Communication, Construction, Profit and Loss and Tax Planning

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

CFO News Room

DECEMBER 26, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. in client meetings ) and written communication (e.g.,

Planning

Planning Benchmarking Profit and Loss Communication

Transcript: Tom Rampulla

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 construct the portfolio. They’ll do tax planning, right? So the harvest losses to offset future gains. We’ll do estate planning and other complex financial planning.

Investments

Investments Profit and Loss Education Advertising

Corporate Finance Brief

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

Transcript: Tom Rampulla

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