CFO Plans

SEPTEMBER 24, 2024

Get Started with Automated Bookkeeping Prioritize Financial Risk Management for Small Businesses Financial risk management is a critical aspect of business tax consulting. Identifying and mitigating financial risks can safeguard a business’s assets and ensure long-term stability.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

Barry Ritholtz

AUGUST 15, 2023

It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. You still had 2012 to 2017 to finish the bet.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll construct the portfolio. They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. They have a risk management technology.

Investments 114

Investments Profit and Loss Education Advertising 114

Global Finance

OCTOBER 31, 2024

China Construction Bank (CCB) introduced pensioner-friendly voice commands on its mobile app, in step with a government push to improve payment services for the elderly. Miao described a variety of initiatives designed to strengthen management, accelerate innovation, and improve both wealth management and fintech risk management.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52