LIVIA WEALTH LLC
Summary
Insurance Agencies and Brokerages | Trusts, Estates, and Agency Accounts | Tax Preparation Services | Other Accounting Services | Administrative Management and General Management Consulting Services | Human Resources Consulting Services | Marketing Consulting Services | Process, Physical Distribution, and Logistics Consulting Services | Other Management Consulting Services
Profile
Address
Classification
Description
Insurance Agencies and Brokerages
Establishments in this category are primarly engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies.
Trusts, Estates, and Agency Accounts
This category includes legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.
Illustrative Examples:
Bankruptcy estates
Private estates (i.e., administering on behalf of beneficiaries)
Personal investment trusts
Testamentary trusts
Tax Preparation Services
This includes establishments (except offices of CPAs) engaged in providing tax return preparation services without also providing accounting, bookkeeping, billing, or payroll processing services. Basic knowledge of tax law and filing requirements is required.
Other Accounting Services
This includes establishments (except offices of CPAs) engaged in providing accounting services (except tax return preparation services only or payroll services only). These establishments may also provide tax return preparation or payroll services. Accountant (except CPA) offices, bookkeeper offices, and billing offices are included in this industry.
Administrative Management and General Management Consulting Services
This includes establishments primarily engaged in providing operating advice and assistance to businesses and other organizations on administrative management issues, such as financial planning and budgeting, equity and asset management, records management, office planning, strategic and organizational planning, site selection, new business start-up, and business process improvement. This industry also includes establishments of general management consultants that provide a full range of administrative, human resource, marketing, process, physical distribution, logistics, or other management consulting services to clients.
Illustrative Examples:
Administrative management consulting services
Financial management (except investment advice) consulting services
General management consulting services
Site selection consulting services
Strategic planning consulting services
Human Resources Consulting Services
This includes establishments primarily engaged in providing advice and assistance to businesses and other organizations in one or more of the following areas: (1) human resource and personnel policies, practices, and procedures; (2) employee benefits planning, communication, and administration; (3) compensation systems planning; and (4) wage and salary administration.
Illustrative Examples:
Benefit or compensation consulting services
Employee assessment consulting services
Personnel management consulting services
Human resources consulting services
Marketing Consulting Services
This includes establishments primarily engaged in providing operating advice and assistance to businesses and other organizations on marketing issues, such as developing marketing objectives and policies, sales forecasting, new product developing and pricing, licensing and franchise planning, and marketing planning and strategy.
Illustrative Examples:
Customer services management consulting services
New product development consulting services
Marketing management consulting services
Sales management consulting services
Process, Physical Distribution, and Logistics Consulting Services
This includes establishments primarily engaged in providing operating advice and assistance to businesses and other organizations in: (1) manufacturing operations improvement; (2) productivity improvement; (3) production planning and control; (4) quality assurance and quality control; (5) inventory management; (6) distribution networks; (7) warehouse use, operations, and utilization; (8) transportation and shipment of goods and materials; and (9) materials management and handling.
Illustrative Examples:
Freight rate or tariff rate consulting services
Productivity improvement consulting services
Manufacturing management consulting services
Inventory planning and control management consulting services
Transportation management consulting services
Other Management Consulting Services
This includes establishments primarily engaged in providing management consulting services (except administrative and general management consulting; human resources consulting; marketing consulting; or process, physical distribution, and logistics consulting). Establishments providing telecommunications or utilities management consulting services are included in this industry.
