Barry Ritholtz
AUGUST 15, 2023
It’s part of their own tax planning. It’s just entertainment. What’s keeping you entertained during lockdown? SEIDES: This has, you know, it has Mike Tyson on it, it has all these incredible athletes and entertainers that get involved with this guy. Unless they have their own foundation.
CFO News Room
NOVEMBER 22, 2022
So, we have an internal centralized financial planning team, they are doing all the eMoney plans, all the portfolio manager. All of the tax planning, and all of the behind-the-scenes work. Matthew: That goes to the financial planning team to get it high level. Matthew: Yeah. We use Orion as a technology.
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