Strategic financial solutions for businesses, fostering growth and compliance:
Personalized tax strategies for high-net-worth individuals:
Skilled attestation and compliance for employee benefit plans:
Comprehensive trusts planning and reporting:
Tailored financial services to nonprofit missions:
Lawrence A. Sax, CPA, is a client services and estates and trusts partner at BHCB. His principal areas of practice include estates, gifts, and trusts, as well as taxation. Lawrence has served on the Board of Governors of the CTCPA, chairing the MAP Trust Estate and Gift Tax, and has participated in the Bylaws and Professional Ethics Committees of the CTCPA. In the community, Lawrence has served as president of the Abraham Lodge #89 B’nai B’rith, as master secretary and treasurer of the Temple Lodge #127 AF & AM, and as district deputy of the Grand Lodge of Masons of the State of Connecticut. He is also a life member of the Mosaic Senior Living Men’s Club.
If you like what you’ve seen so far, we’d love to hear from you! Reach out to us today and discover how we can work together to achieve your financial goals. Our team is excited to connect with you and provide the exceptional service and expertise that sets BHCB apart.
234 Church Street New Haven, CT 06510
Phone: 203-787-6527
Fax: 203-776-8745
1 Post Road Fairfield, CT 06824
Phone: 203-333-2228
Fax: 203-333-3520