Sponsored Content
Issues Small Business Owners Need to Address When Implementing an Estate Plan
On a day-to-day basis small business owners are faced with a myriad of complex issues running the gamut from the revenue,...
Getting Ready For Tax Season
https://www.youtube.com/watch?v=xlv_6T3FKfI While there are government deadlines for filing business and personal tax returns, tax preparation needs attention throughout the year. Citrin...
TRUST AND ESTATE PLANNING STRATEGIES FOR 2023
With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the...
Which is Best for Me: A Revocable or Irrevocable Trust?
Trusts are excellent vehicles for probate avoidance, ease of transition of funds to one”™s beneficiaries upon death, asset protection planning and...
NEW GUIDANCE ON BENEFICIAL OWNERSHIP REPORTING
The Corporate Transparency Act (CTA) was passed in 2021 to prevent money laundering and financial fraud in the U.S. financial system....
ERP Implementation: The 5-Step Methodology You Need to Go Live Without A Hitch
ERP implementation. Two words that make even the most seasoned business leaders sweat. And it is completely understandable ”” the stakes...
Getting Ready For Tax Season
https://www.youtube.com/watch?v=Zy7aa0ZaPZk It's the end of the year, and that means it's time to concentrate on taxes. Karen Henderson, a partner in...
The ABC’s of Estate Planning for Digital Assets
As someone who grew up during the introduction of electronic banking, text messaging, social media, I live in the cross-roads of...
Open for business! The Interstate Design Center brings luxury building products to Westport!
One of Connecticut’s oldest building supply companies has opened the latest in its award-winning series of Window & Door showrooms.
Tax Planning Considerations for 2022
Now that autumn is in full swing and a new year is quickly approaching, it is important for companies to turn...
How to Stay in Control of your Affairs after an Alzheimer’s or Dementia Diagnosis
Worldwide, 55 Million people are living with Alzheimer”™s and other forms of dementia. Losing the ability to handle one”™s affairs is...
How Can I Protect My Home with Minimal Impact on My Life?
For more than three (3) decades I have alerted seniors of the need to be proactive in taking steps to protect...
New Tax Savings Strategies
The Qualified Small Business Stock (QSBS) and Section 1202 capital gain exclusion has recently experienced a surge in its popularity as...
What factors should New Yorkers consider when planning to change their tax residence?
Successful business man looking away against the skyline Our Private Client Services team has seen more clients than ever before change or plan ...
Estate Planning for Digital Assets
As someone who grew up during the introduction of electronic banking, text messaging, and social media, I live in the cross-roads...
