How To Avoid an E & O Claim
Event Information
Description
The Los Angeles Chapter of AFWA invites you to come join us for a discussion and networking session on:
How to Avoid an E & O Claim* with Andy Torelli, Area Senior Vice President, Arthur J. Gallagher & Co.
* Errors & Omissions Insurance Claims
o Healthcare Reform tax traps and what to advise your clients
o Wrap documents for companies less than 100 employees. Learn penalties of non-compliance.
o Transfer for Value Rule OR how to convert a $1M tax-free benefit to a taxable benefit
o Avoid income taxation of corporate owned life insurance.
o Understand form 8925 filing.
Qualifies for 1 hour CPE
NO REFUNDS