Podcasts

Jeff Magson, CRPC, is an executive vice president and the client experience officer at 1st Global, where he is responsible for national sales and revenue results as well as all product platforms, including those in capital markets, insurance, investment advisory and retirement solutions.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Here’s why it’s important: When it comes to benefit plan cost management, pennies make nickels and nickels make quarters.

The proposed changes to health savings accounts will require employee notifications and communication efforts as well as enrollment system and payroll changes.

Bill Boersma is a CLU, AEP and LIC and is the founder and principal of OC Consulting Group in Grand Rapids, Mich. For more information, visit www.oc-lic.com, www.BillBoersmaOnLifeInsurance.info, or www.XpertLifeInsAdvice.com. Reach him at bill@oc-lic.com.

Another legal challenge to the constitutionality of the Affordable Care Act has advisers grappling with new business strategies and tactics.

Rahm McDaniel is vice president of strategic solutions for Q2 Holdings.

Dan McAllister was elected San Diego County’s Treasurer-Tax Collector in November 2002 and re-elected to his fourth term in June 2014 by an overwhelming 99% majority of the vote. Not only is he responsible for the collection of more than $5.5 billion in property taxes each year, but his office also manages the Investment Pool which reached an all-time high of $10.1 billion in April of 2016, ensuring that these funds are wisely invested and safeguarded for entities such as the school districts and cities in the County.� Since assuming office, he has worked extensively to improve customer service, enhance communications and outreach initiatives, and has made numerous operational improvements. He is also a strong advocate for diversity.� This is reflected in his staff, which encompasses professionals from all walks of life and backgrounds. His office now delivers service in 16 different languages.Dan also serves as a member of the San Diego County Employees Retirement Association, which manages more than $10 billion of investments. Additionally, he is a former chairman of the Board of Directors of the internationally recognized San Diego Convention Center Corporation.� Prior to his election as San Diego County Treasurer-Tax Collector, Dan was a successful financial consultant and investment broker.Dan contributes considerable time and resources to community service, such as serving as Chair of the San Diego Unified School District’s Special Audit and Finance Committee and is a participating member of the Boards of Directors of the Jackie Robinson YMCA; Habitat for Humanity, San Diego; and New Americans Museum, San Diego. �McAllister’s strong commitment and involvement in the community dates back to his service as a U.S. Peace Corps volunteer in the Western Pacific country of Micronesia.A second-generation San Diegan, Dan holds a Bachelor’s degree (BA) from CaliforniaStateUniversity, Fresno, and a Master’s degree in Business Administration (MBA) from United StatesInternationalUniversity. He has also completed executive education programs in portfolio concepts and management at StanfordUniversity and the University of Pennsylvania’s WhartonSchool.

Mark Gongloff is an editor at Bloomberg News.

Ale Brown is founder and principal consultant at Kirke Management Consulting. She started her career as an IT professional working for large corporations such as Procter & Gamble and Johnson & Johnson. She also ventured into the entrepreneurial world working for boutique consulting firms when she moved to Vancouver. Her specialties at the time were the implementation and management of ERP systems and customer relationship management (CRM) strategies.

During her last corporate job with J&J, she partnered with various commercial groups in the organization, providing IT solutions in the area of sales force effectiveness and digital marketing. This is when she was thoroughly exposed to the world of privacy and data management.

Brown founded Kirke Management Consulting in 2014, with the goal to help organizations excel in their business objectives by finding opportunities for growth, while at the same time managing risks that could prevent their success. For more information, visit www.kirke-consulting.com or contact contact@kirke-consulting.com.