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Strategic Tax Planning: What to Tackle Before December 31st
As the year comes to a close, now is the time to finalize key strategies that can optimize your tax situation and help you stay aligned with your financial goals. At Connecticut Wealth Management (CTWM) we understand that tax planning can sometimes feel overwhelming. That is why we prioritize this critical work year-round. With year-end […]
Financial Insights for 2024: Market Performance, Policy Shifts & Planning Ahead
As 2024 winds down, strong market performance and the upcoming election are prompting questions about navigating volatility, potential changes to estate taxes, and market impacts from policy shifts. In our most recent update from our Investment Committee, the team discusses key insights and proactive steps to help you stay aligned with your financial goals amid […]
The Strategic Power of Pre-Sale Gifting of Closely Held Stock
As a business owner, you invest considerable time, energy, and resources into building a successful company. Now, as you plan for the future, it is essential to explore strategies that protect your wealth and secure your family’s financial legacy. While it may not be the right fit for every business owner, gifting shares of your […]
Strategic Tax Planning: What to Tackle Before December 31st
As the year comes to a close, now is the time to finalize key strategies that can optimize your tax situation and help you stay aligned with your financial goals. At Connecticut Wealth Management (CTWM) we understand that tax planning can sometimes feel overwhelming. That is why we prioritize this critical work year-round. With year-end […]
Financial Insights for 2024: Market Performance, Policy Shifts & Planning Ahead
As 2024 winds down, strong market performance and the upcoming election are prompting questions about navigating volatility, potential changes to estate taxes, and market impacts from policy shifts. In our most recent update from our Investment Committee, the team discusses key insights and proactive steps to help you stay aligned with your financial goals amid […]
The Strategic Power of Pre-Sale Gifting of Closely Held Stock
As a business owner, you invest considerable time, energy, and resources into building a successful company. Now, as you plan for the future, it is essential to explore strategies that protect your wealth and secure your family’s financial legacy. While it may not be the right fit for every business owner, gifting shares of your […]