The insurance industry also includes a number of independent organizations that provide a wide array of insurance-related services to carriers and their clients. One such service is the processing of claims forms for medical practitioners. Other services include loss prevention and risk management. Also, insurance companies sometimes hire independent claims adjusters to investigate accidents and claims for property damage and to assign a dollar estimate to the claim. Other organizations in the industry are formed by groups of insurance companies, to perform functions that would result in a duplication of effort if each company carried them out individually. For example, service organizations are supported by insurance companies to provide loss statistics, which the companies use to set their rates. Estate PlanningPlanning your estate is to distribute your assets according to your wishes after your death. Successful estate planning transfers your assets to your beneficiaries quickly and usually with minimal tax consequences. The process of estate planning includes inventorying your assets and making a will and/or establishing a trust, often with an emphasis on minimizing taxes. This pamphlet provides only a general overview of estate planning. You should consult an attorney, or perhaps a CPA or tax advisor for additional guidance. You may think estate planning is only for the wealthy. If your assets are worth $1,000,000 or more, estate planning may benefit your heirs. That's because generally taxable estates worth in excess of the amounts in the chart below may be subject to federal estate taxes, with rates as high as 45% to 50% of the taxable estate. Adding up the value of your assets can be an eye-opening experience. By the time you account for your home, investments, retirement savings and life insurance policies you own, you may find your estate in the taxable category. Even if your estate is not likely to be subject to federal estate taxes, estate planning may be necessary to be sure your intentions for disposition of your assets are carried out. |
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A financial analyst securities analyst, research analyst, equity
analyst, or investment analyst is a person who performs financial analysis for external or internal clients
as a core part of the job. Financial analysis (also referred to as financial statement analysis or
accounting analysis or Analysis of finance) refers to an assessment of the viability, stability and
profitability of a business, sub-business or project. It is performed by professionals who prepare reports
using ratios that make use of information taken from financial statements and other reports. These reports
are usually presented to top management as one of their bases in making business decisions. Certification
as a financial analyst requires accredited education in finance
Management consulting is the practice of helping organizations to improve
their performance, primarily through the analysis of existing organizational problems and development of
plans for improvement. Organizations may draw upon the services of management consultants for a number of
reasons, including gaining external (and presumably objective) advice and access to the consultants'
specialized expertise. Becoming certified in management consulting requires proper education experience and
credentials.
Management accounting or managerial accounting is concerned with the
provisions and use of accounting information to managers within organizations, to provide them with the
basis to make informed business decisions that will allow them to be better equipped in their management
and control functions. Cost accounting is a process of collecting, analyzing, summarizing and evaluating
various alternative courses of action. Its goal is to advise the management on the most appropriate course
of action based on the cost efficiency and capability. Cost accounting provides the detailed cost
information that management needs to control current operations and plan for the future. Certification in
management or cost accounting requires education and expertise in accounting.
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