Blog Archives

5 Easy Ways to Save Taxes with the SECURE Act

hand on dollar bills

President Trump recently signed legislation called “Setting Every Community Up for Retirement Enhancement” (SECURE Act).  This legislation has 29 provisions in it and will affect many investors saving for retirement. One of the biggest changes is the removal of the


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Join Us!! Two More Fall Workshops To Attend

Join us for Dinner & Important Discussions You’ll Want to Hear   SPONSORED BY BORGIDA & COMPANY, P.C.  Certified Public Accountants   Thursday, October 10th Do You Have What it Takes to Retire? Thomas Scanlon, CPA, CFP®, Financial Advisor, Raymond


3 Reasons to Do a Roth Conversion to Save Taxes

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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


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Protecting Your “Stuff” and Your Legacy

Guest speaker Attorney Thomas Robinson of  Falkenstein, Meggers, Paul & Robinson, PC provided a full house of Borgida & Company clients much practical advice for protecting your “stuff” and your legacy on Thursday, November 1st. Some topics included asset protection, who


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NEW!!! 2018 Fall Seminar Series Announced

Join us for Dinner & Important Discussions You’ll Want to Hear.   Thursday, September 27th  How The New Federal Tax Law Affects YOU 5:30pm – 7:00pm, 360 East Center Street, Manchester, CT Thomas F. Scanlon, CPA, CFP®, President of Borgida


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