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Life Insurance as a Tax-planning Strategy for High Net Worth Families
Life insurance can play a crucial role in tax planning for high net worth families for issues including asset control and protection, tax efficiency, estate preservation, multigeneration planning and fulfilling charitable intentions. Gregory Lopez is a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) with Marcum Insurance Services. Greg helps his clients identify their financial goals and objectives, and has built financial plans that include life insurance, executive benefits, asset protection, charitable planning, and investment and retirement planning.
Minimizing Logistics Disruption
Manufacturers need to ensure they are minimizing disruption through continuous improvement initiatives, benchmarks against competitors, and leveraging the best logistics technology platforms.
Using a PAC for Political Campaigning: What Nonprofits Need to Know
Organizations considering using or creating a PAC should be aware of three options for conducting political campaign activities and the compliance and regulatory differences entailed with each option.