Gain insights from our publications and learn about our firm's sponsored events.
We have released a compilation of peer financial information for New England credit unions for the year ended December 31, 2018. The data includes a number of key credit quality, performance, and capital adequacy ratios. Certain ratios considered important by our experts are then analyzed to determine financial performance and long-term viability of credit unions.
We have released a compilation of peer financial information for New England banks for the year ended December 31, 2018.The data includes a number of key credit quality, performance and capital adequacy ratios. We've also included simple averages for each state and comparable ratios for all FDIC-insured institutions in the $100 million to $1.0 billion and $1.0 billion to $10.0 billion range.
In a recent article published by Business West, Brenden Healy, a tax partner at Whittlesey, discusses tax-saving opportunities still available for the 2018 tax year.
Chris Wisneski, Manager, IT Security & Assurance Services of Whittlesey, discusses the importance of having a Cybersecurity Assessment. As cyber attacks and breaches continue to increase, it's critical that businesses be made aware of what their cyber risk is.
In this Whittlesey Minute Tax Parter, Brenden Healey, discusses retirement plans. He highlights the various options available to business owners and taxpayers to properly plan for their retirement. Things like a Simple IRA, SEP IRA, Solo 401k Plan, and Cash Balance Plans.
Whittlesey is helping nonprofits succeed with forward-thinking advice. When it comes time to purchase your nonprofit accounting software, here’s five things to avoid.
A sound strategic business plan is key to the success of a business. Here are 7 reasons why your business can benefit from a business plan.
True story: An employee clicked on an email from someone she knew. Shortly after, she had a brief computer glitch which required her to enter her username and password to get back in. Odd things have happened before, so she thought nothing of it.
A number of changes could impact banks, especially community banks, over the next few years. Larry Carboni and Mario Solari, partners in our Hartford office, discuss these upcoming changes and how to plan for them.
Camille Livsey, Whittlesey's manager of nonprofit consulting and a certified Abila Business Partner, advised CTCPA on the benefits and longevity of Abila MIP Fund Accounting™ to move their organization forward. Learn about how she enabled them to do more than crunch numbers.
Whittlesey tax partner Brenden Healy highlights the significant benefits of tax incentives for businesses. Is your business accessing the windfall that might be your right under tax law? Here are five tax incentives that businesses should be aware of.
Whittlesey is helping nonprofits succeed with forward-thinking advice, particularly around issues of mergers, acquisitions and succession planning. Learn how we helped InterCommunity succeed by merging with a like-minded organization.
Many small and medium-sized companies delay succession planning, but that can spell disaster for the business. Roger Sciascia discusses a few key reasons why businesses need a succession plan for their success.
Whittlesey tax partners highlight the significant changes made to both individual income and business taxes in the passing of the “Tax Cuts and Jobs Act” tax reform bill.
At Whittlesey, we believe in providing expert counsel and guidance. In this interview, our tax partner offers valuable tips for tax season.
Whittlesey banking professionals provide expert counsel on the impact of the Tax Reform Bill of 2017 on banks, specifically in regards to the significant change in the federal corporate tax rate.
Whittlesey has partnered with the Hartford Business Journal for our 2017 Cybersecurity Survey, which will evaluate the preparedness of regional businesses in regards to their security protections and plans.