Concentration Healthcare Numbers Tax Planning 
CFO News Room
DECEMBER 26, 2022
As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.
CFO News Room
NOVEMBER 29, 2022
And so, that’s how this actually started was, at first, I knew I wanted to just get a deeper dive into our numbers, into our business, our process, and, so, I engaged in the CFO solutions services. Or how do we work around a concentrated stock position, right? ” That’s what we did.
Barry Ritholtz
AUGUST 15, 2023
Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. It’s part of their own tax planning.
Expert insights. Personalized for you.
130 
Let's personalize your content