Benchmarking, Planning, Prioritization and Tax Planning

2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning

Planning Benchmarking Profit and Loss Communication

Transcript: Gary Cohn

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. It, it, it’s really a fairly comprehensive package and very different than previous tax cuts that were just, Hey, we’re just gonna play around with the different rates. We started on that plan in December of 16.

Marketing

Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

2022 Best-Of Highlights From The Nerd’s Eye View Blog

Transcript: Gary Cohn

Webinars

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