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VOLUME 15 ISSUE 10 ADVISOR S BULLETIN WHAT S IN THIS MONTH S NEWSLETTER Michael W. Lagos CFP President Robert L. Langsam Director of Tax Strategies Jane M. The Advisor s Bulletin is p rov id ed b y LAGOS WEALTH ADVISORS AND LAGOS FINANCIAL INSURANCE SERVICES INC. For those cases where employee ownership makes sense the parties might consider an ESOP or nonqualified ownership buy-in by the employee. Ben agrees to a buyout agreement with Molly for the mortgage LLC if something happens to Ben....

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1. Professionals or employees responsible for monthly reporting.
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What is whats in this months?

Whats in this months refers to the monthly report that includes financial information such as income, expenses, and profits.

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On whats in this months, one must report income, expenses, profits, and any other relevant financial information.