CFO News Room

NOVEMBER 1, 2022

Author: Michael Kitces. Hey, by the way, here’s the tax consequences. Or even sometimes people just get confused between taxes, and attorneys, and financial planners. ” And then I can just write back another note and say, “No, it sounds like more they’re looking for a tax attorney. Team Kitces.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. They put in a preferred income — RITHOLTZ: Right. HAMBURGER: And then they don’t look at the tax structure, right? And they were really grateful. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Barry Ritholtz

MAY 21, 2024

I didn’t understand, you know, kind of how to parse an income statement. Maybe less so for equities or fixed income. The one, the one he said this morning is this guy who’s 20 something and he says, so I figured out how I never have to pay taxes again. It’s all tax free. In not paying your taxes.

Finance 56

Finance Marketing Numbers Math 56

Barry Ritholtz

APRIL 2, 2024

You’re the author of 200 plus papers, six books, deaths of Despair, which you wrote with Anne Case who happens to be your wife, was a New York Times bestseller and your latest book, economics in America, an Immigrant Economist, explores the Land of inequality. Tag on top of that for healthcare. It’s a pleasure to be here.

Healthcare 56

Healthcare Economics Math Education 56