PPT-What Fiduciaries and Their Advisors Need to Know About Navigating the 3.8% Net Investment

Presented to the Chicago Estate Planning Council on December 10 2014 By Richard L Dees McDermott Will amp Emery LLP Chicago Illinois What is in the Final and Reproposed Regulations. ”. Presented by:. Robert S. Keebler, CPA, MST, AEP (. Distinguished). Keebler & Associates, LLP. 420 South Washington Street. Green Bay, WI 54301. Circular 230 Disclosure:. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication, including attachments, was not written to be used and cannot be used for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.  If you would like a written opinion upon which you can rely for the purpose of avoiding penalties, please contact us.. Managing Investments . U. nder the New . T. ax Thresholds. Patrick Clunan . Columbia Management. (. 01/14) 807446. It’s Not Just About Knowledge, It’s About Know-How. The . Columbia Management Learning Center . What is the nature of the multiplier and the meaning of aggregate consumption function?. How do both lead to changes in consumer spending?. How does expected future income and aggregate wealth affect consumer spending?. Generally investment means purchase of shares/ stocks and investing capital in such activities which yield income.. But Keynes defines investment differently. Investment. ESQUIRE CAPITAL INVESTMENT ADVISORS LLP. Overview. Our investment process is based on a balanced approach to quantitative and qualitative research and analysis techniques to assess and select the underlying stock. . An ERISA Primer for Defined Contribution Plan Sponsors. Dan Notto. , ERISA Strategist, Retirement Solutions, J.P. Morgan Asset Management. What is ERISA?. ERISA is the acronym for the Employee Retirement Income Security Act of 1974. Lowell “The ERISA Dude” Walters. GrayRobinson. 813-273-5276. lowell.walters@gray-robinson.com. Roger J. Rovell, J.D., LL.M.. Fiduciary Partners Retirement Group . (800) 371-0232. roger.rovell@fiduciaryprg.com. UK242013 Dimensional refers to the Dimensional separate but affiliated entities generally rather than to one particular entity These entities are Dimensional Fund Advisors LP Dimensional Fund Advisor UK242013 Dimensional refers to the Dimensional separate but affiliated entities generally rather than to one particular entity These entities are Dimensional Fund Advisors LP Dimensional Fund Advisor  . Source of Income. •Salary/ wage (employee/ worker). •Sales/ profit (entrepreneur/ seller). •Dividend (investor). •Interest rate (depositors). •Rent (room/ house). •Pension fund (retirement). But Keynes defines investment differently. Investment. Buying stocks and shares of an existing company is called Financial Investment. But when new machines are purchased or new factory premises is set up, it is called real investment. Real investment results in increase of income and employment.. Industry. This presentation is provided to you by Charles Schwab Advisor Services to increase your knowledge of career opportunities in a rewarding, lucrative, and growing segment . of the financial services industry.. (Not affiliated with Advisor Group or any of its subsidiaries). A Unique Servicing Approach for ABC, Inc. 401k Plan. ERISA CONSULTING SERVICES. We conduct business in a clear and open manner openly discussing our remuneration and avoiding any real or perceived conflicts of interest. .  . Source of Income. •Salary/ wage (employee/ worker). •Sales/ profit (entrepreneur/ seller). •Dividend (investor). •Interest rate (depositors). •Rent (room/ house). •Pension fund (retirement).