Whittlesey

We’re proud to share that Stacey A. Curran, CPA, Nicole Pelletier, CPA, and Erin Jose have been recognized in the 2025 #CTCPAWomen Awards! Stacey received the Distinguished Service Award, Nicole was honored as a Woman to Watch, and Erin earned the Aspiring CPA Award. These remarkable achievements highlight their leadership, dedication, and contributions to the profession and community. We look forward to celebrating them at the awards event on January 15, 2025, at TPC River Highlands. Congratulations to all!

Lisa Wills and Kimberly Napp, CPA attended the 8th Annual Nonprofit Stars Align Awards Breakfast, presented by Whittlesey during the Big Connect Business-to-Business Expo. This breakfast celebrates both nonprofit organizations and individuals who tirelessly work to enhance the Greater New Haven region. The event honors those who demonstrate exceptional business and community leadership, achieve outstanding results, and actively engage in making a lasting impact on the local community.

We’re live at the CT Community Nonprofit Alliance's Annual Nonprofit Conference today! Our team (Kimberly Napp, CPA, Katrina Olson, CPA, Lisa Wills) will be here all day, so stop by and say hello! With over 350 nonprofit clients served, we’re ready to provide insightful advice and guidance to help your organization thrive. Whether you have questions about compliance, funding strategies, or operational efficiencies, we’re here to help. #ANC24

Is co-sourced accounting the right choice for your business? This article highlights key signs that it might be time to consider co-sourcing your accounting functions. Discover how this approach could benefit your organization.

We had a fantastic time Friday at?InterCommunity's annual Light Up The Night event, supporting their mission to help everyone achieve their best health. Our team included?Edward Sullivan,?Nicholas Deets,?Lisa Wills, CPA,?Julianne Finnucan,?Robert Donohue, CPA,?Patrick Kelly, CPA, and?Chris Wisneski.

Whittlesey was a proud sponsor of Catholic Charities - Archdiocese of Hartford signature fundraising event, the Annual Hope & Health Breakfast featuring UConn Men’s Basketball Coach Dan Hurley as the keynote speaker, Dennis House as Master of Ceremonies, and Conor Geary as Auctioneer. The proceeds from this event will benefit programs designed to provide assistance and foster hope among people across Hartford, New Haven, and Litchfield counties. Whittlesey attendees included Drew Andrews, Edward Sullivan, Lisa Wills, CPA, Katrina Olson, CPA, Thomas Wood, CPA, Julianne Finnucan, Mike Kowalasky, Chris Wisneski, and Margie Craig.

Lisa Wills, CPA and Katrina Olson, CPA attended The Governor's Prevention Partnership’s 35th Anniversary Celebration last night. The organization is dedicated to building statewide capacity to prevent underage drinking and substance use while fostering strategic alliances to promote the overall well-being of Connecticut’s future workforce. It was a fantastic evening! We had a great time and enjoyed catching up with friends, including Lana Wentland, Mike Thurz, and Brian Berra from Accounting Resources Inc.

We’re excited to attend CT Community Nonprofit Alliance’s Annual Nonprofit Conference—the largest event dedicated to nonprofits in Connecticut! Stop by our booth and say hello on November 20th. We look forward to seeing you there!

Join us at the 2024 Connecticut Affordable Housing Conference hosted by Partnership for Strong Communities for a panel on Low-Income Housing Tax Credits. Gain insights on LIHTC deals to enhance your projects, including information on best deal structures, maximizing equity and incentives, understanding eligible basis, navigating agreements and compliance, and more. This session is essential for developers, owners, managers, and financial professionals in affordable housing. Speakers: ? Niko Yanouzas, Partner, Whittlesey (Moderator) ? Edward Engberg, CPA, Partner, Whittlesey (Speaker) ? Melissa Braun, CPA, Partner, Whittlesey (Speaker) ? Gregg Burton, Partner, Carmody (Speaker) ??: Tuesday, Nov 19, 2024 at 2:00 PM Register now: https://hubs.li/Q02YcbzH0

If you are a business owner, it is important to take full advantage of the tax deductions allowed for business travel, as they can help reduce your taxable income. Here's how: