Sentences with phrase «efficient planning strategies»

Not exact matches

A retirement income plan is another way in which the different components of a tax strategy can complement one another by sequencing withdrawals in a tax efficient way.

Lamphear Court Apartments: Consistent with the City of Corning's Master Plan and the Corning Housing Strategy, the new complex will significantly improve available housing options, and provide energy - efficient, modern apartments in an area that formerly contained antiquated and dilapidated housing.

Our team of experienced and knowledgeable professionals help meet your goals by maximizing wealth and minimizing risk through proven tax strategies, accounting services, efficient tax preparation and planning services.

Prioritizing networks will be activated as you guide students to organize, plan ahead, keep records of their most successful strategies, and use this information to make the most efficient use of their time.

Prioritizing skills are also used when students are guided to see how new facts fit into broader concepts, to plan ahead for long - term projects / reports, and to keep records of their most successful strategies that make the most efficient use of their time.

Mind maps are practical diagrams that allow you to take more efficient notes during meetings, brainstorm and flesh out ideas, plan projects and outline strategies.

A strategy is a long - term plan to achieve goals through the efficient use of available resources.

Furthermore, the lack of power analysis tools explicitly accommodating costs and budget may discourage thoughtful consideration of the cost - efficient design strategies in the planning stage.

To help DOT promote a safe, economically efficient, and environmentally sustainable freight transportation system, the NFAC provides advice and recommendations to the Secretary on matters related to freight transportation in the United States including (1) implementation of the freight transportation requirements of the Moving Ahead for Progress in the 21st Century Act (MAP - 21); (2) establishment of the National Freight Network; (3) development of a National Freight Strategic Plan; (4) development of strategies to help States implement State Freight Advisory Committees and State Freight Plans; (5) development of measures of conditions and performance in freight transportation; (6) development of freight transportation investment, data, and planning tools; and (7) legislative recommendations.

So the lesson here is that the higher your bracket (which is directly related to your annual earnings), the more diligent you should be in including tax - efficient investing strategies into your investment plan.

While Dave helps to guide your investment strategy to ensure it is tax - efficient, your CPA will help you prepare and file your federal and state taxes each year, and ensure your financial plan and investments are «tax - appropriate».

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

Scientific investment strategies that rely on relatively efficient financial markets allow people to minimize personal time spent financial planning and investment management.

When pursuing optimal financial planning and investing strategies and controlling your costs and capital gains taxes, you also need to establish a time - efficient system to monitor, adjust, and adhere to your financial plan.

Now we begin to develop a written plan balancing investment goals with tax efficient strategies.

Tax Planning CIA will work with your tax professionals (and ours) to ensure that all investment strategies are being used in the most tax - efficient manner.

Thanks to its Path tool, low costs, and tax - efficient strategies, Wealthfront shines, providing clients an excellent financial planning experience, regardless of the device used.

With this investment strategy analyzer, you won't have to believe everything you read; nor take anyone's word about things like: ETFs are the most efficient and inexpensive way to invest, there's no sales charges on mutual fund B - shares if you don't sell them, Roth IRAs are better than traditional IRA / 401 (k) s, or the tax benefits of 529 plans, whole life (VUL), or any kind of annuity will make up for the huge costs; lack of liquidity / choices / control, etc..

Our team of experienced and knowledgeable professionals help meet your goals by maximizing wealth and minimizing risk through proven tax strategies, accounting services, efficient tax preparation and planning services.

Our team of experienced and knowledgeable professionals help meet your goals by maximizing wealth and minimizing risk through proven tax strategies, accounting services, efficient tax preparation and planning services.

Under President Obama's Climate Action Plan, the United States has acted under existing laws to cut emissions with sector - specific policies, including: emissions regulations; tax incentives for clean energy technologies; standards for energy - efficient appliances, buildings, and vehicles; and voluntary partnership programs to address market barriers to low - carbon strategies.

As executive officer for UCLA Facilities Management, Katz also provides strategy support to make the university more operationally efficient and coordinates with Emergency Management on resilience planning.

Stakeholders are encouraged to be specific and recommend market and regulatory strategies that will lead to the development of clean and efficient CHP in California to support the goals proposed in the AB 32 Climate Change Scoping Plan.

Combining this experience of efficient 1urban domestic - planning strategies with our interest in off - the - shelf products and factory - based construction processes, we have developed a strategy for the mass customization of the single - family home.

Structuring any exit plan to ensure that any sale; transfer to new owners (including family members) and strategies to incentivise the new management team are achieved in a tax - efficient manner can have dramatic results for you and the new owners.

We work with our clients to analyze the issues at an early stage, develop a strategy, and manage the risks of litigation with ongoing evaluations, careful planning, and creative problem - solving to bring the matter to an early, cost - efficient conclusion.

This experience gives our attorneys the ability to review a case and plan the most efficient strategy to achieve each client's business objectives.

Our team of experienced and knowledgeable professionals help meet your goals by maximizing wealth and minimizing risk through proven tax strategies, accounting services, efficient tax preparation and planning services.

Health Priorities has been created to work with a tax efficient concept that helps you plan for the future and arrange for an advantageous tax strategy to assist you in retirement.

This plan also offers a choice of 3 investment strategies along with convenient payment options ensuring efficient wealth creation.

Our team of experienced and knowledgeable professionals help meet your goals by maximizing wealth and minimizing risk through proven tax strategies, accounting services, efficient tax preparation and planning services.

Throughout my experience as a customer - focused Event Manager, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative customer - centric solutions to the complex issues facing budget goals, vendor management and logistics, and cost - effective planning strategies.

Highly talented and efficient sales executive with broad knowledge and experience in planning sales and marketing strategies.

Throughout my experience as a customer - focused Operations and Event Manager, I have successfully provided strong support and guidance to numerous staff members, while implementing efficient and innovative customer - centric solutions to the complex issues facing budget goals, vendor management, logistics, and cost - effective planning strategies.

Developed and implemented research plans, analyzed the research results and provided clients efficient marketing and sales strategies

Assessed junior developers» strong and weak points, planned effective work strategies and tasks designed to grow their skill set and make them most efficient.

• Build and implement an effective and efficient territory sales plan for assigned territory • Ascertain that self and company sales targets are met on a consistent basis and ensure that any constraints are communicated to the territory sales manager • Plan and execute local educational and sales events in a bid to augment business and help deliver budgeted sales goals • Track leads and opportunities and perform marketing and follow up duties to convince customers to open individual and business accounts with the company • Support regional managers in achieving defined goals for territory, region and assigned channels • Drive sales and growth of all portfolios and develop and maintain positive customer relations, along with promoting customer intimacy • Develop and plan sales strategies to achieve required sales results and handle new business development activities using avenues such as cold calling • Perform market research to determine competitive advantage and report both competitor and customer activities in the field • Assist regional managers in planning, forecasting and managing assigned sales territories • Provide essential feedback reports to the regional manager regarding customer contacts and sales processes from distributors within the terriplan for assigned territory • Ascertain that self and company sales targets are met on a consistent basis and ensure that any constraints are communicated to the territory sales manager • Plan and execute local educational and sales events in a bid to augment business and help deliver budgeted sales goals • Track leads and opportunities and perform marketing and follow up duties to convince customers to open individual and business accounts with the company • Support regional managers in achieving defined goals for territory, region and assigned channels • Drive sales and growth of all portfolios and develop and maintain positive customer relations, along with promoting customer intimacy • Develop and plan sales strategies to achieve required sales results and handle new business development activities using avenues such as cold calling • Perform market research to determine competitive advantage and report both competitor and customer activities in the field • Assist regional managers in planning, forecasting and managing assigned sales territories • Provide essential feedback reports to the regional manager regarding customer contacts and sales processes from distributors within the terriPlan and execute local educational and sales events in a bid to augment business and help deliver budgeted sales goals • Track leads and opportunities and perform marketing and follow up duties to convince customers to open individual and business accounts with the company • Support regional managers in achieving defined goals for territory, region and assigned channels • Drive sales and growth of all portfolios and develop and maintain positive customer relations, along with promoting customer intimacy • Develop and plan sales strategies to achieve required sales results and handle new business development activities using avenues such as cold calling • Perform market research to determine competitive advantage and report both competitor and customer activities in the field • Assist regional managers in planning, forecasting and managing assigned sales territories • Provide essential feedback reports to the regional manager regarding customer contacts and sales processes from distributors within the terriplan sales strategies to achieve required sales results and handle new business development activities using avenues such as cold calling • Perform market research to determine competitive advantage and report both competitor and customer activities in the field • Assist regional managers in planning, forecasting and managing assigned sales territories • Provide essential feedback reports to the regional manager regarding customer contacts and sales processes from distributors within the territory

Hired and supervised department managers; planned and directed daily activities to ensure appropriate staffing and the efficient use of resources; handled annual budgeting, equipment purchases, leasing arrangements, daily financial matters; worked with management team to develop corporate strategy / goals.

I will strive to achieve higher cost effective management through efficient planning and implementation of various integrated marketing strategies.

Incorporated fine oils and acrylics to create custom paintings and murals.Produced imaginative illustrations in an efficient and timely manner.Measured parts such as sleeves and pant legs and pin-folded alteration lines.Managed projects according to timeline and seasonal changes.Drove sales by developing business strategies, marketing plans and merchandise assortments.Informed potential buyers where garments could be purchased.Monitored sales and inventory to recommend appropriate markdown action.Traced paper outlines onto cardboard patterns and cut them to make templates.

Executive Management Duties & Responsibilities Provide effective solutions to complex issues such as cost budgeting, pricing strategies, vendor negotiations, revenue projections, purchasing and sales negotiations, business development tactics and industry competition Identify and develop talent among team members with targeted recruitment, focused training efforts and the promotion of a performance - based work environment that leverages individual talents for group benefit Utilize needs - and situation - based assessments to manage costs and capital outlays and determine potential ROI Participate heavily in all marketing, branding, public relations and communications activities Develop leadership team and support staff to aid in efficient business operations, sales and marketing functions, and client service execution, delegating important tasks and assignments while monitoring for effective resolution Lead through example with consistent work ethic, attitude, and professionalism, while performing sales presentations, overseeing market operation and business development, creating new revenue channels and managing key vendor and client relationships Collaborate in all phases of strategic planning with senior - level management, while furnishing oversight and guidance regarding effective acquisition strategies, pricing, market trends, and operational structures Assess and expand key markets and potential business ventures while ensuring operational efficiency and solid execution of corporate mission Create and implement marketing and sales strategies while tracking progress versus established internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of the products, services and respective marketplace, including pricing and regulatory trends, competitor strategies, general economic conditions and other business metrics Act as a liaison between staff, clients, and other management members to resolve issues in a timely manner

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization

Event Meeting Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Responsible for varied special event coordination from conception to implementation Oversee event logistics including audio / visual technology, venue, catering, and travel arrangements Manage volunteers and junior staff members ensuring effective, efficient, and professional operations Design and implement strategic business plans, integrated marketing campaigns, and research initiatives Set and strictly adhere to departmental budgets and timelines Create, launch, and manage «Homeowners Helping the Homeless» a nationwide financial assistance program Recognized for excellence as a relator, sales executive, and customer service specialist Represent company brand with poise, integrity, and positivity Consistently meet or exceed sales goals through networking, in personal sales, and other tactics 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 Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Provide exceptional customer service resulting in client satisfaction and repeat business Perform all duties in a professional and courteous manner

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

Professional Experience Boston Scientific Corporation (St. Paul, MN) 2005 — Present Director, Manufacturing Information Systems • Direct cross-functional teams on development and support projects valued in excess of $ 32 million • Responsible for the implementation of manufacturing execution systems world - wide • Hire, train, supervise, and review project management team ensuring efficient and effective operations • Set and strictly enforce departmental budgets, workflows, action plan, and project deadlines • Develop and implement new technologies, systems, and processes to streamline manufacturing operations • Build and strengthen strategic relationships with business partners, contractors, and industry leaders • Launch enterprise - wide asset management (EAM) system in three countries and four manufacturing plants • Develop long range strategic plan for key manufacturing systems including Manufacturing Execution Systems (MES) • Work in both matrix and functional environments and facilitate continuous improvement and adoption of best practices • Launch and maintain effective engagement and process alignment strategy among international customers • Successfully design and launch IS - wide employee training and development program • Design and implement 24 × 7 information technology help desk for manufacturing applications • Serve as director of the University of Minnesota intern recruitment program • Consistently recognized and promoted for excellence in project and personnel management

McDonald's Corporation (Oak Brook, IL) 2001 — 2008 Business Insights Analyst (Year — Year) • Architected a complete web analytics strategy in a timely, efficient, and cost effective manner • Spearheaded process from acquiring back - end hardware needs, software evaluation and selection, legacy data migration and profile development • Devised visitor engagement methodology to fully understand and educate business stakeholders on visitor interactions within rich Internet applications • Defined the success of global promotions by evaluating the marketing plans • Created, developed, and executed reporting for business stakeholders regarding KPIs, ROIs and user behavior insights

Non-Profit Program and Operations Coordinator — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, while executing various program administration functions, overseeing operations and ensuring both efficient organizational communications and processes Collaborate in all phases of strategic planning with other members of management team, including program mission, marketing and public relations, vendor and volunteer management, member services and systems implementation Demonstrate leadership with respect to program direction, fundraising strategies and project management Provide continuous assessment of key considerations, potential issues, and the utilization of available resources, while furnishing oversight and guidance regarding effective donor recruitment and recognition strategies Perform needs - based and situational assessments of policies and procedures to evaluate program effectiveness, improve operational efficiency, manage and reduce costs, and promote both staff and member satisfaction Utilize talent among team members with focused training efforts, effective collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective marketing, relations, administration and program operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Facilitate the effective execution of all related administrative and financial aspects of non-profit management, while analyzing and presenting important information to executives, stakeholders and other relevant parties Ensure the organization and maintenance of relevant information in confidential, secure, and efficient manner as well as adherence to all stated laws, statutes, policies, procedures and guidelines with application in the non-profit arena Support the creation and implementation of organizational marketing and operations strategies while tracking performance versus internal and external benchmarks, focusing on both program growth as well as cost management Develop and maintain a strong working knowledge of related products, services, techniques and relevant tools

Event Planning and Entertainment Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing event administration functions, overseeing client management operations and ensuring both efficient organizational communications and processes Collaborate in all phases of strategic planning with other members of management team and third - party vendors, including resource management, logistics, contract negotiations, marketing and public relations, issue resolution and client services Demonstrate leadership with respect to event direction, artist and talent development, and strategic marketing campaigns Provide continuous assessment of key considerations, potential issues, and resources utilization, while furnishing oversight and guidance regarding effective policies and procedures, process management and participation trends Perform needs - based and situational assessments of policies and procedures, utilizing several tools, to evaluate event effectiveness, improve operational efficiency, manage and reduce costs, and promote both employee and client satisfaction Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, and the promotion of a performance - based work environment that leverages individual talents for group benefit Develop and supervise support staff to aid in effective marketing, relations, administration, and event operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Promote the effective execution of all administrative and financial aspects of event and client management, while analyzing and presenting important information to executive staff, client representatives, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained client growth through retention, word - of - mouth marketing and the attainment of talent engagements Create and implement client marketing and operational strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of related products, services, techniques and relevaPlanning and Entertainment Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing event administration functions, overseeing client management operations and ensuring both efficient organizational communications and processes Collaborate in all phases of strategic planning with other members of management team and third - party vendors, including resource management, logistics, contract negotiations, marketing and public relations, issue resolution and client services Demonstrate leadership with respect to event direction, artist and talent development, and strategic marketing campaigns Provide continuous assessment of key considerations, potential issues, and resources utilization, while furnishing oversight and guidance regarding effective policies and procedures, process management and participation trends Perform needs - based and situational assessments of policies and procedures, utilizing several tools, to evaluate event effectiveness, improve operational efficiency, manage and reduce costs, and promote both employee and client satisfaction Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, and the promotion of a performance - based work environment that leverages individual talents for group benefit Develop and supervise support staff to aid in effective marketing, relations, administration, and event operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Promote the effective execution of all administrative and financial aspects of event and client management, while analyzing and presenting important information to executive staff, client representatives, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained client growth through retention, word - of - mouth marketing and the attainment of talent engagements Create and implement client marketing and operational strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of related products, services, techniques and relevaplanning with other members of management team and third - party vendors, including resource management, logistics, contract negotiations, marketing and public relations, issue resolution and client services Demonstrate leadership with respect to event direction, artist and talent development, and strategic marketing campaigns Provide continuous assessment of key considerations, potential issues, and resources utilization, while furnishing oversight and guidance regarding effective policies and procedures, process management and participation trends Perform needs - based and situational assessments of policies and procedures, utilizing several tools, to evaluate event effectiveness, improve operational efficiency, manage and reduce costs, and promote both employee and client satisfaction Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, and the promotion of a performance - based work environment that leverages individual talents for group benefit Develop and supervise support staff to aid in effective marketing, relations, administration, and event operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion Promote the effective execution of all administrative and financial aspects of event and client management, while analyzing and presenting important information to executive staff, client representatives, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained client growth through retention, word - of - mouth marketing and the attainment of talent engagements Create and implement client marketing and operational strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of related products, services, techniques and relevant tools

Retail Sales Manager — Duties & Responsibilities Oversee customer service and sales staff ensuring efficient, effective, and profitable operations Design and implement staff development programs to enhance sales and customer service skills Train employees in corporate branding and company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Identify company operational challenges and overcome obstacles through strong managerial skills 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 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 Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and product replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed