Timothy Libby works with the specialized business-markets group of NYLIFE Securities that focuses on tax smart strategies for business owners, individuals and there families.

I work with clients/ small business owners with Tax Smart Strategies that are…..

• Frustrated paying excessive taxes
• Anxious about there ability to get more money out of the company on a tax advantage basis to plan  for their retirement, without having to include their employees and without the massive paperwork and administrative costs associated with many plans
• Curious about the best way to structure a business succession plan for the benefit of the business owner, family, or partner
• Under pressure to keep a keep employee from leaving and going to a competitor
• Disappointed/Upset with their current pension plan concerning fees, performance or employee education.
• Baffled by complicated regulations in offering a pension plan to yourself and/or your employees.
• Worried about estate tax considerations when you sell you business or pass it on.
• Searching for a firm to help them get money from the corporation without having to share with all the employees.