Remove Leadership Remove Prioritization Remove Reconciliations Remove Tax Planning
article thumbnail

Detailed Breakdown Of Key Tax Opportunities

CFO News Room

He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” The Economic Growth and Tax Relief Reconciliation Act (EGTRA) of 2001 created IRA catch-up contributions, effective for 2002 and future years.

Planning 130
article thumbnail

Transcript: Gary Cohn

Barry Ritholtz

00:20:43 [Speaker Changed] So prior to that, have you had any management experience or leadership experience that’s a big raucous floor, and I would imagine that desk was, was a handful to deal with. There’s ways around that during reconciliation for budget bills and things like that. I can’t make money.

Marketing 108