Math, Nonprofit and Tax Planning - Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning

Planning Communication Profit and Loss Education

Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

And it got to the point where there was the potential to do this nonprofit, like charitable bet. It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. SEIDES: Yeah, that’s right.

Benchmarking

Benchmarking Investments Marketing Treasury

Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

Transcript: Ted Seides

Webinars

Stay Connected