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Community Corner

Strategies for Business Owners

Pete Marcano, Neighbor
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Tax, Pension and Retirement Planning Concerns

Please R.S.V.P. to Pete Marcano at 631-844-3013 for our workshop highlighting strategies for business owners.

We will review strategies to help business owners:
  • Maximize tax-deductible retirement plan contributions.
  • Make tax-deductible life insurance premium payments to fund your retirement plan (subject to plan limitations).
Our presentation will also include an overview of:
  • Tax changes resulting from the American Taxpayer Relief Act of 2012.
  • Pros & cons of many types of retirement plans.
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