Charlie Smith, CPA

Charlie Smith, CPA Owner/Partner at The Innovative CPA Group, LLC Real Estate Owner/Developer/Investor

11/27/2024

Managing a living trust comes with important responsibilities, including timely distributions and strategic tax planning. Learn how trustees can minimize tax liabilities and make informed decisions to protect trust assets.

Read the full article here: https://hubs.li/Q02ZH1hg0

11/14/2024

The 2025 expiration of the Tax Cuts and Jobs Act could bring higher taxes and reduced deductions for individuals and businesses. Stay informed and ready for what’s ahead!

Read the full article here: https://hubs.li/Q02YcF9V0

11/12/2024

The Innovative CPA Group is proud to honor the brave men and women who have served our country, recognizing their unwavering dedication, sacrifice, and commitment to protecting our freedoms and ensuring our safety.

Thank you for your service! 🇺🇸

11/07/2024

Optimize your 401(k) savings and learn how to maximize employer-matching contributions for a stronger financial future. 💵

Read the full article here: https://hubs.li/Q02X7Bfb0

11/05/2024

Traditional vs. Roth IRA: Which is right for you? Our CPAs can help you weigh the pros and cons of their tax benefits to make the best choice for your future! Contact us today to get started on securing your financial well-being!

Read the full article here: https://hubs.li/Q02WqPLz0

10/03/2024

Attention Social media influencers! Are you prepared for tax season? 🧾 Learn how to manage your income, track expenses, and avoid surprises with smart tax strategies tailored to your business.

Read the full article here: https://hubs.li/Q02RS-Tb0

10/01/2024

Big news for nonprofits!
Starting October 1, 2024, the Single Audit threshold increases to $1,000,000. This means many organizations receiving less than $1 million in government grants will no longer be required to undergo a costly Single Audit*.
At ICG, we are here to help your organization transition to an affordable basic audit. Let us guide you through these changes and ensure compliance with the new regulations. Reach out to us today to learn more!

* The Innovative CPA Group does not provide Single Audits.

09/30/2024

Ted Lanzaro, CPA and Managing Director of Real Estate at The Innovative CPA Group, shares his expert insights in the latest edition of Westfair Business Journal's Commercial Real Estate Partner Insights. In this article, Ted discusses the game-changing benefits of implementing year-round tax planning strategies for real estate professionals.

Read the full article below!

09/25/2024

Rolling over your IRA can be tricky—avoid costly mistakes like missing the 60-day deadline and exceeding the limits on multiple rollovers allowed in a year. Stay informed and protect your savings!💡

Visit the link to read the full article: https://hubs.li/Q02R4rmH0

I’m incredibly proud of Lauren and all of her accomplishments. Congratulations to the inspiring women honored that eveni...
09/23/2024

I’m incredibly proud of Lauren and all of her accomplishments. Congratulations to the inspiring women honored that evening!

The Innovative CPA Group has added a new service, forensic accounting, with a dedicated team ready to assist.
09/17/2024

The Innovative CPA Group has added a new service, forensic accounting, with a dedicated team ready to assist.

09/12/2024

If you're a real estate investor you won't want to miss this. Next Wednesday, Ted will be sharing insightful tips for real estate investors and syndicators to save tax dollars in 2024.

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1 Enterprise Drive
Shelton, CT
06484

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+12034890614

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