Hi! I help CPAs, Small Business Owners, Professionals, and Consultants create customized retirement plans designed to save on taxes while building for retirement. I add value to CPAs by showing them ways to maximize retirement contributions while minimizing W2 income and FICA for their small business or sole owner clients. I have been published by The CPA Journal and Accounting Today on this subject. I am an Associate Member, non CPA, of the NYSSCPA, New York State Society of CPAs
My firm, Lantern Wealth, has custodial relationships with Pershing, LLC, a wholly owned subsidiary of Bank of New York Mellon Corporation and Charles Schwab.
For larger businesses with 401(k) plans, I work with the owners or partners to address such issues as fiduciary liability and excessive fees on their current plans. I also review their current plan with regard to expenses, hidden fees, employee participation levels, employee education, and investment selections to make sure it follows recent Department of Labor guidelines.
For ultra high net worth families, I help build personalized tax free municipal bond portfolios to address their income and wealth preservation needs. In addition to individual bond portfolios, I help clients create broader portfolios using a variety of asset classes.
Specialties: Fee-Based Investment & Wealth Management Solutions | Small Business Retirement Plans | Individual 401(k) | Defined Benefit Plans | IRA Rollovers | Corporate 401(k) Plans | Life Insurance
I can be reached at 631-454-2000.