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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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3 Things We Learned From Hurricane Sandy

Posted in Tax News on October 31, 2012

  Hurricane Sandy has left its devastation.

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How to Maximize Your Annual Gifts and Minimize Your Estate Taxes

Posted in Tax News on February 15, 2012

Annual Exclusion Taxpayers are allowed to gift up to $13,000 per year to an unlimited number of people without having to file a gift tax return or pay a gift tax. If the amount goes over $13,000 to any one…

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Thomas Scanlon,CPA,CFP® Quoted in Patch.com

Posted in Tax News on July 8, 2011

  On July 5, 2011, Thomas Scanlon,CPA,CFP ® was quoted on “Moody’s Outlook Negative on State’s Long-Term Debt”. To read the article, please click here: Moody’s Outlook

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