Joe Marmorato, Manager of Tax Planning, quoted in Central Penn Business Journal article

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Joe, the Manager of Tax Planning at Domani Wealth, was recently a major source providing information for a Central Penn Business Journal (CPBJ) article detailing how intra-family loans can be beneficial options. The column ran in the print and digital versions of the CPBJ and was published online in early December. CPBJ is a central Pennsylvania regional business-focused newspaper, covering news and insights relevant to business leaders and professionals.

Joe provided reporter Ed Gruver insights into the pros and cons of such loans, what they can be used for, and considerations. These loans can often provide a lower interest rate than from a traditional lender, so long as it follows specific structure dictated by the IRS. You can learn more about the topic in the article, found here: https://mailchi.mp/domaniwealth/investing-a-cash-balance-timed-well

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