Future CFO

SEPTEMBER 21, 2020

Accounting is the language of business. So said Warren Buffet, billionaire, philanthropist, investor and business tycoon. He acknowledged having taken “a lot of” accounting courses over the years and understanding the language has rewarded him well financially. This shift will accelerate as more businesses jump to the cloud.

Accounting 52

Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

CFO News Room

NOVEMBER 23, 2022

However, off-the-shelf plans also tend to offer fewer options; for example, TD Ameritrade’s merger with Charles Schwab resulted in the elimination of Roth features from their off-the-shelf solo 401(k) plan. Although both types of solo 401(k) plans come with particular benefits, there are also tradeoffs to each approach. Team Kitces.

Planning 130

Planning Mergers and Acquisitions (M&A) Investments Accounting 130

Barry Ritholtz

APRIL 4, 2023

You start at Drexel in the M&A group, what was that, like? And I got the opportunity to work with some really interesting folks who continue today to be involved in private equity and private credit, and then see them all the time and I’m very proud of that time. This is really a fascinating story. It was a great time.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

Barry Ritholtz

APRIL 25, 2023

He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. It’s so great to be here.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Barry Ritholtz

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. He is one of the co-founders of Puck.

Mergers and Acquisitions (M&A) 101

Mergers and Acquisitions (M&A) Banking Investments Restructuring 101

Barry Ritholtz

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship. So with no further ado, my conversation with Steve Case.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Startups Investments Healthcare 64

CFO News Room

NOVEMBER 5, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). Pundits continue to expect “SECURE 2.0” Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 26, 2022

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. Enjoy the ‘light’ reading!

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130