Communication, Concentration, Nonprofit and Tax Planning

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

” It’s constant communication through the year. And then we got the transition done, and then were able to get right back into financial planning mode where we’re doing the systematic reviews and getting everyone on board and used to the new systems. All of the tax planning, and all of the behind-the-scenes work.

Planning

Planning Communication Profit and Loss Education

Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

And it got to the point where there was the potential to do this nonprofit, like charitable bet. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that. SEIDES: Correct.

Benchmarking

Benchmarking Investments Marketing Treasury

Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

Transcript: Ted Seides

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