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Frank Vari, JD, MTax, CPA, is the practice leader of FJV Tax, a CPA firm that specializes in complex international and U.S. tax planning. He can be reached via email at frank.vari@fjvtax.com or telephone at (617) 770-7286 or (800) 685-2324. He began his career in international and corporate tax consulting with Deloitte and KPMG in the Midwest and Dallas. He has also served as senior vice president of tax for a large publicly traded manufacturer as well as a large private equity-owned global publisher. Vari has also been an adjunct professor of taxation to law and business students on international tax and corporate mergers and acquisitions. He is also a frequent speaker and author on complex international tax topics and issues. He is a licensed CPA in Massachusetts and Ohio and a licensed attorney in Ohio and the U.S. Tax Court. His education includes a Bachelor of Science in Accounting, a Master of Taxation, and a Juris Doctorate degree.

Hal Rosenbluth is chairman & CEO of New Ocean Health Solutions.

Mapping out their cash flow and identifying existing and potential problem areas are good places to start.

Anil Sanwal is vice president, group products, for RGA International Reinsurance.

Jim Rathburn is senior vice president, life, accident and disability for RGA U.S. Group Reinsurance.

Retail interest in ETPs tied to volatility has dimmed since early February when the S&P 500 tumbled 8.5%.

Matt VanderZwaag is director of product development at US Signal.

Failing to monitor reinvested dividends could boost their tax bills.

Mr. Lockard joined as co-founder knowing the power of a broker-dealer combined with distribution reach for public finance opportunities. Prior to 280 CapMarkets, Tom Lockard worked at Fundrise, a pioneering fintech company specializing in commercial real estate.

Previously, Tom was a Managing Director at Stone & Youngberg and a member of the company’s Executive committee and Board of Directors. Mr. Lockard served as a Public Finance Banker specializing in California municipal finance, special tax, assessment, tax increment, housing, utility, nonprofit, general obligation, and lease. Over his 30-year career at Stone & Youngberg Mr. Lockard structured more than 500 municipal bond issues representing more than $6 billion.

Mr. Lockard earned degrees from the University of Pennsylvania, Wharton School, Claremont Graduate University, and Stanford University.

Keith Smith is CEO of Payability.