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4 Reasons to do a Roth Conversion

Posted in Tax News on June 17, 2021

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

Posted in Tax News on June 13, 2021

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

Posted in Estate Planning, Events, Firm News on August 28, 2017

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

Posted in Tax News on December 6, 2013

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

Posted in Tax News on November 24, 2013

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

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