Hello Richard,

As always, year-end tax planning is a critical component to identifying all of the possible ways to reduce the amount you pay in taxes.

Contact us or call 203-933-1679 to arrange a meeting or a Zoom when we can discuss year-end tax planning considerations, including income shifting, Roth IRA conversions, creating a Charitable Remainder Trust, required minimum distributions, child tax credit, qualified medical expenses and other areas of concern and importance to you. 

Thank you.

Rich Pavano, CPA