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Documents Hiring Children In The Family Business

1. Hiring Children in the Family Business David W. Swatosh, CPA Phone: Ext. 7147 Email: [email protected] 2. Agenda Considerations Income ShiftingKiddie Tax Implications…

Documents Lenox Advisors Corporate Brochure

1. Welcome to Lenox Advisors“We help our clients realize their dreams by integrating and overseeing virtually every aspect of their financial lives.” Michael Book, Managing…

Documents Ltc General

1. It’s time to planfor the long term Long Term Care Insurance Optionsfor Individuals LTC53006 Massachusetts Mutual Life Insurance Company Long Term Care Insurance CRN201304-145009…

Documents Lenox Advisors

1. Welcome to Lenox Advisors“We help our clients realize their dreams by integrating and overseeing virtually every aspect of their financial lives.” Michael Book, Managing…

Economy & Finance Educating Through The Estate Plan: Because Money Doesnt Come With Instructions

1. EDUCATING THROUGH THE ESTATE PLAN:BECAUSE MONEY DOESN’T COME WITHINSTRUCTIONS Presented at the 52nd Annual IICLE Estate Planning Short Course by Lauren J. Wolven, J.D.Horwood…

Business Come to Terms with Angel & Venture Term Sheets

1. Understanding Angeland Venture TermSheets:William Perkins, PartnerJason Rodriguez, CounselSiena Colegrave, AssociateA Play in Three ActsSeptember 11, 2014 2. CAST &…

Documents Ltc Womens

1.Today’s women planfor the long term. Long Term Care Insurance Optionsfor Women LTC53201 Massachusetts Mutual Life Insurance Company Long Term Care Insurance CRN201305-1484652.…

Documents Lenox Advisors Corporate Brochure

1. Welcome to Lenox Advisors“We help our clients realize their dreams by integrating and overseeing virtually every aspect of their financial lives.” Michael Book, Managing…

Documents Lenox Advisors Corporate Brochure 2011

1. Welcome to Lenox Advisors“We help our clients realize their dreams by integrating and overseeing virtually every aspect of their financial lives.”…

Documents Unlocking Value Whole Life

Insurance Strategies Unlocking the value of whole life Whole life insurance as a financial asset An Educational Guide for Individuals The value of asset diversification We…