CFO News Room

NOVEMBER 1, 2022

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. Go rebalance this. ” All of that stuff.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

APRIL 25, 2023

They put in a preferred income — RITHOLTZ: Right. We of course can continue to negotiate around the fringes and help mitigate risk and optimize the transaction to fit a more ideal tax structure. HAMBURGER: And then they don’t look at the tax structure, right? RITHOLTZ: Right. That happens, right? HAMBURGER: It can.

Mergers and Acquisitions (M&A) 60

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

Barry Ritholtz

APRIL 2, 2024

I didn’t notice that. 00:14:01 [Speaker Changed] And, and when people do the comparison, alright, you’re paying a lot more taxes there. 00:16:54 [Speaker Changed] Well, it’s not just income inequality, it’s inequality in many spaces. Tag on top of that for healthcare. Huge burden.

Healthcare 56

Healthcare Economics Math Education 56

Barry Ritholtz

NOVEMBER 15, 2022

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. Hey, show me companies where the board has at least two women on it, or you could tilt towards value, or you could tilt towards small cap, or you can use it for tax loss harvesting or philanthropy. RITHOLTZ: Right.

Finance 107

Finance Investments Math Marketing 107