo-jonesruling03062007.pdf |title=2005 American Arbitration Association ruling against myCFO | work=Wall Street Journal}}</ref> On February 13, 2008, a federal trial court delivered a [[criminal conviction]] on Graham Taylor, a tax attorney associated with myCFO; Taylor had pled [[guilty]] on January 24, 2008, to conspiracy and aiding in the filing of a false tax return.<ref>{{cite web |url=http://www.usdoj.gov/opa/pr/2008/February/08_tax_113.html|title=2008 DOJ Release regarding myCFO-associated tax attorney Graham Taylor who plead guilty and was then convicted of conspiracy and aiding filing a false tax return}}</ref> Taylor is formerly of the LeBoeuf law firm who was used by myCFO selling tax shelter products. The tax accountants and attorneys, including Taylor, convicted in 2008, had been indicted in November 2005 for conspiring to [[defraud]] the United States and to commit [[mail and wire fraud]], including [[tax evasion]] and assisting in the filing of false tax returns.<ref>{{cite web |url=http://www.usdoj.gov/opa/pr/2008/February/08_tax_113.html|title=2008 DOJ Criminal Conviction of multiple Tax Accountants and Tax Attorneys of conspiracy and aiding filing false tax returns}}</ref>


== References ==
== References ==

Revision as of 03:45, 15 June 2013

Harris myCFO is a wealth management unit of BMO Harris Bank serving high-net-worth individuals and families.[1] In 2002, Harris acquired certain assets of myCFO, Inc., originally founded by James H. Clark, in a $30 million deal.[2] Harris myCFO provides a variety of services including investment advisory and family office services. Harris myCFO managed over $18 billion in assets in 2011 and Forbes ranked the company seventh on a list of top fee-only investment advisors.[3]

Services

Harris myCFO

Harris myCFO is a brand used by Harris myCFO Inc. offering integrated wealth management with independent investment advisory services and the comprehensive capabilities of a multi-family office. These services include investment advisory, tax planning, financial reporting and expense management, estate planning and trust services, risk management and insurance advisory, philanthropic planning, family education, capital advisory, and custom banking.[4]

The president of Harris myCFO Inc. is Joe Calabrese. Calabrese has been leading Harris myCFO since 2002 and has over 25 years of financial service and wealth management experience.[5]

Harris myCFO Investment Advisory Services LLC

Harris myCFO Investment Advisory Services LLC, is an SEC-registered investment advisor and certain divisions of Harris N.A. are national banks with trust powers. Harris myCFO Investment Advisory Services, LLC works with affluent clients by integrating their investment planning and financial services.[4]

Craig Rawlins is the president of Harris myCFO Investment Advisory Services LLC. Harris announced the hiring of Rawlins in December 2009; he previously worked as director of client services at Russell Investment Group and held positions at Ernst & Young and Gresham Partners.[6]

Harris myCFO, Inc.

Harris myCFO, Inc. provides family office services. Family office services include financial planning and coordination, wealth transfer planning, tax planning, risk management and insurance, philanthropic planning, expense management, bill payment, family education, estate and trust services, liquidity strategies, and comprehensive financial reporting.[4]

John Benevides is a president of Harris myCFO Inc. overseeing Family Office Services for the company. Benevides' appointment was announced in October 2010; prior to his appointment at Harris myCFO, he was co-owner and President of Family Office Exchange (FOX).[7]


Corporate leadership

Office of the President

Joe Calabrese

  • Joe Calabrese- President, Harris myCFO, Inc.[8]

Craig Rawlins

  • Craig Rawlins- President, Harris myCFO Investment Advisory Services, LLC [9]

John Benevides

  • John Benevides- President, Harris myCFO, Inc. Family Office Services [9]

Operations

  • James Hering- Chief Operating Officer, Harris myCFO, Investment Advisory Services, LLC [8]

Investment advisory services

  • Lorraine Monick- Managing Director, Harris myCFO Investment Advisory Services, LLC [8]

Tax planning

  • Harvey Armstrong- Executive Managing Director, Harris myCFO, Inc. [10]
  • Debra Doran- Managing Director, Harris myCFO, Inc. [8]
  • Kristine Givens- Managing Director, Harris myCFO, Inc. [8]
  • Ron Gong- Managing Director, Harris myCFO, Inc. [8]

Estate planning and trust services

  • Jim Cody- Director, Estate Planning & Trust Services, Harris myCFO, Inc. [8]
  • David Sawyer- Managing Director, BMO Harris Bank, N.A. [8]

Philanthropy

  • Claudia Sangster- Director, Philanthropy, Estate Planning & Trust Services [8]

Risk management and insurance advisory

  • Zan Sloan- Principal, Harris myCFO, Inc. [8]

Capital advisory services and custom banking

  • Jim Minich- Managing Director, BMO Harris Bank, N.A.[11]


Awards and recognitions

Harris myCFO has been recognized for its accomplishments in the corporate environment.

  • Ranked 7th on Forbes, "Top 50 Financial Advisors" list (2011)[12]
  • Ranked 9th on Bloomberg Markets’ “Top 50 Family Offices” list (2011)[3]
  • Ranked 5th on Investment News’ “Top RIAs” list (2010)[9]
  • Ranked 3rd on Forbes "Top 50 Fee-Only Advisers" list (2008)[13]
  • James R. Cody named amongst "Top Attorneys in Northern California" by San Francisco Magazine (2007)[14]
  • James R. Cody named amongst "Top Northern California Lawyers" by San Francisco Magazine (2006)[15]


Locations

[8]


Events, organizations, and conference sponsorships

  • Goodman Theater Sponsor [16]
  • Seattle Repertory Season Sponsor-2011 [17]
  • Family Office Forum Sponsor- 2011 [18]
  • Seattle 2.0 Awards Sponsor- 2011[17]
  • Family Business Magazine’s ‘Transitions’ Conference Sponsor- 2011[18]
  • Porchlight Counseling Services ‘Havana Nights’ Benefit Sponsor- 2011 [19]
  • Healthy Schools Campaign Partner- 2011[20]
  • Zino Society Sponsor- 2011[21]
  • Los Angeles Social Venture Partners, Social Innovations Fast Pitch Conference Sponsor- 2011, 2009, 2008[22]
  • Foster School of Business ‘Defining Leadership’ Conference Sponsor- 2010[23]
  • PONCHO Art Education Auction- 2009[24]
  • Private Family Offices West Coast Forum Sponsor- 2007 [25]
  • Private Family Offices East Coast Forum Sponsor- 2007 [26]

Notable announcements

  • September, 2011- Harris myCFO, Inc. Appoints Francine Lee as Director [27]
  • April, 2011- Harris myCFO® relocates office to Embarcadero Place in Palo Alto, California [28]
  • February, 2011- Harris myCFO,Investment Advisory Services, LLC reaches rarefied RIA territory [29]
  • February, 2011- Harris myCFO, Inc. Hires Thomas Meilinger in National Sales Role [30]
  • November, 2010- Harris myCFO Investment Advisory Services, LLC appoints Lorraine Monick as Managing Director, Investment Advisory Services [18]
  • September, 2010- Harris myCFO, Inc appoints John Benevides to executive leadership position [31]
  • September, 2010- Harris myCFO Investment Advisory Services, LLC appoints Debbie DiLeonardi as Director and Senior Investment Advisor [9]
  • May, 2010- Harris myCFO Investment Advisory Services, LLC hires Mark W. Castelin as Director and Senior Investment Advisor [8]
  • November, 2009- Craig Rawlins becomes President, Harris myCFO Investment Advisory Services, LLC [32]
  • February, 2009- Harris myCFO, Inc. expands tax planning services by acquiring Pierce, Givens and Associates, LLC [8]
  • October, 2008- Harris myCFO Investment Advisory Services, LLC announces the publication of a white paper outlining a new dual class asset allocation strategy [33]

Criticism

In 2002 myCFO was implicated in a federal investigation involving questionable tax shelters.[34][35][36] In July 2005, the American Arbitration Association ruled against myCFO and its partners for its involvement.[37] On February 13, 2008, a federal trial court delivered a criminal conviction on Graham Taylor, a tax attorney associated with myCFO; Taylor had pled guilty on January 24, 2008, to conspiracy and aiding in the filing of a false tax return.[38] Taylor is formerly of the LeBoeuf law firm who was used by myCFO selling tax shelter products. The tax accountants and attorneys, including Taylor, convicted in 2008, had been indicted in November 2005 for conspiring to defraud the United States and to commit mail and wire fraud, including tax evasion and assisting in the filing of false tax returns.[39]

References

  1. ^ "About Us: Our Approach". Retrieved 2011-10-25.
  2. ^ Festa, Paul (03 October 2002). "Netscape founder sells start-up myCFO". CNET. Retrieved 2011-11-29. {{cite news}}: Check date values in: |date= (help)
  3. ^ a b Effinger, Anthony (08 August 2011). "HSBC Tops Family Office List as Money Firms Manage Rises 17". Bloomberg.com. Retrieved 2011-11-29. {{cite news}}: Check date values in: |date= (help) Cite error: The named reference "Bloomberg" was defined multiple times with different content (see the help page).
  4. ^ a b c "Harris myCFO Company Profile". Retrieved 2011-11-29.
  5. ^ "Joe Calabrese" (PDF). Retrieved 2011-11-29.
  6. ^ "Craig Rawlins" (PDF). Retrieved 2011-11-29.
  7. ^ "Harris myCFO Appoints John Benevides to Executive Leadership Position". Retrieved 2011-11-29.
  8. ^ a b c d e f g h i j k l m "Joe Calabrese" (PDF). Retrieved 2011-12-05. Cite error: The named reference "Harris" was defined multiple times with different content (see the help page).
  9. ^ a b c d "Craig Rawlins Joins as President Harris myCFO Investment Advisory Services IAS". Retrieved 2011-12-05. Cite error: The named reference "PR" was defined multiple times with different content (see the help page).
  10. ^ "Businessweek Executive Profile: Harvey L. Armstrong". Retrieved 2011-12-05.
  11. ^ "Harris myCFO® Appoints Jim Minich Managing Director, Banking". Retrieved 2011-12-05.
  12. ^ "Harris MyCFO Investment Advisory Services, LLC Ranks Seventh On Forbes' Top 50 Financial Advisors For 2011". Retrieved 2011-12-13.
  13. ^ "Top 50 Fee-Only Advisers #3 Harris MyCFO". Forbes. 2008-10-06. Retrieved 2011-12-13.
  14. ^ "2007 Top Attorneys in Northern California". San Francisco Magazine. 2007.
  15. ^ "2006 Top Attorneys in Northern California". San Francisco Magazine. 2006.
  16. ^ "Institutional Donors". Retrieved 2011-12-30.
  17. ^ a b "Corporate Sponsors". Retrieved 2011-12-30. Cite error: The named reference "Seattle" was defined multiple times with different content (see the help page).
  18. ^ a b c "Conference Sponsors". Retrieved 2011-12-30. Cite error: The named reference "Family" was defined multiple times with different content (see the help page).
  19. ^ "Porchlight News". Retrieved 2011-12-30.
  20. ^ "Cooking Up Change 2009 Sponsors". Retrieved 2011-12-30.
  21. ^ "Sponsors: Harris Private Bank Harris myCFO". Retrieved 2011-12-30.
  22. ^ "Sponsors". Retrieved 2011-12-30.
  23. ^ "Defining Leadership". Retrieved 2011-12-30.
  24. ^ "2009 Art Auction Supporters". Retrieved 2011-12-30.
  25. ^ "ALM Conference Sponsors and Exhibitors". Retrieved 2011-12-30.
  26. ^ "Alternative Investments for Private Family Offices East Coast". Retrieved 2011-12-30.
  27. ^ "Harris myCFO® Appoints Francine Lee as Director". Retrieved 2011-12-30.
  28. ^ "Harris myCFO® to Relocate Office to Embarcadero Place in Palo Alto, California". Reuters. 2011-04-30. Retrieved 2011-12-30.
  29. ^ "Harris myCFO, Investment Advisory Services, LLC reaches rarefied RIA territory". Retrieved 2011-12-30.
  30. ^ "Harris myCFO, Inc. Hires Thomas Meilinger in National Sales Role". Retrieved 2011-12-30.
  31. ^ "Harris myCFO, Inc appoints John Benevides to executive leadership position". Retrieved 2011-12-30.
  32. ^ "Craig Rawlins becomes President, Harris myCFO Investment Advisory Services, LLC". Retrieved 2011-12-30.
  33. ^ "Harris myCFO, Inc. White Paper Outlines New Asset Allocation Model for High Net Worth Portfolios". Retrieved 2011-12-30.
  34. ^ Browning, Lynnley (11 July 2006). "Focus Moves To One Shelter In Tax Inquiry". The New York Times. Retrieved 2008-04-08.
  35. ^ Waldman, Peter (March 6, 2007). "2007 Wall Street Journal Front Cover Investigative Report on myCFO, with source reference links". Wall Street Journal.
  36. ^ "2007 Reprint of Wall Street Journal Article about myCFO".
  37. ^ "2005 American Arbitration Association ruling against myCFO" (PDF). Wall Street Journal.
  38. ^ "2008 DOJ Release regarding myCFO-associated tax attorney Graham Taylor who plead guilty and was then convicted of conspiracy and aiding filing a false tax return".
  39. ^ "2008 DOJ Criminal Conviction of multiple Tax Accountants and Tax Attorneys of conspiracy and aiding filing false tax returns".
Retrieved from "https://en.wikipedia.org/w/index.php?title=Harris_myCFO&oldid=559968174"