Healthcare, Leadership, Math and Tax Planning

Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

NOVEMBER 29, 2022

And so, that’s been my form of leadership and how I’ve taken to running my business. So, we do look at clients from the complexity of what type of planning they have. Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning.

Leverage

Leverage Planning Concentration Tax Planning

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. He told me, look, there’s a woman by the name of Shahir Knight, you’ve gotta go out and hire Shahira if you want to get taxes done. What, what was it like stepping into that role?

Marketing

Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

Leveraging Structured Notes To Differentiate A Solo Practice

Transcript: Gary Cohn

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