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.




Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016