Useful Links

www.Assetmark.com Sample of asset management using multiple institutional money managers on a single platform (Username: EXC001; Password: secure)

www.nceo.org – National Center for Employee Ownership.This is a valuable information source for Employee Stock Ownership Plans (ESOPs).

www.esopassociation.org – T he ESOP Association.This is a national association that provides information regarding the unique value of ESOPs for business owners and employees.

www.cof.org – The Council on Foundations – Promoting knowledge, growth, and action in philanthropy.

www.ncpg.org – National Committee on Planned Giving.A charitable giving and philanthropy resource.

www.pgdc.net – The Planned Giving Design Center.A resource of planned giving information, techniques, IRS guidance, and other resources for charitable giving.

www.toolkit.cch.com – Business Owner’s Toolkit.Numerous helpful resources for small business owners.

www.law.cornell.edu – Cornell Law School.A superb resource for primary law.

www.IRS.gov IRS forms, publications, assistance

www.PennMutual.com Information relating to insurance and business planning techniques.

www.AllianzLife.com Annuities, life insurance, long-term care insurance

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