Domani Wealth



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

Categories: Media Mentions |
Estimated Reading Time:
< 1 minutes

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


Important Disclosure

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Domani. A copy of Domani’s current written disclosure brochure discussing our advisory services and fees continues to remain available upon request.


Start A