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Courtney, Fink & Forbes, LLP


Courtney, Fink & Forbes, LLP comprehensive array of services is designed to help you manage your finances and support important financial decisions that are sure to occur during many different stages of your life at any time of the year, a change in the makeup of your family, growth in your business, major expenses and changes in your tax status, college tuition, estate planning and many more. These events call for careful and qualified planning. Knowing what your options are managing change before it manages you. They believe that in today's professional environment, one person cannot provide all of the specialized service you may need.
 
At Courtney, Fink & Forbes they work as a team to apply a ample range of talents and areas of specialization to the needs of their clients, making sure they get the most complete and highest quality service. Client relationships are important and they feel that their clients should feel calm and secure and enjoy a fulfilling business relationship with their firm. As members of the American Institute of Certified Public Accountants and the Connecticut Society of Certified Public Accountants, they maintain and exceed continuing education requirements of the Associations.
 
Estate Planning and Administration as the value of your estate grows over your lifetime, you and your family can benefit significantly from careful planning for estate tax consequences in the event of your death. Your estate, which would include your principal residence, investments, retirement accounts and business interests, can be depleted as much as 55 percent by taxation unless the appropriate plans are structured beforehand. Estate planning is one of their key areas of expertise. They can ensure that the maximum assets are left to your heirs and beneficiaries. The administration of your estate is just as important as the planning. They work with attorneys and executors in determining the proper value of your estate and the preparation of federal and state estate tax returns and probate accounting while looking for every deduction possible to help reduce your overall estate tax.
 
Courtney, Fink & Forbes has worked extensively on behalf of numerous clients in these capacities, working with attorneys and insurance companies to determine the proper business value for various specific circumstances.
 
   
 

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