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Professional Resource

Here are professionals that serve as a resource for advisors and clients on tax and legal issues:

Attorney Brendan F. Daly

Attorney Brendan F. Daly

Brendan F. Daly is the managing partner of Czepiga Daly Pope & Perri, where he practices in the areas of elder law, estate and disability planning and estate administration. Brendan has received the designation of Certified Elder Law Attorney (CELA), a certification awarded by the National Elder Law Foundation, This certification in Elder Law provides a measure of assurance to the public that the attorney has an in-depth working knowledge of the legal issues that impact the elderly.

Contact Information:

15 Massirio Drive

Berlin, CT 06037

CHRISTOPHER A. SICA, ESQ.

CHRISTOPHER A. SICA, ESQ.

Attorney Sica focuses his practice on protecting the rights of those who are injured. This includes personal injury, wrongful death, workers’ compensation and malpractice cases. He has tried numerous cases to verdict, securing victories for his clients. He also handles estate planning matters with individuals and families to protect his clients’ needs, wishes and wealth.

ATTORNEY

ALYSON ALEMAN

ATTORNEY ALYSON ALEMAN.

Attorney Alyson Aleman an elder law attorney in Putnam, CT where she offers legal services that tailors to the senior population and their unique needs, including: powers of attorney, living wills, lifetime planning, and family issues.

ATTORNEY

STEPHEN O. ALLAIRE

ATTORNEY STEPHEN O. ALLAIRE
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ATTORNEY Stephen O. Allaire is the manager of the law firm Allaire Elder Law, LLC in Bristol, where he practices elderly law and elder care. Attorney Allaire Deals with Medicaid law, Veterans benefits, trust and estate planning and administration, home and asset protection, Medicaid applications and appeals and special needs trusts for those with disabilities.

ATTORNEY

GEORGE P. GUERTIN

ATTORNEY GEORGE P. GUERTIN
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Attorney Guertin is the senior partner at Guertin and Guertin, LLC, a law firm dedicated to Estate Planning, Elder Law, and Probate Administration in North Haven, Connecticut. He is a member of the National Academy of Elder Law Attorneys and the Connecticut Bar Association’s Estate and Probate Section. Attorney Guertin is also a charter member of the CBA’s Elder Law Section.

ATTORNEY

MARCIA L. HESS

ATTORNEY MARCIA L. HESS
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Attorney As the co-founder of Kraner & Hess LLC in Avon, Marcia L. Hess has devoted her entire legal career to working with seniors and their families. Since 1999 she has practiced as an Elder Law attorney, focusing on estate planning, long-term-care planning and advocacy, probate issues, special needs trusts, and real estate.

ATTORNEY

JOAN REED WILSON, ESQ., MANAGING PARTNER

ATTORNEY JOAN REED WILSON, ESQ., MANAGING PARTNER
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Attorney Attorney Joan Reed Wilson, a member of the National Academy of Elder Law Attorneys and accredited with the VA, is the managing partner of RWC, LLC, Attorneys and Counselors at Law. RWC represents individuals and families in the areas of estate planning, elder law, Medicaid/Title 19, wills, trusts, real estate, and probate. RWC has offices in Clinton, Middletown and North Haven and prides itself on its ability to provide experienced legal services with compassion and understanding.

DEAN ANATRA, CPA

DEAN ANATRA, CPA
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Certified public accountant Dean Anatra has over 27 years’ diverse accounting experiences, Dean Anatra, CPA, LLC specialize in individual tax needs including proactive planning and tax return preparation, as well as assist in responding to IRS notices and audits, sales tax service, business startup services, and the list continues.

MICHAEL BERRYMAN, CPA

MICHAEL BERRYMAN, CPA

Michael Berryman is a CPA located in East Hampton, CT. Mr. Berryman, can help you with tax preparation, tax planning, bookkeeping, accounting services, estate and trust taxes, and much more.

BRYAN J RICCI, CPA, CFP ®

BRYAN J RICCI, CPA, CFP ®
Bryan-Ricci

Bryan J Ricci CPA CFP ®, from Ricci & CO CPAs and Consultants, has over 30 years of experience and views every client relationship like a partnership. He is committed to servicing you and your financial needs with diligence and integrity. Ricci & CO CPAs provides a variety of services including; Financial planning, Income tax preparation for individuals and businesses, IRS and State audit representation, payroll reporting and so on.

Jeffrey D. Noll College Planning Specialist

Jeffrey D. Noll College Planning Specialist
Bryan-Ricci

College Planning Specialist Jeffrey Noll has over 15 years experience in the field of higher education. His firm, College Planning USA helps families find the best college for their students, based on academic, social & financial fit. Knowing how stressful planning for, and paying for college can be, their process has developed into a program used by Corporate America to help lower the stress for their employees. Their college planning platform can be found in corporate Financial Wellness programs, and as part of one of the largest national Employee Assistance Programs (EAP).

Students working with College Planning USA have received more than $140,000,000 in scholarships and grants on an annual basis. This has helped families lower their out of pocket expenses, and avoid significant college related debt. On the college debt issue, College Planning USA also has different options available to help families struggling with this burden. They can help lower monthly payments, and have some or all debt forgiven.

Real-estate Agent - David Sweeney

Real-estate Agent - David Sweeney

David Sweeney is a full-service real estate broker with over 20 years of experience. He specializes in investment real estate, buy and hold, flipping, commercial properties. He is licensed in 12 states and has closed over 10,000 transactions. He has been awarded the highest award for sales 9 years in a row.

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David M. Sweeney SFR, CRS, ABR|Broker of Record

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Licenses:

Delaware, License # RB-0020070, Maine, License # BR921361, Maryland, License # 658532 Massachusetts, License #151535, New Jersey, License # 0120759, New York, License # 10311205301 Pennsylvania, License # RM422060, Rhode Island, License # REB.0018596, Washington DC, License # PB98376606, West Virginia, License # WVB190300552 Virginia, License # 0225243285

991 US Hwy 22, Ste 200

Bridgewater, NJ 08807

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