Feinman, Rettig & Associates has the expertise to recognize and anticipate problematic issues and to design customized strategies and practical solutions. We are fully committed to building your trust by providing informed, objective and proactive guidance that delivers results. You are unique and we believe your financial plan should be too.
Lee Feinman, CLTC
- Licensed in all 50 states
- New York State & Florida Life & Health
- Licensed Series 6 & 63
- New York State Property & Casualty Broker
- New York State Certified Medicare Planning Specialist
- New York State Certified Long Term Care Partnership Program
Areas of Expertise:
- Medicare & Retirement Planning Services
- Individual and Group Health Insurance & Voluntary Benefit Plans
- Long Term Care & Critical Illness Coverage
- Business Continuation & Exit Planning Strategies
- Divorce Planning Strategies
Lee Feinman has been providing insurance strategies and financial services to individuals, business owners, and corporations for over 15 years. His specialties – which include Social Security/Retirement Planning and Business Succession – allow him to help clients to improve their long-term financial goals. His customized programs are designed to grow, protect and conserve each client’s personal wealth.
Lee takes the time to listen, carefully evaluating each client’s financial needs and circumstances, then helping to formulate their own financial footprint. He is passionate about showing people how to find and fill unrealized gaps in their personal financial strategies. He strongly believes that “one size does not fit all” when it comes to finances. His flexibility and attention to detail help him create long lasting client relationships. He partners with a dedicated team of specialists in group insurance, pensions, taxation and investments who augment his estate and business planning to exceed the expectations of his clients.
Lee Attended Hofstra University. He has been a Board Member for Glen Oaks Village for over 30 years, Treasurer of the Mill Brook Civic Association, and is Vice-President of the Valley Steam Chamber of Commerce.
Robert Rettig, CPA, MS
Robert Rettig helps people resolve their difficulties with the IRS and various state taxing agencies. His work includes preparation, planning and the review of all types of tax returns, audits, compilations and industry-related reviews. While he deals in a vast variety of income levels, his expertise lies with high net worth. His clientele includes real estate, broker-dealers, commodity traders, manufacturers, doctors, and lawyers.
Preparation and review of tax returns are done for Individuals, C Corporations, S Corporations, Partnerships, Estates, Gift, Fiduciary, Exempt Organizations and Private Foundations.
In addition, Robert is well-versed in the international tax arena, having prepared tax returns for nonresident aliens. He has dealt with the Exit Tax Issue and other issues regarding Treaty Based Positions, which enable those with dual citizenship to claim their residence in their native foreign country, thus avoiding paying worldwide source income. He has also worked with Subpart F Income and Controlled Foreign Corporations.
Robert Rettig represents individuals and businesses before the IRS and the NYS Department of Taxation and Finance, regarding audits, appeals, removals of liens, and garnishments. He prepares Offer in Compromises and Installment Agreements.
Robert received his Masters Degree in Taxation from Long Island University in 1998. He is an active member of the Association of Certified Fraud Examiners, the American Institute of CPAs, and the NYS Society of CPAs.