Estate Planning

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 needs a trust & why, the probate process, powers of attorney & gifting strategies.

Some people think that you must have wealth … Continue reading »

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 & Company, PC will present on the New Federal Tax Law. Some of the topics include: reduced Income Tax Rates, removal of Personal Exemptions, increases in the Standard … Continue reading »

Nov. 2nd Seminar About Fiduciary Fraud

Stephen Pedneault, Forensic Accountant Services LLCinstructed & entertained a full-house at Borgida & Company on Thursday, November 2nd. Points of discussion included the nature of fiduciary theft; signs for identifying fiduciary fraud; the frequency of occurrence & the likely trend for future cases.

 

Guest Lynn Lynch won the door-prize drawing of one of Pedneault’s books “Anatomy of a Fraud Investigation”. Congrats Lynn! 

Oct 4th Lecture on Estates & Wills a Big Hit

On Wednesday, October 4th, Tom Scanlon welcomes our guests and introduces guest speaker Attorney Lou Spadaccini for his lecture on “Making Your Wishes Known & Protecting Your Legacy”. An educational & enjoyable evening was had by all.

Along with will & probate matters, Spadaccini specializes in personal injury, collections, worker’s compensation law and business & commercial law. If you’d like information on services offered … Continue reading »

Fall Seminar Series

Back to School with Expert Advice

Join Us for Dinner & Important Discussions

You’ll Want to Hear

 

Wednesday, October 4th    

Making Your Wishes Known & Protecting Your Legacy

5:30pm-7:00pm at 360 East Center Street, Manchester, CT

Attorney Lou Spadaccini of Blackwell & Spadaccini LLC, leverages practical advice for Connecticut residents to maximize their legacy and minimize costs and delays. Some of the topics covered include: Estate Planning & Trusts; Wills; Power of Attorney; Health … Continue reading »