< Return to list

Articles

Tragedy Doesn't Keep a Schedule
By CTCPA Past President John Turgeon, CPA, HCS, CohnReznick
Building a sound plan for ourselves and our family is surely important, but executing against that plan with a sense of urgency and the help of experienced professionals is even...
Are You Ready for Retirement?
By Mike Lynch, CFP, Barnum Financial Group
A half a century ago Jimi Hendrix asked boomers, “Have you ever been experienced.” Today, those same boomers are being asked, and are asking themselves, are they ready to retire and enjoy...
What If I Need to Amend a Tax Return?
You completed your tax return and submitted it on time. But while you thought tax time was behind you, suddenly you realize that you made a mistake on your return. What can you do? Don’t panic: There is a process for amending your return if...
Questions to Consider When Taking a Job
Are you looking for a new career opportunity? These days, people don’t stick with one employer as long as they used to. If you’re in the job market, what issues should you be considering to be sure that your next step is the right...
Tax Facts When You Buy a Home
Are you planning to buy a home sometime soon? A total of 63.7 percent of American families own their primary residence, according to United States Census Bureau statistics, and home ownership is a long-standing part of the American Dream. Whether...
What Should I Do with a Windfall?
This is the month when taxpayers begin dreaming of refunds. The average federal tax refund in recent years has been around $3,000, according to the Internal Revenue Service. Whether it’s a refund, an inheritance or a bonus, there are many...
Don't Miss These Overlooked Tax Deductions
Are you missing out on chances to lower your tax bill? No matter what your tax bracket, you will pay more than necessary if you don’t take advantage of all the tax breaks ¬†for which you qualify. The Connecticut Society of CPAs reveals some...
5 Quick Steps to Improve Your Financial Life
Did you know that there are many easy, everyday opportunities to save more, spend less, and gain greater peace of mind about your finances? The Connecticut Society of CPAs highlights just a few options that you can put to work immediately. Make...
Don't Go Broke in Retirement!
Will you be able to live the life you want after you quit working? Running out of money in retirement was the top financial concern among financial planning clients, according to a survey of CPA financial planners conducted by the American...
Planning Ahead for Change
Change is in the air in Washington, and many taxpayers are eager to understand the impact that President Trump’s policies could have on their finances. The Connecticut Society of CPAs offers some insights on what they could mean and...

< Previous page