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Transcript: Ted Seides

Barry Ritholtz

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. And what’s their budget like a fraction of it, right? SEIDES: So it’s Hartford HealthCare. SEIDES: I was independent. SEIDES: Oh no.

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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning 130
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Transcript: Gary Cohn

Barry Ritholtz

There’s ways around that during reconciliation for budget bills and things like that. 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 108