Barry Ritholtz

JULY 11, 2023

I could do my own taxes. And then the other piece of that, And this was definitely fueled by low interest rates, but private equity, the fact is, companies can stay private longer. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes. JOHNSON: Just do it. JOHNSON: Exactly. JOHNSON: Exactly.

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) Investments Finance Technology 86

CFO News Room

NOVEMBER 1, 2022

But the majority of them will then… I say we’ve got a booking rate of between…used to be 70% when I was the only one doing prospect calls, now it’s 63% now that we’ve spread them out a little bit. Hey, by the way, here’s the tax consequences. So that’s your booking rate, your close rate.

Planning 130

Planning Investments Accounting Math 130

Musings on Markets

DECEMBER 10, 2023

From Alfred Sloan at General Motors to Jack Welch at General Electric to Steve Jobs at Apple, there is a history of CEOs being tagged as superstars (and indispensable to the organizations that they head), in successful companies.

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

PYMNTS

FEBRUARY 10, 2020

The jousting over eCommerce taxes — especially for U.S. Last week in India, the government proposed a tax on eCommerce transactions that will likely increase operating costs for sellers large and small. The tax, technically known as “Tax Deducted at Source” (TDS), is sent directly to an account held by the central government.

eCommerce 70

eCommerce Banking Sales Retail 70

Strategic Treasurer

DECEMBER 27, 2021

I think is useful to know is that small firms have seen a significant increase in fraud attempts at the rate of 2.3x Spending has gone up not at that rate, but we need to have better defenses to reduce the yield of the criminals. That’s a massive majority in the game that that type of spoofing is a number one element.

Treasury 52

Treasury Currencies Banking Planning 52

Barry Ritholtz

APRIL 25, 2023

ADVERTISEMENT) RITHOLTZ: Prior to 2022, when rates were cheap, when rates were zero, when capital was plentiful, it seemed like the entire industry went through this wild merger frenzy. 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.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61

Barry Ritholtz

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. And by the middle of December we’re already starting to talk about taxes. We know that we want to get tax done.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

APRIL 2, 2024

00:14:01 [Speaker Changed] And, and when people do the comparison, alright, you’re paying a lot more taxes there. That’s a lot relative to 2% inflation rate for most 00:14:25 [Speaker Changed] Of the time. Ultimately in Canada and the uk you’re paying for that through higher taxes. That’s right.

Healthcare 57

Healthcare Economics Math Education 57

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. And certainly, we could have a whole conversation about, you know, okay, well, this combination of interest rates and inflation and expected returns on equities is different, and so maybe we need to adjust. NADIG: Yeah.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

MAY 16, 2023

RITHOLTZ: That’s a bad hit rate. I can either just give it away for free, which, you know, I started the cash tag dollar sign… RITHOLTZ: Right. And by the way, there was 0% interest rate and venture capitalists were lining up to give you money. I don’t even remember their name. RITHOLTZ: Really? Do you sell it?

Leverage 112

Leverage Investments Valuation Finance 112