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Gary Thomas

Life Goals In an ever-changing world — one in which career trends, technology, and, yes, financial markets have a way of shifting — it can be daunting to craft an […]

Julia Coffey brought this selection of mushrooms to a local farmers market

Sowing Seeds Julia Coffey’s business was mushrooming — in more ways than one. In fact, her enterprise, Mycoterra Farm, specializes in mushrooms. And when she was looking for a larger […]

Five Hot Tax Topics The Tax Cuts and Jobs Act represents a seismic shift within the broad realm of accounting and tax planning, and some of the aftershocks may not […]

Tax-Incentives

New Rules of the Road By Julie Quink, CPA In 2018, nonprofit organizations face implementation of the first major overhaul of accounting standards in two decades. The goal of the […]

Lines of Defense While major data breaches at national companies justifiably make news, small businesses may not recognize that hackers target businesses of all sizes and types. But awareness is […]

One of the casual meeting spaces at Country Bank

Collaborative Culture When Country Bank sought to overhaul its space on South Street in Ware a few years ago — a former mill building that houses about 110 employees — […]

Tale of Two Cities

Expanding the Footprint Although many Freedom Credit Union members have ties to West Springfield, Glenn Welch said, the institution has never had a physical branch there. But that will soon […]

Tax-Incentives

Giving Some Insight By Terri Judycki The Tax Cuts and Jobs Act (TCJA) has resulted in many changes for taxpayers. One area in particular is charitable giving. For those who […]

President and Chief Investment Officer Trevor Forbes

One Size Doesn’t Fit All With decades of investment experience under his belt — much of it for very large companies on an international scale — Trevor Forbes decided he […]

Separating Hype from Reality By Ann I Weber, Esq. Recent headlines read: “Estate Taxes Repealed for All But Mega Estates!” “Get Your Hot Dogs Here with a Complimentary Will and […]

Life Lessons Retirees say they are considerably less concerned than pre-retirees about their money lasting throughout retirement, but worry more about the financial and lifestyle implications of declining health, according […]

Tale of Two Cities Connecticut has had its share of economic challenges in recent years, including a slow but steady outmigration of residents. Many might not be aware, however, of […]

Take Caution with Section 199A By Kristina Drzal Houghton, CPA, MST On Dec. 22, 2017, the Tax Cuts and Jobs Act was signed into law, bringing the biggest changes to […]


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Upping the Ante By Kristina Drzal Houghton, CPA, MST It’s June. This is generally not the time to be thinking about taxes. In reality, though, businesses and individuals should always […]


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The Fraud Triangle By Julie Quink, CPA As a culture, we generally believe that people are honest and are trustworthy. Failures like Enron and WorldCom, whose combined fraud losses totaled […]