CFO Talks

FEBRUARY 10, 2023

By Jeff Ryan , MD of AWCape, a Platinum Sage business partner for HR, payroll and financial solutions South Africa’s Budget Speech for 2023 is an eagerly anticipated event for CFOs and financial leaders alike, as it provides insight into the government’s economic priorities and plans for the year ahead.

Budgeting 52

Budgeting Profit and Loss Forecasting Prioritization 52

The Charity CFO

JANUARY 26, 2023

Start With the Fundamentals of Nonprofit Tax Filing Non-profit organizations operate in many areas of society, including education, healthcare, sports, and social services. This complete visibility of financial information at all times is necessary to maintain a strong cash inflow and help make informed economic decisions.

Nonprofit 52

Nonprofit Accounting Principles Profit and Loss Auditing 52

Barry Ritholtz

DECEMBER 5, 2023

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. We hope that we can invest behind and see stability so that there won’t be a loss of capital 00:28:00 [Speaker Changed] And, and above average GDP 00:28:02 [Speaker Changed] Growth. It’s a pleasure to be here.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Barry Ritholtz

OCTOBER 19, 2022

You know, we do the typical stuff, market economic outlooks and research there, product research. So the harvest losses to offset future gains. RITHOLTZ: That leaves a mark when it comes time to — you add in tax loss harvesting, and just helping with having a financial plan. Is this aimed at the advisor community?

Investments 109

Investments Profit and Loss Education Advertising 109

Barry Ritholtz

JULY 18, 2023

WAGNER: Yeah, I started as a certified public accountant and one of the early engagements that I was tasked with was in the space of asset management and I recall doing the audit on Jeffrey Vinik’s very first year as a hedge fund manager. And it was the most profitable day of trading I’d ever had. WAGNER: Exactly.

Investments 52

Investments Profit and Loss Restructuring Accounting 52