Accounting Firms, 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. I mean, I can do sort of the math overall, 200 million under management, and 206 clients. The math is probably the easiest part of it.

Planning

Planning Accounting Compliance Math

Transcript: Gary Cohn

Barry Ritholtz

OCTOBER 3, 2023

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. 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well.

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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