FALL WORKSHOPS Join us for Dinner & Important Discussions You’ll Want to Hear SPONSORED BY BORGIDA & COMPANY, P.C. Certified Public Accountants & RAYMOND JAMES FINANCIAL SERVICES, Inc. Thursday, September 12th MAXIMIZING SOCIAL SECURITY BENEFITS 5:30pm – 7:00pm,…
A Roth Conversion is when you take a distribution from an IRA, tax it and rollover the proceeds within 60 days into a Roth IRA. In lieu of getting a check, have the funds sent from the IRA to the…
The State of Connecticut recently passed legislation to change the Pass-Through Entity Tax (PET). The PET was originally enacted effective January 1, 2018. This tax applies to Pass-Through Entities. Entities that are subject to this tax are: Partnerships Limited Liability…
Clients who will be turning 70 ½ this year are being advised to PAUSE with regards to taking their Required Minimum Distribution from their IRA for 2019. Clients of this age AND who have an IRA or a 401(k)…
1. Sign the Work Authorization and complete the Tax Organizer In order to hire a CPA, you will need to authorize the work. This is done by signing the so-called engagement letter. This establishes the scope of the services to…
