Business & legal tax planning

Structures to streamline your tax burden.

Effective tax planning isn’t something you should suddenly think about at your fiscal year-end. A business needs to establish a solid tax-mitigation foundation from the outset. At Essex, we help business owners and managers with innovative strategies for reducing a wide variety of taxes.

We work with your attorney and accountant to advise on the proper structure of your business to help minimize taxes and liability. This may involve the utilization of alternative business structures such as family limited liability companies, Subchapter S corporations, C corporations, and family limited partnerships. Our work with hybrid solutions may also include such vehicles as tax-efficient mutual funds, municipal bonds and tax-loss harvesting.

Contact

860-767-4300

Highlights

Farmington Bank forms agreement with Essex Financial Services

Essex Financial Services enters into an agreement with Farmington Bank to provide investment and wealth management services to its customers.
Read the Press Release

John W. Rafal earns top honor in Connecticut

Named as State of Connecticut’s #1 independent Financial Advisor for 2010.

Madison office now open

Essex is pleased to announce our newest location in Madison