Elevate 2023: Three Critical Insurance Planning Considerations for Business Owners and their Families
Overview
In this session, you will learn how to navigate risks and take advantage of timely tax and strategic planning opportunities. We will also explore client case studies to get a deep understanding of the planning considerations. Plus, a bonus discussion on charitable planning and the case for insurance so you can give more now, preserve cash flow, and increase your overall gifting ability.
Presenter
Greg Lopez, President – Marcum Insurance
CPE CREDITS
| Program Description | Three Critical Insurance Planning Considerations for Business Owners and their Families |
| Important Notice Regarding CPE: | |
| Learning Objectives |
After completing this session, participants will be able to:
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| Instruction Delivery Method | Group Internet Based |
| Recommended CPE Credit | 1 Credit |
| Recommended Field of Study | Specialized Knowledge |
| Prerequisites | None |
| Program Level | Basic |
| Advance Preparation | None |
| Cancellation Policy | You may cancel your registration at any time prior to the event. |
| Complaint Resolution Policy | For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected]. |
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Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. |
