The newly signed tax bill brings with it a range of changes that could impact how business owners approach growth, cash flow management, and long-term planning. While most provisions won’t require major adjustments, several updates create opportunities for those who plan ahead. At Connecticut Wealth Management (CTWM), we recognize how closely your business decisions are […]
With the latest tax bill now signed into law, you may be wondering how these changes could affect your financial plan. While we don’t expect a major shift for most of our clients, several new provisions present opportunities for strategic planning. At Connecticut Wealth Management (CTWM), we’ve guided clients through evolving tax landscapes before, and […]
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 […]
With wedding season in full swing, Emily Wood shared a few tips with WTNH News 8 to help couples plan for the wedding and their financial future. Watch the full interview.
Patrick Sullivan, CFP® spoke with FOX61 to offer some last-minute tips ahead of the April 18 tax filing deadline. The most important tip is to start planning for the next tax year now. Watch the full interview.
Jarrett Solomon, CFP®, CIMA® and Emily Wood, CFP® discuss the standard tax planning strategies we implement for our clients year in and year out. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific […]
Emily R. Wood, CFP®, Director of Financial Planning, and Michael A. Tedone, CPA/PFS Partner, discuss Biden’s tax plan and the potential implications for your taxes. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take […]
Megan Trask, CFP® and John Shanley, CFP® review how President Biden’s tax plan may affect investments. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend to make an offer […]
Hartford Business Journal Ask the Expert Feature with Emily R. Wood, CFP® Q: What is Biden proposing in his American Families Plan, and who will be exposed to its effects? Biden’s American Families Plan has far-reaching impacts on business owners, executives, real estate investors, and Connecticut estates. Fundamentally, this proposal has the potential to shift how high-net-worth […]
Denis M. Horrigan, CFP ®, CEPA®, Partner & Co-founder of Connecticut Wealth Management, discusses with Emily R. Wood, CFP®, Director of Financial Planning, and Michael A. Tedone, CPA/PFS, Partner, what taxes may look like post-election. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should […]