Lisa Mrkall | Tronconi Segarra & Associates

December 17, 2024

Webinar Rewind: Tax & Financial Planning Tips Countdown to 2025

Tronconi Segarra & Associates Tax Partner Lisa Mrkall, CPA/PFS and Tax Supervising Senior Kevin…

Financial Planning, General Business, Latest Blog, Small Business, Tax Planning, Webinars

December 11, 2024

2024 Final RMD Regulations*

*Part of our Quarterly Newsletter Feature – “Personal Financial Planning with Lisa Mrkall” During…

Financial Planning, General Business, Required Minimum Distribution (RMD), Retirement, Small Business

December 11, 2024

ACA Update

Tronconi Segarra & Associates’ Affordable Care Act Compliance Team is once again ready and…

Affordable Care Act, General Business, Human Resources, Small Business

September 3, 2024

Estate Planning and Preparing for 2026 Changes

When most people hear the words “estate planning,” they typically tune out the information…

Estate Planning, Financial Planning, Personal Financial Planning

September 3, 2024

Personal Financial Planning Services

By Lisa A. Mrkall, CPA, MBA, Partner We have the distinct privilege of touching…

Financial Planning, Personal Financial Planning, Small Business

August 16, 2024

Webinar Rewind: Estate Planning – Not Just for the Wealthy

Estate planning – the generational transfer of wealth – can be an important financial…

Estate Planning, Latest Blog, Personal Financial Planning, Retirement, Tax Planning, Trusts, Webinars

May 31, 2024

Handling Matters After the Death of a Family Member or Loved One

As your trusted advisor, your CPA at Tronconi Segarra & Associates is by your…

Estate Planning, Financial Matters After the Death of a Loved One, Financial Planning, Personal Financial Planning

March 7, 2024

When Would I Receive an IRS Form 1099-R?

Form 1099-R is an IRS tax document that a retirement plan must distribute when…

1099-R, IRS, Retirement, Tax

March 7, 2024

2024 Financial Planning Tips & Trends

As we reflect back on 2023, there was no shortage of news and scenarios…

529 Plans, Charitable Contributions, College Financial Aid, Personal Financial Planning, Required Minimum Distribution (RMD), Secure Act 2.0, Small Business, Tax Planning

December 28, 2023

Updates: Affordable Care Act Reporting & Employee Affordability

As 2023 comes to a close, the ACA Compliance Team at Tronconi Segarra &…

ACA, Affordable Care Act, Compliance, General Business, Small Business

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Blog Author: Lisa Mrkall