Sentences with phrase «comprehensive tax planning strategy»

It's important to understand tax - exempt vehicles when establishing a comprehensive tax planning strategy.

Not exact matches

Experienced In: Asset Preservation Strategies, Tax Minimizations, Retirement Planning, Comprehensive Financial Planning

Has your advisor created a written comprehensive financial strategy encompassing tax strategies, investment allocation, retirement income planning, and risk management?

The Plan offers significant tax benefits, a broad range of investment options, competitive fees and an active multi-manager approach that makes Scholars Choice a solid foundation when building a comprehensive college funding strategy.

Thorsteinssons provides a comprehensive range of corporate tax advice & planning and wealth management strategies.

David helps families develop comprehensive plans including complex charitable, retirement, and tax planning strategies while paying attention to often - overlooked items such as planning for digital assets or pets.

Arthur Weiss can help you file past tax returns, put a plan in place for filing state and federal returns on time, and help you plan for for the future with a comprehensive business tax strategy.

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership