E78 Partners

MARCH 3, 2025

The healthcare sector, in particular, continues to lead IPO filings, with multiple biotech companies entering the market in 2025 [ Renaissance Capital ]. Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

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

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 do tax planning, right? We’ll do estate planning and other complex financial planning. Let’s talk a little bit about portfolio analytics, financial planning tools.

Investments 114

Investments Profit and Loss Education Advertising 114

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. SEIDES: So it’s Hartford HealthCare. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. RITHOLTZ: But some of these guys are sitting with a lot more than a billion dollars, and why not?

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well.

Marketing 112

Marketing Banking Treasury Profit and Loss 112