Harness Wealth

APRIL 17, 2025

We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. Travel, meals, and supplies must directly relate to legitimate business activities.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

The Big Picture

MAY 6, 2025

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. Sander Gerber :I learned how people can work together in good conscious with dedication and still muck things up. And so we began staffing up in those areas.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. And he produced a document that was supposedly, you know, definitive, and that became pretty much totally debunked. He was taking fees for licensing his name.

Banking 259

Banking Engineering Numbers Management 259