Blog Archives

4 Reasons to do a Roth Conversion

This article is original content written by Thomas Scanlon, CPA, CFP® of Manchester, CT. A Roth Conversion is when funds are taken out of an IRA and converted into a Roth IRA. This conversion results in taxable income. Here are 4


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The 401(k) Plan…The Foundation of Your Retirement

This article is original content written by Thomas Scanlon, CPA, CFP® of Manchester, CT. Many employers will offer a 401(k) to their employees.  A 401(k) plan offers many advantages to employees.  The biggest advantage is tax-deferred investing.  These accounts are not


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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


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3 Proven Reasons a Connecticut Business Owner Should Meet With Their CPA Before Year-End

Another year will end soon.  There is (very) little tax planning that can be done after the year-end.  With the maximum federal income tax bracket of 39.6% and the maximum State of Connecticut income tax bracket of 6.5% there is


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4 Year-End Tax Planning Steps for Connecticut Taxpayers to Save Money

      The year-end will be here soon.  Here are 4 year-end tax planning steps for Connecticut taxpayers:  


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