Accounting Firms, Leverage, Math and Tax Planning

Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. Leveraging Corporate Employee Benefit Workshops To Increase Client Growth [51:13]. And I got my CPA when I was at the accounting firm and started my CFA.

Planning

Planning Accounting Compliance Math

Transcript: Gary Cohn

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. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. Partnerships, law firms, accounting firms go down the list.

Marketing

Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

Dropping A B/D License Without Dropping Current B/D Platform

Transcript: Gary Cohn

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