Remove 2016 Remove Communication Remove Strategic Planning
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Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

Regardless of an entity’s scale, proactively defined audit requirements set mutual expectations for advisor and client alike, helping to ensure efficient and effective goal setting and communication. Basis of Paper In August 2016, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) No.

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2019 Year-End Planning Letter

Brown Advisory

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. GRATs can be powerful tools in a wealth transfer plan, and active management of a GRAT can add additional value. The December 2016 7520 rate of 1.8% was used for this illustration.

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2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. He communicates to them what he would tell anyone who has a large investment in the company.

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2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. He communicates to them what he would tell anyone who has a large investment in the company.

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Transcript: William Cohan

The Big Picture

COHAN: — right now, that allowed people to communicate with one another. 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. I mean, of course, as we all know, he capitalized it on 2016. COHAN: Right.