Blog Archives

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 The PET was originally enacted effective January 1, 2018.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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Four Easy Steps for CT Taxpayers to Plan for their 2018 Income Tax

1. Know the Tax Law Changes   In December 2017 President Trump signed the new tax bill.  This new law is known as the Tax Cuts and Jobs Act (TCJA).  Much of the discussion surrounding the TCJA is tax cuts


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