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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,
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on
January 24, 2008, to conspiracy and aiding in the filing of a false tax return. Taylor used to be with the LeBoeuf law firm, which 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
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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).
305:-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.
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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
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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
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ruled against myCFO and its partners for its involvement. On
February 13, 2008, a federal trial court delivered a
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234:, in a $ 30 million deal. Harris myCFO provides a variety of services including investment advisory and
633:"Harris MyCFO Investment Advisory Services, LLC Ranks Seventh On Forbes' Top 50 Financial Advisors For 2011"
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726:"2007 Wall Street Journal Front Cover Investigative Report on myCFO, with source reference links"
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Reads like a summary of company press releases and a company resume with executive photos.
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The president of Harris myCFO is Joe
Calabrese, who has led the company since 2002.
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and families. In 2002, Harris acquired certain assets of myCFO, Inc., founded by
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In 2002 myCFO was implicated in a federal investigation involving questionable
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779:"Salt Lake City Jury Convicts Attorney in $ 20 Million Tax Fraud Conspiracy"
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on Graham Taylor, a tax attorney associated with myCFO; Taylor had pleaded
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ranked the company seventh on a list of top fee-only investment advisors.
612:"Harris myCFO Appoints John Benevides to Executive Leadership Position"
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services. Harris myCFO managed over $ 18 billion in assets in 2011 and
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Ranked 9th on
Bloomberg Markets’ "Top 50 Family Offices" list (2011)
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planning, family education, capital advisory, and custom banking.
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512:"HSBC Tops Family Office List as Money Firms Manage Rises 17"
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liquidity strategies, and comprehensive financial reporting.
758:"2005 American Arbitration Association ruling against myCFO"
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Ranked 3rd on Forbes "Top 50 Fee-Only
Advisers" list (2008)
744:"2007 Reprint of Wall Street Journal Article about myCFO"
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Harris myCFO Investment
Advisory Services LLC, is a
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428:and assisting in the filing of false tax returns.
830:Financial services companies of the United States
825:Financial services companies established in 1999
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297:Harris myCFO Investment Advisory Services LLC
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699:"Focus Moves To One Shelter In Tax Inquiry"
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653:"Top 50 Fee-Only Advisers #3 Harris MyCFO"
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341:, "Top 50 Financial Advisors" list (2011)
76:Learn how and when to remove this message
845:1999 establishments in the United States
484:"Netscape founder sells start-up myCFO"
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820:American companies established in 1999
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510:Effinger, Anthony (8 August 2011).
697:Browning, Lynnley (11 July 2006).
303:Securities and Exchange Commission
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850:1999 establishments in California
724:Waldman, Peter (March 6, 2007).
420:the United States and to commit
405:American Arbitration Association
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541:"Harris myCFO Company Profile"
482:Festa, Paul (3 October 2002).
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855:2002 mergers and acquisitions
840:Companies based in California
51:. The specific problem is:
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228:high-net-worth individuals
47:to meet Knowledge (XXG)'s
463:"About Us: Our Approach"
286:and insurance advisory,
188:& insurance advisory
313:and Gresham Partners.
783:US Justice Department
800:Harris myCFO website
785:. February 13, 2008.
403:. In July 2005, the
197:capital advisory and
58:improve this article
765:Wall Street Journal
730:Wall Street Journal
547:on January 18, 2013
422:mail and wire fraud
409:criminal conviction
268:financial reporting
260:investment advisory
208:www.harrismycfo.com
174:financial reporting
166:investment advisory
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835:Corporate scandals
704:The New York Times
317:Harris myCFO, Inc.
272:expense management
177:expense management
311:Ernst & Young
220:wealth management
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443:Peter Solvik
424:, including
401:tax shelters
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390:, California
384:, California
372:, Washington
360:, California
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264:tax planning
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216:Harris myCFO
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170:tax planning
114:Headquarters
89:Harris myCFO
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66:October 2014
63:
56:Please help
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678:"Locations"
426:tax evasion
388:Los Angeles
330:Recognition
132:India
60:if you can.
809:Categories
710:2008-04-08
683:2011-12-05
663:2011-12-13
638:2011-12-13
618:2011-11-29
597:2011-11-29
574:2011-11-29
551:2011-11-29
521:2011-11-29
493:2011-11-29
468:2011-10-25
449:References
378:, New York
366:, Illinois
146:Key people
395:Criticism
358:Palo Alto
352:Locations
154:president
432:See also
376:New York
248:Services
226:serving
222:unit of
193:planning
162:Services
94:Industry
42:require
418:defraud
370:Seattle
364:Chicago
204:Website
104:Founder
98:finance
44:cleanup
657:Forbes
413:guilty
338:Forbes
241:Forbes
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119:Mumbai
761:(PDF)
592:(PDF)
569:(PDF)
18:MyCFO
488:CNET
278:and
270:and
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Text is available under the Creative Commons Attribution-ShareAlike License. Additional terms may apply.
