Compliance Concentration Entertainment Tax Planning 
Barry Ritholtz
AUGUST 15, 2023
Let me say what your compliance wouldn’t allow you to say. It’s part of their own tax planning. So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something.
CFO News Room
NOVEMBER 22, 2022
Not go out of our lane, like do tax returns, but having intimate knowledge of taxes, having intimate knowledge of estate planning, and put it all together. And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. Matthew: Exactly.
Expert insights. Personalized for you.
52 
Let's personalize your content