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Yearly Archives: 2021

  • Home
  • 2021
Now Announcing: <br>My Accountant Rebrands to Aquilance

Now Announcing:
My Accountant Rebrands to Aquilance

  • December 1, 2021
  • Articles , Featured (Insights) , Financial Advisors , Investments , Personal Budgeting

At My Accountant, we have been a leading provider of financial and administrative services for high-net-worth families, individuals, and family offices. Today, we are proud…

Tax Basis of a Principal Residence: Documentation can Save Tax Dollars

Tax Basis of a Principal Residence: Documentation can Save Tax Dollars

  • November 23, 2021
  • Estate Planning , Featured (Insights) , Tax Planning , White Papers
Webinar: Property & Casualty Insurance

Webinar: Property & Casualty Insurance

  • September 30, 2021
  • Featured (Insights) , Insurance , Webinars

Together, along our own CEO Ken Eyler, Joe & Jay discuss best practices from a Property & Casualty perspective.

Webinar: A Discussion in Cyber & Physical Security

Webinar: A Discussion in Cyber & Physical Security

  • July 22, 2021
  • Security & Privacy , Webinars

An expert in security speaks to such topics as safeguarding you and your family from cyber-crime, scams, and more.

Property and Casualty Insurance: A Case Study

Property and Casualty Insurance: A Case Study

  • November 23, 2021
  • Insurance , White Papers
Crummey Powers, Crummey Letters, and Properly Funding Life Insurance Trusts

Crummey Powers, Crummey Letters, and Properly Funding Life Insurance Trusts

  • November 23, 2021
  • Business , Family Wealth Management , Insurance , White Papers
Webinar: High Performers – Sustaining Success

Webinar: High Performers – Sustaining Success

  • May 27, 2021
  • Inspiration , Investments , Webinars

José speaks from the perspective of a high-profile client and how he has found success both on and off the field.

Webinar: Life Insurance as an Estate Planning Tool

Webinar: Life Insurance as an Estate Planning Tool

  • April 22, 2021
  • Estate Planning , Investments , Webinars

A roundtable discussion on how insurance can be utilized as a valuable asset for estate planning purposes.

Domestic Payroll: Independent Contractors Versus Employees

Domestic Payroll: Independent Contractors Versus Employees

  • November 23, 2021
  • Business , White Papers
Webinar: Income & Estate Tax Implications Under The Biden-Harris Administration

Webinar: Income & Estate Tax Implications Under The Biden-Harris Administration

  • January 30, 2021
  • Investments , Tax Planning , Webinars

A forward looking discussion on potential impacts and policies of the newly elected Biden-Harris administration.

Our Mission:
To enrich the quality of our clients’ lives by providing evolving financial administrative solutions to enduring problems, to eliminate the time spent on managing family finances and to empower effective decision making by delivering timely and accurate consolidated reports to families and their advisors.

Recent INSIGHTS

  • Top Estate Planning Mistakes Families Make — And How To Avoid Them
    Top Estate Planning Mistakes Families Make — And How To Avoid Them
    November 19, 2024
  • Advisors Holistic Planning Promises Going Unfulfilled, Aquilance CEO Says
    Advisors Holistic Planning Promises Going Unfulfilled, Aquilance CEO Says
    September 4, 2024
  • Future Plans for a Decades-old Service Provider
    Future Plans for a Decades-old Service Provider
    August 6, 2024

Contact Info

  • Headquarters:100 TECHNOLOGY DRIVE, SUITE 203 TRUMBULL, CT 06611
  • Phone:800-648-5369
  • Email:info@aquilance.com

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