Remove Compliance Remove Entertainment Remove Math Remove Tax Planning
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Transcript: Ted Seides

Barry Ritholtz

Let me say what your compliance wouldn’t allow you to say. It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. It’s just entertainment. RITHOLTZ: You were crushing it.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

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: Yeah.

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