E78 Partners

SEPTEMBER 17, 2024

Duff Bourassa, Managing Director in our Healthcare practice was published on Healthcare Innovation. Healthcare Management Services Organizations (MSOs) play a crucial role in the healthcare industry, delivering a wide array of services such as revenue cycle management, billing, IT support, human resources, and financial oversight.

Healthcare 52

Healthcare Compliance Concentration Securities 52

E78 Partners

SEPTEMBER 17, 2024

Duff Bourassa, Managing Director in our Healthcare practice was published on Healthcare Innovation. Healthcare Management Services Organizations (MSOs) play a crucial role in the healthcare industry, delivering a wide array of services such as revenue cycle management, billing, IT support, human resources, and financial oversight.

Healthcare 52

Healthcare Compliance Concentration Securities 52

PYMNTS

NOVEMBER 22, 2019

Richard Ashton, deputy general counsel for litigation, enforcement and system matters, said at a conference that the Federal Reserve is mulling an audit of the governance structures and compliance policies of tech firms. The probe would concentrate on tech firms that provide financial institutions (FIs) with data storage. Google’s $2.1

Concentration 40

Concentration Auditing eCommerce Healthcare 40

CFO News Room

DECEMBER 26, 2022

Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – Despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 29, 2022

Or how do we work around a concentrated stock position, right? So, compliance requires us to keep our financial-planning practice and our estate-planning practice separate. So, it’s still separate and compliance does not allow us to cover estate-planning fees. This is part of the advisory firm? Anh: Right.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

FEBRUARY 6, 2024

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

SEPTEMBER 10, 2024

So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it. You have to get compliance. You know what I’m saying?

Valuation 64

Valuation Investments Economics Marketing 64