CFO News Room

NOVEMBER 22, 2022

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning 130

Planning Communication Profit and Loss Education 130

The Charity CFO

APRIL 15, 2022

Why HR compliance issues are a bigger risk than tax compliance for most organizations (and why you shouldn’t trust your accountant with HR). Um, and more importantly, we talk about that transition plan for a lot of nonprofits that are dealing with, uh, the loss of their accountants. Know what those compliance needs are.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use? And it became the most profitable private equity investment ever made and — it is true.

Mergers and Acquisitions (M&A) 62

Mergers and Acquisitions (M&A) Investments Construction Concentration 62

Barry Ritholtz

MARCH 27, 2023

It’s a matter of making better decisions and being more profitable. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. That’s an amazing lesson in life, right, to take failure and losses as business as usual. RITHOLTZ: Yeah.

Investments 112

Investments Restructuring Profit and Loss Finance 112

CFO News Room

DECEMBER 28, 2022

Nevertheless, the IRS must still formally approve what constitutes an “election”, custodians will have to update documents and procedures, and employers will have to educate plan participants about any new options they may have. higher education or deductible medical expenses) or experience certain events (e.g.,

Planning 130

Planning Securities Accounting Tax Planning 130

Barry Ritholtz

JUNE 27, 2023

.” RITHOLTZ: So people also should realize, for those of you who’ve never traded futures, it’s not like options where essentially you could put up your losses in advance and all they could do is go to zero. RITHOLTZ: Put up your losses in advance. Options, you’re on the hook no matter where it goes. Absolutely.

Math 57

Math Risk Management Profit and Loss Marketing 57

Barry Ritholtz

JUNE 3, 2024

And so I, and I don’t mean attending class for your own education, but I meant if you want to teach, you have to go to the local schools, Jeffrey Sherman : Order a course, watch a teacher, do what you’re studying to do and say, Hey, is this for me? Now you have to assume some losses. And our job is to educate more people.

Math 57

Math Treasury Marketing Valuation 57