Learn the techniques to maximize and balance income tax deferral strategies today with tax favored strategies tomorrow. In this session we will discuss additional strategies that can be incorporated into a privately held business to help owners and other top talent create greater tax deferred income, lowering income tax today.

Marcum LLP is proud to offer the Education with a Bite Series as a free event and all attendees will receive CPE and CE credits.

Join us for breakfast and start your workday learning about an array of topics from some of the most qualified and educated speakers. Breakfast will be served at 7:00 AM and the presentation will begin at 7:30 AM and run anywhere until 8:30 or 9:00 AM.

We always look forward to seeing new faces, so please feel free to spread the word to those business advisors and clients that you feel would benefit from this event.


Greg Lopez

President - Marcum Insurance

Gregory Lopez is the president of Marcum Insurance Services, where he assists clients in growing, protecting, and preserving their most valuable assets, while leveraging insurance strategies to accomplish their goals with a focus on tax and cost efficiency. He and his team handle client needs, ranging from the most basic to the most complex cases. He is a Chartered Life Underwriter, a Certified Financial Planner, and a Certified Exit Planning Advisor.

CPE Credit

Program Description

Tax Advantageous Strategies for the Highly Taxed Professionals and/or their Business

Important Notice Regarding CPE:
Learning Objectives
  • Outline ways to keep and retain your best employees without giving up ownership
  • Discuss buy sell agreements and how to avoid mistakes that will otherwise decrease the potential monetized value of your ownership.
  • Summarize the pros and cons of insurance strategies to create tax-favored liquidity during your lifetime and beyond.
  • Utilize what your peers are doing to maximize their estate planning and protect against risks that could negatively affect your family’s long-term plans.
Instruction Delivery Method Group Live
Recommended CPE Credit 1 Credit
To receive CPE credit, attendees should ensure that they sign in and out on the provided attendance forms, including an email address so that certificates can be sent after attendance is processed.
Recommended Field of Study Taxes
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].

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.

Marcum LLP Nationally Approved PACE Program Provider FAGD/MAGD Credit Approval does not imply acceptance by any regulatory authority or AGD endorsement 9/1/2021 to 8/31/2024 – Provider ID #217875