Blog Archives

FREE Quickbooks Workshop

QUICKBOOKS TUTORIAL LUNCH & LEARN WITH LAUREN September 18, 2019 11:30am-1:30pm QuickBooks is a small business accounting program businesses used to manage sales and expenses and to track daily transactions. You can use it to invoice customers, pay bills, generate reports for planning, tax filing,


2019 Fall Seminar Series Announced!!

FALL WORKSHOPS Join us for Dinner & Important Discussions You’ll Want to Hear   SPONSORED BY BORGIDA & COMPANY, P.C.  Certified Public Accountants & RAYMOND JAMES FINANCIAL SERVICES, Inc.     Thursday, September 12th MAXIMIZING SOCIAL SECURITY BENEFITS 5:30pm – 7:00pm,


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3 Reasons to Do a Roth Conversion to Save Taxes

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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CT Changes the Pass-Through Entity Tax (PET)

The State of Connecticut recently passed legislation to change the Pass-Through Entity Tax (PET). The PET was originally enacted effective January 1, 2018.  This tax applies to Pass-Through Entities. Entities that are subject to this tax are: Partnerships Limited Liability


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4 Easy Steps to File Your 2018 Forms 1099

1) Determine who should receive Form 1099 Business owners need to determine who should receive a Form 1099.  The Form 1099 will be issued to independent contractors and other parties. The IRS has rules to determine who is an employee


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