Other Important Financial Planning Services Information Sample Clauses

Other Important Financial Planning Services Information. If requested by Client and agreed to by Baird, the Plan may consist of an estate plan analysis designed to provide information on possible gift and estate tax consequences for Client related to the transfer of assets during his or her lifetime or at death. This estate plan analysis may make recommendations regarding advanced estate planning techniques specific to high net worth families. If requested by Client and agreed to by Baird, the Plan may consist of a detailed stock option analysis. This analysis may calculate the approximate tax cost associated with stock option exercises over a number of years. It may also compare various stock option exercise strategies to help determine the optimal strategy from a tax and investment standpoint. The Plan will set forth recommended actions in furtherance of Client’s goals, needs and objectives. Client understands and agrees that, in developing Client’s Plan, Baird does not assume or undertake any Client understands and acknowledges that the Services do not include the analysis or recommendation of specific securities or other investments or the implementation of investment strategies, although those services may be provided by Baird and/or a Baird Financial Advisor under a separate agreement with Baird. The Services only offer Client a recommendation as to the allocation of Client’s investment portfolio among various asset classes generally, which may include recommendations regarding allocations to alternative asset classes. The recommended allocation will reflect Xxxxx’x analysis of different asset classes and the different levels of risk associated with various investments. Client understands that analysis involves the consideration of past performance and the use of forward looking projections that are based upon certain assumptions about how markets will perform in the future. Baird may use other entities to assist in the preparation of a Plan, such as the use of third party planning software and research providers. Baird will not separately charge Client for use of these other entities except with Client’s consent. The Services provided by Baird may also include limited consultations with the other professionals assisting Client, such as Client’s attorney or tax adviser. More comprehensive financial planning services may involve the Baird Financial Advisor, working either independently or with individuals from other Baird departments, considering more complex issues in financial planning and reviewing estat...
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Related to Other Important Financial Planning Services Information

  • Budget Information Funding Source Funding Year of Appropriation Budget List Number Amount EPIC 18-19 301.001F $500,000 EPIC 20-21 301.001H $500,000 R&D Program Area: EDMFO: EDMF TOTAL: $ 1,000,000 Explanation for “Other” selection Reimbursement Contract #: Federal Agreement #:

  • Enterprise Information Management Standards Grantee shall conform to HHS standards for data management as described by the policies of the HHS Office of Data, Analytics, and Performance. These include, but are not limited to, standards for documentation and communication of data models, metadata, and other data definition methods that are required by HHS for ongoing data governance, strategic portfolio analysis, interoperability planning, and valuation of HHS System data assets.

  • Other Important Information Collection costs You agree to pay our reasonable costs for collecting amounts due, including reasonable attorneys’ fees and court costs incurred by us or another person or entity, to the extent not prohibited by applicable law and except as provided below.

  • Verizon OSS Information 8.5.1 Subject to the provisions of this Section 8, in accordance with, but only to the extent required by, Applicable Law, Verizon grants to CBB a non-exclusive license to use Verizon OSS Information.

  • DEFECTIVE MANAGEMENT INFORMATION 5.1 The Supplier acknowledges that it is essential that the Authority receives timely and accurate Management Information pursuant to this Framework Agreement because Management Information is used by the Authority to inform strategic decision making and allows it to calculate the Management Charge.

  • Project Information Except for confidential information designated by the City as information not to be shared, Consultant agrees to share Project information with, and to fully cooperate with, those corporations, firms, contractors, public utilities, governmental entities, and persons involved in or associated with the Project. No information, news, or press releases related to the Project, whether made to representatives of newspapers, magazines, or television and radio stations, shall be made without the written authorization of the City’s Project Manager.

  • INFORMATION ABOUT US AND HOW TO CONTACT US 2.1. Who we are. We are PayrNet Limited, an EMI as described above.

  • Business Contact Information Each party consents to the other party using its Business Contact Information for contract management, payment processing, service offering, and business development purposes related to the Agreement and such other purposes as set out in the using party’s global data privacy policy (copies of which shall be made available upon request). For such purposes, and notwithstanding anything else set forth in the Agreement with respect to Client Personal Information in general, each party shall be considered a data controller with respect to the other party’s Business Contact Information and shall be entitled to transfer such information to any country where such party’s global organization operates. EXHIBIT A DEFINITIONS

  • Services and Information for Persons with Limited English Proficiency A. Grantee shall take reasonable steps to provide services and information both orally and in writing, in appropriate languages other than English, to ensure that persons with limited English proficiency are effectively informed and can have meaningful access to programs, benefits and activities. Meaningful access may entail providing language assistance services, including oral interpretation and written translation, if necessary. More information can be found at xxxxx://xxx.xxx.xxx/.

  • Management Information To be Supplied to CCS no later than the 7th of each month without fail. Report are to be submitted via MISO CCS Review 100% Failure to submit will fall in line with FA KPI CONTRACT CHARGES FROM THE FOLLOWING, PLEASE SELECT AND OUTLINE YOUR CHARGING MECHANISM FOR THIS SOW. WHERE A CHARGING MECHANISM IS NOT REQUIRED, PLEASE REMOVE TEXT AND REPLACE WITH “UNUSED”.

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