Remove Budgeting Remove Compliance Remove Concentration Remove Tax Planning
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Not go out of our lane, like do tax returns, but having intimate knowledge of taxes, having intimate knowledge of estate planning, and put it all together. And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. Matthew: Exactly.

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

Let me say what your compliance wouldn’t allow you to say. It’s part of their own tax planning. And what’s their budget like a fraction of it, right? And at the time, I was managing Protege Partners as a hedge fund of funds. We were short subprime mortgages with John Paulson. Let Bill worry about it.