Remove 2012 Remove Budgeting Remove Tax Planning
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The 18 Best Financial Advisor Conferences To Attend In 2025

Nerd's Eye View

As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend, and back in 2012, I started to craft my own annual list of 'best-in-class' top conferences for financial advisors. Read More.

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Transcript: Ted Seides

The Big Picture

You still had 2012 to 2017 to finish the bet. It’s part of their own tax planning. And what’s their budget like a fraction of it, right? It’s much more about security selection and a relatively static portfolio construction. RITHOLTZ: Right. Unless they have their own foundation. Let Bill worry about it.

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Transcript: Gary Cohn

The Big Picture

There’s ways around that during reconciliation for budget bills and things like that. So I think when we look back at this with enough years of data with the covid blip being a blip, not, not that it’s a blip, it’s a blip in tax terms, 01:19:21 [Speaker Changed] It was a couple of years in tax terms for sure.

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