News: Finance

Bregman of Bregman & Co. joins Essex Financial as investment advisor representative

Owen Bregman

Essex, CT According to Essex Financial, Owen Bregman, CPA, has joined the firm as an investment advisor representative. He is the managing partner of Bregman & Company P.C. with offices in Stamford and Avon.

Bregman has over 40 years of experience in public accounting and over 20 years of experience as an investment advisor representative. His firm provides audit, tax, and business advisory services. He works with a diverse mix of small & medium size businesses, high income & high net worth individuals, as well as estates & trusts. Bregman received his B.B.A. degree from George Washington University in Washington, D.C.

He grew up in Stamford and lives with his family in Westport. He is active in charitable organizations in Fairfield County.

“Owen brings a vast amount of knowledge and experience in public accounting that will be a great benefit to the firm. He has built a world class accounting practice and we are so happy to have the opportunity to work with him and his clients,” stated Chuck Cumello, President and CEO of Essex Financial.

“I am very pleased to be affiliated with Essex Financial” said Bregman. “In my role as a fiduciary, my duty is to place clients’ interests first. Essex Financial is similarly committed to the fiduciary standard of delivering unbiased, comprehensive wealth planning.”

Tags: Finance
MORE FROM Finance

Kozlowski of Newmark Capital Markets secures $115.6 million financing for two properties in CT

East Lyme, CT Newmark has arranged $115.6 million in financing on behalf of the sponsor to refinance The Cove at Gateway Commons and Sound at Gateway Commons. Newmark Capital Markets Strategies managing director Avi Kozlowski secured the financing through Freddie Mac.
READ ON THE GO
DIGITAL EDITIONS
Subscribe
Columns and Thought Leadership
Massachusetts real estate transfers  over $1 million face new tax rules as of November 1st - by Daniel Meyer

Massachusetts real estate transfers over $1 million face new tax rules as of November 1st - by Daniel Meyer

Attention to owners of real estate in the Commonwealth (and the title companies and other professionals who advise them), the Massachusetts Department of Revenue (the “DOR”) recently adopted a new “millionaire’s tax” via 830 CMR 62B.2.4
Are appraisers on the same page as the assessor? - by Richard Seman

Are appraisers on the same page as the assessor? - by Richard Seman

The purpose of this article is to address problematic or confusing issues which may help assessors and appraisers to better understand how to value real estate for tax assessment purposes.
The focus on price per s/f compared to the  comparable sales used in the appraisal report - by Dennis Chanski

The focus on price per s/f compared to the comparable sales used in the appraisal report - by Dennis Chanski

Over the past several weeks, I have completed appraisal assignments for private clients. Interestingly, after submitting these appraisals, I received several phone calls – not to question the value, content, or any incorrect information, but rather to discuss the price per s/f compared to the comparable sales used in the report.
Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick

Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick

Our current, highly competitive real estate market poses specific challenges for investors who are considering taking advantage of a tax-deferred 1031 exchange. In this market, investors will have no problem selling their current property if priced properly, but they may find it difficult to find a suitable replacement property