Fall Seminar Series

Back to School with Expert Advice

Join Us for Dinner & Important Discussions

You’ll Want to Hear

 

Wednesday, October 4th    

Making Your Wishes Known & Protecting Your Legacy

5:30pm-7:00pm at 360 East Center Street, Manchester, CT

Attorney Lou Spadaccini of Blackwell & Spadaccini LLC, leverages practical advice for Connecticut residents to maximize their legacy and minimize costs and delays. Some of the topics covered include: Estate Planning & Trusts; Wills; Power of Attorney; Health … Continue reading »

Scanlon presents at local school

Local CPA Thomas F. Scanlon recently made a presentation to an enrichment class of 6th graders at Franklin Elementary School in North Franklin, CT. The class introduces students to the Stock Market Game and the basics of researching/choosing stocks and how to trade in the Stock Market Game. Teacher Matt Walsh requested a professional presentation through SIFMA’s Invest it Forward tm program for this class that meets weekly.

 

SIFMA Foundation’s Invest it Forwardtm connects educators and classrooms with financial … Continue reading »

Credit Card ID Theft: How to Protect Your Cards (Part 3)

From the IRS website: 

Credit Card Loss or Fraudulent Charges Under the Fair Credit Billing Act, your liability for unauthorized use of your credit card tops out at $50. However, if you report the loss before your credit card is used, the FCBA says you are not responsible for any charges you didn’t authorize. If your credit card number is stolen, but not the card, you are not liable for unauthorized use.

ATM or Debit Card Loss or Fraudulent TransfersContinue reading »

Tax-Related ID Theft & What To Do (Part 2)

From the IRS website: 

What is Tax-Related Identity Theft?

It’s when someone uses your stolen Social Security number to file a tax return claiming a fraudulent refund.  You may be unaware that this has happened until you efile your return and discover that a return already has been filed using your SSN. Or, the IRS may send you a letter saying we have identified a suspicious return using your SSN.

Steps to Take If You Become a Victim If you are … Continue reading »

Shred Week A Huge Success

Borgida & Company Clients Save the Planet While They Clean Up!

 

Dozens of clients joined in for our first “Shred Event” last week. Eight very full, heavy bins full of old financial documents, checkbooks, tax returns, etc. were shredded as relieved clients unloaded years of unneeded documentation. Over 1,800 pounds were collected last week.

Many people didn’t realize that by shredding their information, they are actually taking part in a “green initiative”. Shredded material gets recycled; and by using less … Continue reading »

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