CFO News Room
NOVEMBER 30, 2022
Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
CFO News Room
NOVEMBER 8, 2022
I’ve told her, “Hey, I need you to make visuals of these workflows and really walk through it with advisors and CSAs and associate advisors so that we’re not missing anything from compliance, we’re giving the client experience that we want to be giving.” And then we look at estate planning. Is it at 1.5%?
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. What’s the valuation? And at the time, I was managing Protege Partners as a hedge fund of funds. We were short subprime mortgages with John Paulson. RITHOLTZ: You were crushing it. Let Bill worry about it.
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