If you wish to allocate a portion of your savings or retirement/pension in a safe Fixed Index Annuity with no negative market participation, text Connie Dello Buono, 0G60621, at 408-8541883 to show you Athene’s annuity products that suits your retirement savings goal of tax less, fees less, avoid probate, safe with no participation in marketContinue reading “Why Athene Fixed Index Annuity for lifetime pension”
Tag Archives: CPA
Protect your cash accumulation from unnecessary taxes, market risks and inefficient financial products
Now that you are in critical capital mass and earning more than you are spending, your goals are to protect your cash accumulation from unnecessary taxes, market risks and inefficient financial products. Contact Connie Dello Buono, financial planner for doctors and business owners working with CPA and financial advisors in ensuring that your cash accumulation isContinue reading “Protect your cash accumulation from unnecessary taxes, market risks and inefficient financial products”
Are you losing $1M or more of wealth accumulation intended for retirement?
Contact Connie Dello Buono, financial planner working with financial advisors and CPA helping doctors and business owners protect $1M in wealth accumulation (period of 10 or more years) at 408-854-1883 motherhealth@gmail.com in 50 US states. CA Life Lic 0G60621 , 1708 Hallmark Lane San Jose CA 95124
C corporation for the practice, structure for max savings and min taxes
C corporation can be the right choice for many small entities because of the deductions it allows. A C corporation enjoys a full deduction for the cost of employees (including owner employees) health insurance, group term life insurance up to $50k per employee and even long-term care premiums without regard to age-based limitations. A CContinue reading “C corporation for the practice, structure for max savings and min taxes”
CPA Seminar serving business owners
My financial service office in San Ramon is a CE Service provider to the bay area CPA community. We provide weekly seminars/webinar for CPAs in the bay area. Contact Connie Dello Buono motherhealth@gmail.com to get dates and times or call 408-854-1883 Business succession issues. Estate planning techniques. CPA helping business owners deal with things thatContinue reading “CPA Seminar serving business owners”
Estate Planning for Business Owners
estate_plan_ for business owners The irrevocable life insurance trust is not the only form of trust that’s useful with an estate plan. There are actually several different types of trusts that have important roles to play in the estate planning process. One of the more popular trusts is the so-called “living trust,” more technically knownContinue reading “Estate Planning for Business Owners”
Get a second shot in earning the income you deserve , a $15k value Europe trip awaits for free
Make a change in your life, join me to financial independence by Jan 24, 2014 we will be in Las Vegas for free to be with successful team of self-motivated business owners. Our goal is to share with others on how to maximize wealth and minimize taxes. How bad do you want to win and succeed?Continue reading “Get a second shot in earning the income you deserve , a $15k value Europe trip awaits for free”