
Why Tax Planning Should Be Part of Your Retirement Strategy
Tax planning should play an important role in your retirement strategy to maximize your retirement income and ensure your future is financially secure. Without a plan, your tax liability could diminish your savings and cause significant financial strain. It’s best to...

Why DIY Tax Preparation Can Cost You More in the Long Run
Whether you’re an individual taxpayer or an entrepreneur, you might be considering DIY tax preparation as a way to save money. In many cases, this is a mistake that can actually end up costing you more in the long run. Not only might you miss out on significant...

Weighing the Benefits and Risks of Setting up a Family Office
What are the benefits and risks of setting up a family office? While many wealthy investors use companies to manage their portfolios, it may make sense to transition to a family office once a family’s net worth reaches a certain threshold. A family office can...

Tax Planning for Small Businesses in Fairfield County: Tips to Maximize Savings
If you’re a small business owner, effective tax planning is a crucial financial tool. It can help minimize your tax liability, create opportunities for reinvestment, and boost your bottom line. Tax planning can not only lead to immediate financial relief, but also...

Tax Consequences of Property Division in Divorce
Splitting up your assets when you part ways with your spouse isn’t just about who gets what. There are many potential tax consequences when it comes to dividing property in divorce — and it’s important to take them into consideration when negotiating a settlement...

How to Handle Taxes for Side Hustles and Gig Work
Gig work has become increasingly popular in today’s economy. But whether you’re entirely self-employed or use your side hustle to supplement your income, it’s important to be aware that you must claim your earnings on your taxes. Meeting your tax obligations as a gig...

What Does the One, Big, Beautiful Bill Mean for Individuals and Businesses?
On May 22, 2025, the House of Representatives approved an amended version of the budget reconciliation bill, which now moves to the Senate for consideration. Also referred to as the “One, Big, Beautiful Bill,” the proposed legislation includes a variety of provisions...

The Best Tax Strategies for Wealth Preservation and Growth
You’ve worked hard over the years to acquire your wealth — and it’s imperative to take measures to protect it. While making prudent investments can play a crucial role in preserving and growing your assets, it’s important not to overlook opportunities to minimize your...

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