Forecasting, Math and Tax Planning - Corporate Finance Brief

Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. I mean, I can do sort of the math overall, 200 million under management, and 206 clients. The math is probably the easiest part of it.

Planning

Planning Accounting Compliance Math

Transcript: Gary Cohn

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. I mean, it’s impossible to forecast this sort of thing. 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well.

Marketing

Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

Dropping A B/D License Without Dropping Current B/D Platform

Transcript: Gary Cohn

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