Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. A common tax obstacle faced by many of our U.S.

Accounting 100

Accounting Compliance Taxes Banking 100

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. A common tax obstacle faced by many of our U.S.

Accounting 52

Accounting Compliance Taxes Banking 52

The Big Picture

DECEMBER 6, 2022

You have the liquidity, the tax efficiency, the transparency. And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? But I will tell you, I mean, when I first moved to Chicago from Spain, it was 2003, which is crazy, it’s like already 20 years ago. BERRUGA: This is 2003.

Clients 162

Clients Investing Investments Management 162

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. NADIG: Because the ETF structure is inherently more tax fair, and that sounds like a weird — RITHOLTZ: No, it’s a 100% true. RITHOLTZ: Tell us why.

Management 278

Management Assets Portfolio Investing 278

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. BALCHUNAS: … a couple trillion stuck in there because of taxes. RITHOLTZ: Super tax-efficient …. RITHOLTZ: (Inaudible), right. RITHOLTZ: Yes.

Assets 173

Assets Management Marketing Marketing 173

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.

CFP 80

CFP Financial Planner Ethics Financial Planning 80