Blog Archives


Thursday, November 10th was our last Fall Seminar Series workshop for 2022. The office was filled with clients who came out to hear Attorney Louis Spadaccini, Blackwell & Spadaccini LLC, who knocked it out of the park with his presentation about

Federal Estate Tax Proposal 2021 -> Proposed Build Back Better Act

This article is original content written by local Manchester, CT CPA firm Borgida & Company, P.C. staff accountant Norbert Jurkiewicz. Pending Legislation: Proposed Build Back Better Act Affects Estate and Gift Tax Planning   Background On December 22, 2017, President

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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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