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LAST EVENT A SUCCESS: MAKING YOUR WISHES KNOWN & PROTECTING YOUR LEGACY

Posted in Estate Planning, Events, Firm News on November 11, 2022

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…

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

Posted in Estate Planning, Tax News on December 8, 2021

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

Posted in Estate Planning, Tax News on January 2, 2020
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

Posted in Estate Planning, Events, Firm News on September 23, 2019

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…

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3 Reasons to Do a Roth Conversion to Save Taxes

Posted in Estate Planning, Small Business, Tax News on July 31, 2019
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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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