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Presentation at East Hartford High School

Posted in Events on December 9, 2009

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.            

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Where…EXACTLY…do you live?

Posted in Tax News on December 9, 2009

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…

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Give…And Keep It "All In The Family"

Posted in Tax News on December 7, 2009

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

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Tax Smart Year-End Giving

Posted in Tax News on November 19, 2009

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.

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Give….and Receive!

Posted in Tax News on November 17, 2009

Taxpayers over age 70-1/2 with an IRA have a year-end tax planning opportunity. 

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