Auditing Profit and Loss Risk Management Tax Planning 
Barry Ritholtz
OCTOBER 19, 2022
So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? So the harvest losses to offset future gains. We’ll do estate planning and other complex financial planning. They have a risk management technology.
CFO News Room
NOVEMBER 22, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. ” Matthew: It’s very risk management based. In fact, we probably would have been much more profitable. Team Kitces.
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