Business Insights

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DALAL Capital Advisors
AALU Member Since 2014

In 2014, Sagar joined his father, Mayur, in the family business. 

Sagar assists in all facets of the business, including wealth management, life insurance, estate, charitable and tax mitigation  planning.

He has joined AALU’s TRANSFORM 2019 Program & Experience Committee. He will be volunteering to create a comprehensive and insightful experience.

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Strategies for Wealth
AALU Member Since 2008

Chet is a Registered Representative and Financial Advisor of Park Avenue Securities and a Financial Representative of Guardian. Chet brings a “Protection First” philosophy to his discussions to help ensure that any client success already achieved is insulated from outside economic influences that could potentially result in myriad kinds of wealth diminishment. 

Chet is also a member of the AALU Board and Co-Chairs the Member Services Committee. His ability to bring a diverse perspective to the Association’s strategy is essential as AALU continues to broaden its vision and grow the membership.

Business Insights Updates

Using Business and Charitable Deductions for Maximum Savings, Fixing Common Retirement Mistakes, How Life Insurance Helps During/After A Divorce, and More

November 14 , 2019 Stack Business and Charitable Deductions for Maximum Savings This Wealth Management piece walks through several strategies for utilizing charitable contributions in conjunction with the Sec. 199A small business tax deduction to maximize value for clients. Read more >> How Life Insurance Can Help During and After a Divorce AXA Equitable head...

409A Failure Leads to Employee Lawsuit Against Employer: Lessons Learned

This WRMarketplace was created exclusively for AALU members by experts at Troutman Sanders and the AALU staff. WR Marketplace #19-20 was written by Jim Earle and Harrison Taylor. The AALU WR Newswire and WR Marketplace are published by the AALU as part of the Essential Wisdom Series, the trusted source of actionable technical and marketplace...

Legacy Management: A Fresh Look at an Age-Old Business.

The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #19-19 was written by Jonathan M. Forster, Partner, John F. DeStefano, Associate, and Jennifer M. Smith, Counsel, BakerHostetler. The AALU…

Estate Planning w/ SLAT’s, Bucketing Systems For Asset Allocation, How Family Meetings Can Create Prospecting Opportunities, and More

October 17 , 2019 How Bucketing Systems Can Simplify Asset Allocation In this Financial Advisor piece, Morningstar’s Director of Personal Finance Christine Benz discusses how a bucketing system can help clients grasp the basics of asset allocation and plan retirement withdrawals. She discusses the benefits of splitting retirement assets into three buckets—short-term spending, mid-term (fixed...