Communication Economics Profit and Loss Tax Planning 
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.,
CFO News Room
NOVEMBER 22, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. ” It’s constant communication through the year. Author: Michael Kitces. Team Kitces. Here you go. You’re good for next year.”
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CFO News Room
DECEMBER 30, 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. He can be reached at [email protected].
Barry Ritholtz
OCTOBER 19, 2022
Is this aimed at the advisor community? You know, we do the typical stuff, market economic outlooks and research there, product research. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? One, be very tax efficient.
Barry Ritholtz
OCTOBER 3, 2023
The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.
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