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.

Greg Lopez, President – Marcum Insurance

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:

  • Identify if you have an estate tax obligation today or in the future.
  • Define pure risk; insuring owners and key executives, and funding buy/sell agreements
  • Explore existing insurance alternatives and what is the best use of capital
  • Summarize estate planning considerations for business owners
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].

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.