Marvin Révoal
Helping businesses, governments, and communities understand what is a business state of mind and how to benefit from it.
Working with organizations to understand a business state of mind…
About Marvin Révoal:
With extensive experience serving on public and private business boards, I have honed my skills as a valuable business partner and board member. During my decade of service on the Oregon Liquor and Cannabis Commission, as a Commissioner and a term as Chair, I collaborated with a dedicated team to ensure effective regulation of liquor, wine, cannabis, and bottle recycling in Oregon, providing valuable insights into these industries' responsible management.
I contribute my procurement process expertise to the City of Portland Procurement Services for the Police Facilitator review panel and shape the future of water and electric services in Eugene as a member of the Eugene Water & Electric Board site sale proposal. With a diverse background in for profit and nonprofit business and extensive board involvement, I offer a unique perspective and deep understanding of business and governance.
I am a Registered Representative and the Vice President of Business Development at a regional commercial insurance firm where I lead a team in providing business consulting services, design and management of employee benefits programs, risk solutions, bonding of retirement plans, and help clients attain a healthy financial future through comprehensive coordination of company sponsored benefits and individual investments.
First licensed in 1979, I have a comprehensive understanding of risk, the value of coordinating business insurance coverages, and the need for resources to develop policies, procedures, and training for loss control. I apply my in-depth insurance knowledge and experience to analyze needs and goals and to create comprehensive insurance plans/portfolios for individuals and companies.
Retirement
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A 401(k), 403(b), or the Simple IRA are employer sponsored, qualified profit sharing plans that allow employees to continue a portion of wages to individual investments accounts on a pre-tax or post-tax basis. Generally, the size of the sponsoring employer or corporate structure of the employer will determine the type of retirement plan selected.
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A non-qualified deferred compensation plan is a type of retirement plan that lets select, highly compensated employees enjoy tax advantages by deferring a greater percentage of their compensation (and current income taxes) than is allowed by the IRS in a qualified retirement plan.
Estate Planning/Gifting
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Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for a person's future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity, and may include minimizing gift, estate, and generation-skipping transfer taxes.
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A gift should be made voluntarily by the donor. This transfer should be free of any kind of coercion, fraud, or undue influence. A transfer of property by means of gift would be considered valid only when it is made by the donor's free consent. Nonprofit organizations play a pivotal role in supporting educational, religious, artistic, health and welfare services across the country. Make your charitable donation wisely by following these tips.
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