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Whittlesey’s Lisa Wills Named One of CTCPA’s Distinguished Women Award
Whittlesey partner Lisa Wills was named one of Connecticut Society of CPAs (CTCPA) Distinguished Women. The award recognizes the many contributions CPA women are making in the state.

Location: /news-events/whittlesey-s-lisa-wills-named-one-of-ctcpa-s-distinguished-women-award/

Individual Tax Planning
From trust and estate planning to multi-state tax compliance, our tax services focus on strategic solutions to preserve your wealth and secure your future.

Location: /services/tax/individual-tax-planning/

Why Every Business Needs an Incident Response Plan
Discover why every business needs an Incident Response Plan. Learn how a proactive cybersecurity strategy can minimize damage, reduce legal exposure, and protect your company’s data, reputation, and operations from costly breaches.

Location: /learning/insights/why-every-business-needs-an-incident-response-plan/

Board Review of Form 990: Why It Matters for Nonprofits
Board review of Form 990 strengthens compliance, builds donor trust, and showcases impact. Learn why it’s essential for nonprofit transparency and funding.

Location: /learning/insights/board-review-of-form-990-why-it-matters-for-nonprofits/

Employee vs Independent Contractor: A Complete Guide for Businesses
Learn how to properly classify workers as employees or independent contractors. Avoid IRS penalties, lawsuits, and misclassification risks.

Location: /learning/insights/employee-vs-independent-contractor-a-complete-guide-for-businesses/

What To Do If My Nonprofit Receives an IRS Audit Letter?
Is your nonprofit prepared to handle an IRS audit letter? For example, do you know the difference between a field and a correspondence audit? Get the facts.

Location: /learning/insights/what-to-do-if-my-nonprofit-receives-an-irs-audit-letter/

Tax Guide for Valuing Donated Property
Nonprofits often struggle with valuing noncash and in-kind donations. Whittlesey's tax guide can help.

Location: /learning/insights/tax-guide-for-valuing-donated-property/

Deciding Whether A Merger Or Acquisition Is The Right Move
Is a merger or acquisition the right move for your company? Find out.

Location: /learning/insights/deciding-whether-a-merger-or-acquisition-is-the-right-move/

How A CFO Could Benefit Your Nonprofit
Learn how a CFO could help benefit your nonprofit.

Location: /learning/insights/how-a-cfo-could-benefit-your-nonprofit/

When Nonprofits Need to Register in Multiple States
Many not-for-profit organizations use fundraising methods that cross state boundaries. If your nonprofit is one of them, it may need to register in multiple jurisdictions

Location: /learning/insights/when-nonprofits-need-to-register-in-multiple-states/

The Complete Guide to Business Succession Planning: Strategies, Tax Implications, and Best Practices
Discover the complete guide to business succession planning. Learn strategies to ensure smooth ownership transitions, minimize tax liabilities, protect key employees, and secure your company’s future.

Location: /learning/insights/the-complete-guide-to-business-succession-planning-strategies-tax-implications-and-best-practices/

Does Your Nonprofit Owe Tax on Its Sponsorships and Advertising?
Distinctions between taxable advertising and nontaxable sponsorships can be nuanced. Before seeking new income sources, figure out if they’re potentially subject to unrelated business income tax.

Location: /learning/insights/does-your-nonprofit-owe-tax-on-its-sponsorships-and-advertising/

Nonprofits: Limit Disaster Damage with a Plan – Why Every Nonprofit Needs a Disaster Plan
Learn why disaster preparedness is essential for nonprofits and how a proactive plan can reduce risks, protect resources, and ensure long-term resilience.

Location: /learning/insights/nonprofits-limit-disaster-damage-with-a-plan-why-every-nonprofit-needs-a-disaster-plan/

Contractor Financial Statements: Where Sureties and Bonding Agents Focus
Here are some of the areas that sureties and bonding agents are focusing on for your financial statements and how Whittlesey can help.

Location: /learning/insights/contractor-financial-statements-where-sureties-and-bonding-agents-focus/

Your Complete Guide to Building a Cybersecurity Program
If you're looking for your complete guide to building a cybersecurity program, we can help you out. Learn more about what you should know today.

Location: /learning/insights/your-complete-guide-to-building-a-cybersecurity-program/

New Haven Biz Announces New Whittlesey Director
New Haven Biz has shared the news of Greg LaCasse's promotion to Director.

Location: /news-events/new-haven-biz-announces-new-whittlesey-director/

How to Assess Your Organization's Fraud Risks
In today’s uncertain marketplace, it’s important to look at fraud risks from a fresh perspective. Here’s how auditors are doubling down in their efforts to accurately assess emerging and increased fraud risks during the pandemic.

Location: /learning/insights/how-to-assess-your-organizations-fraud-risks/

Director John Trusler Speaks to the Hartford Business Journal on Pandemic-Fueled Physician Consolidation Trend
Whittlesey's Director John Trusler speaks to the Hartford Business Journal on Connecticut's pandemic-fueled physician consolidation trend.

Location: /news-events/director-john-trusler-speaks-to-the-hartford-business-journal-on-pandemic-fueled-physician-consolidation-trend/

Managing Partner and CEO Drew Andrews Is Named on HBJ's Power 50 List
Drew Andrews, the Managing Partner and CEO at Whittlesey is named on the Hartford Business Journal's Power 50 list.

Location: /news-events/managing-partner-and-ceo-drew-andrews-is-named-on-hbjs-power-50-list/

Hartford Business Journal Publishes Whittlesey's Impact In the Local Community
Doing the right thing is in Whittlesey's DNA. In an article published by the Hartford Business Journal, managing partner and CEO Drew Andrews and partners Mark Torello, Kimberly Napp, CPA, and Brian Kerrigan share how this mentality has benefited the local community.

Location: /news-events/hartford-business-journal-publishes-whittleseys-impact-in-the-local-community/