Concentration Economics Healthcare Tax Planning 
CFO News Room
DECEMBER 26, 2022
Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – Despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.
Barry Ritholtz
AUGUST 15, 2023
SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. 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.
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