Yearly Archives: 2009

Presentation at the Manchester Chamber of Commerce

Thomas F. Scanlon, CPA, CFP®, Borgida & Company, PC and Raymond James Financial Services, Inc., member FINRA/SIPC, 360 East Center Street, Manchester will present “The Seven Sins of Personal Financial Planning”™ for the Greater Manchester Chamber of Commerce. This interactive session will clearly explain

Tagged with: , ,

Presentation at East Hartford High School

Tom Scanlon, CPA, CFP® was recently a guest speaker at East Hartford High School. Tom’s presentation with the senior students provided an overview on personal finance including savings, loans, credit cards, and home ownership.            

Tagged with: , ,

Where…EXACTLY…do you live?

Recently, hedge fund manager, Julian Robertson, avoided $27 million (yes, million) in New York City taxes.  He was able to prove he was outside the city and, therefore, not a resident of the city.  How did he do this?  His

Tagged with: , , , , , , , ,

Give…And Keep It "All In The Family"

Individuals may give up to $13,000 per year to an unlimited number of people.  This is known as the annual exclusion. 

Tagged with: , ,

Tax Smart Year-End Giving

With year-end near, many people are considering making their annual donations to their favorite charity.  A tax smart way to do this is to gift appreciated assets.

Tagged with: , , , ,