Concentration Nonprofit Risk Management Tax Planning 
CFO News Room
NOVEMBER 22, 2022
” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. .” All of the tax planning, and all of the behind-the-scenes work.
Barry Ritholtz
AUGUST 15, 2023
And it got to the point where there was the potential to do this nonprofit, like charitable bet. It’s part of their own tax planning. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. SEIDES: Yeah, that’s right.
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