Remove 2006 Remove Economy Remove Strategic Planning
article thumbnail

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

In 2022, the number of exam participants reached its lowest point since 2006. Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off.

Taxes 52
article thumbnail

Investment Perspectives | Liquidity & Volatility

Brown Advisory

Using the Standard & Poor’s 500 Index as a market proxy, the chart below shows the number of daily price movements over 1% during each trailing three-month period since early 2006. The core portfolio can “stay the course” and follow its long-term strategic plan. S&P 500 Index represents the large-cap segment of the U.S.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Mike Green, Simplify Asset Management

The Big Picture

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. There’s a continual, the economy continues to grow. The F, there is a subsequent change in 2006 called the Pension Protection Act. 00:04:02 That’s what value add software was originally.

Assets 173
article thumbnail

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

In 2022, the number of exam participants reached its lowest point since 2006. Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off.

Taxes 52
article thumbnail

Transcript: William Cohan

The Big Picture

They went public in 2006. They went public in May of 2006, and they’ve been public now for — RITHOLTZ: The argument is they avoided trouble in the financial crisis because they didn’t have a decade of overleverage. RITHOLTZ: Oh, they did? COHAN: Yeah. RITHOLTZ: That’s right. They were really an M&A machine.