Lisa Mrkall | Tronconi Segarra & Associates

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

August 21, 2023

Update on Student Loan Forgiveness & COVID-19 Student Loan Pause #2

Since our last update on student loan forgiveness in late 2022, there have been…

COVID-19, Student Loans

June 8, 2023

What To Do If You Are A Victim Of Tax-Related Identity Theft #2

Tax-related identity theft is a type of identity theft that revolves around the fraudulent…

Identity Theft, IRS, Tax

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Blog Author: Lisa Mrkall