Lawrence Bell JD, LTM, CLU, ChFC, CFP-SME, AEP

Biography

Mr. Bell is principal of Advisors, LLC.  He teaches business and estate planning to actuaries, attorneys, accountants, financial planners and insurance professionals.  He is a qualified expert and testified on business practices, valuations, taxes, patents and benefits.  He works with entrepreneurial, profit non-profit and government organizations in strategic planning, business continuity and benefit practices on a regional, national and international basis.  He served as Tax Bar liaison to the IRS for Maryland and the Attorney on the District Director’s FEPTA panel for 10 years.  He was nominee for Taxpayer Advocate (National) with the IRS and named Chair of the Exempt Organizations Focus Group with IRS. He has received patents in actuarial product fields dealing with COLI, BOLI, GASB, FASB, IASB and OPEB solutions. He has authored articles and Decision Trees on COLI Best Practices, 409A, and Benefit Planning. Mr. Bell has qualified as a Subject Matter Expert at the Certified Financial Planning Board.  He speaks nationally on all of the topics he has written about.

Education

No information available.

Admissions/Licenses

No information available.