Concentration, Tax Planning and Valuation

Restructuring Compensation And Roles To Align For Growth

CFO News Room

NOVEMBER 8, 2022

And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. And then we look at estate planning. And then in the fall, we look at tax planning. Is it at 1.5%? Cean: Correct.

Restructuring

Restructuring Planning Accounting Marketing

Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. What’s the valuation? 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. Unless they have their own foundation.

Benchmarking

Benchmarking Investments Marketing Treasury

Corporate Finance Brief

Restructuring Compensation And Roles To Align For Growth

Transcript: Ted Seides

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