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Why Tony Robbins, tax shelters and financial advisers don't mix


Why Tony Robbins, tax shelters and financial advisers don’t mix
The famed self-help guru is linked to a complaint by a pair of investors against their former financial adviser.
May 6, 2021
6
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Next time a self-help guru like Tony Robbins walks into a room full of financial advisers, say at an industry conference or a meeting of one firm’s advisers, think of your clients, whisper “namaste” and head to the lobby bar.
That’s one lesson gleaned from a private arbitration complaint filed a year ago by investors Craig and Michele Waterman, who worked with and are now suing a former financial adviser, Ajay Gupta, who had close ties to Robbins. ....

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PwC East Caribbean welcomes new leaders - Barbados Today


PwC East Caribbean welcomes new leaders
Article by
February 19, 2021
PricewaterhouseCoopers (PwC) has welcomed three new engagement leaders to its Eastern Caribbean operation – trained accountant Shivanan Deopd and advisory specialists Lisa Taylor and Craig Waterman.
Mike Bynoe, Territory Leader, PwC East Caribbean said the addition will result in a tremendous benefits to its tax and advisory services.
“Our tax practice will certainly benefit from Mr Deopersad’s wealth of experience. We welcome Shivanan as a valuable addition to the tax team and the firm, and look forward to further expanding our tax practice,” said Bynoe.
Also welcoming Lisa and Craig, who have built a renowned reputation in the industry, Bynoe said he was delighted they were rejoining the firm. ....

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