CFO News Room

NOVEMBER 19, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. the SECURE Act, which passed in the final weeks of 2019 ), as each chamber tries to pass new laws before many of them are replaced and as deadlines approach for ‘must-pass’ spending and defense bills.

Planning 130

Planning Leadership Healthcare Accounting 130

Barry Ritholtz

DECEMBER 5, 2023

The transcript from this week’s, MiB: Michael Fisch, American Securities , is below. Michael Fish is co-founder and CEO of American Securities. I found this conversation to really be intriguing and I think you will also, with, with no further ado, my discussion with American Security, CEO, Michael Fish.

Mergers and Acquisitions (M&A) 69

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

Barry Ritholtz

OCTOBER 19, 2022

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. So as we grow, become more efficient, we get scale, we sort of make a profit. And we take that profit, and we do two things with it.

Investments 111

Investments Profit and Loss Education Advertising 111

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. So I had a lot of job security. RITHOLTZ: Post-fidelity, post-Magellan fund. in the evening.

Investments 52

Investments Profit and Loss Restructuring Accounting 52