Abnormal Returns

FEBRUARY 26, 2023

institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. forbes.com) The pros and cons of a four-day workweek for startups. theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet." slate.com)

Ethics 187

Ethics License Financial Advising Startup 187

Harness Wealth

FEBRUARY 20, 2024

Many states require an ethics exam covering professional conduct and accounting rules, ensuring that CPAs are equipped to handle ethical situations during their career. Enrolled agents must obtain continuing education of 72 hours every three years with a minimum of 16 hours per year including ethics training.

Taxes 52

Taxes License Education Tax Planning 52

Harness Wealth

MARCH 5, 2024

Fixed per-service fees: Some tax advisors charge a set fee for individual services that allows for predictable but flexible billing based on the number and complexity of services. A CPA may charge $1,250 for a household’s tax return with two W2s, startup equity income, and investment transactions.

Taxes 52

Taxes Tax Planning Ethics Education 52

Brown Advisory

JULY 5, 2018

According to PitchBook, female-founded startups raised $10.5 billion in venture funding in 2017—a healthy number but still just a small fraction of the $85 billion raised overall. Failure is a very possible outcome for a startup; but she reframed what failure meant to her.

Startup 52

Startup Communication Ethics Clients 52

Brown Advisory

JULY 5, 2018

According to PitchBook, female-founded startups raised $10.5 billion in venture funding in 2017—a healthy number but still just a small fraction of the $85 billion raised overall. Failure is a very possible outcome for a startup; but she reframed what failure meant to her.

Startup 52

Startup Communication Ethics Clients 52

Brown Advisory

SEPTEMBER 6, 2022

However, there is an important nuance in that more players have exited than the limited number who entered over time due to high barriers to entry and exit. Typically the number of IPOs, share buybacks from company management teams, the number and size of M&A deals increase as prices go up, but all typically drop off when prices fall.

Investing 52

Investing Investments Insurance Ethics 52

The Big Picture

JANUARY 9, 2024

But no, it was a, it was a scary time and it was, you know, there were, there were like a number of layoffs, you know, there were a couple rounds of layoffs in, you know, within my first two years at Goldman and I didn’t get laid off and I was like, oh, okay, I’m probably safe for a while. Like that solves like a number of issues.

Retail 130

Retail Banking Math Management 130