Fidelis Financial Services

04/10/2018

Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

04/10/2018

What a great message, it just happens to come from a very young man!!

04/04/2018

A few of you may find this helpful in you tax planning.

https://www.thinkadvisor.com/2018/04/03/6-potential-pet-related-tax-deductions/?kw=6%20Pet-Related%20Tax%20Deductions&et=editorial&bu=TA&cn=20180404&src=EMC-Email&pt=InsideWealth

03/12/2018

Being a CPA doesn't make you a Planner

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

09/15/2017

Good advice to live by.

09/09/2017

08/16/2017

07/18/2017

While proper planning can eliminate or reduce a good portion of estate taxes, many states still impose their own estate and/or inheritance tax on top of federal estate tax.

A new report from the Tax Foundation shows which states still impose estate and/or inheritance taxes and their exemptions.

06/21/2017

Some of this is very accurate

For the record, this isn’t meant to be a pessimistic rant about how tough life is. It’s meant to motivate you to take action armed with this knowledge.

12/29/2016

Insightful!

08/05/2015

Unfortunately Connecticut is becoming not only a very expensive place to live but also a very expensive place to die. Probate fees at 5% for estates over $2M, not much money when you factor in property, life insurance etc.

http://www.foxbusiness.com/personal-finance/2015/08/05/connecticut-is-now-most-expensive-place-to-die/?intcmp=hplnws

New probate fees in Connecticut have made it the most expensive place to die, making some wealthy residents wonder if they can afford to live there.