Main Office: 716.633.1373 | Lockport: 716.438.2190

Main Office: 716.633.1373 | Lockport: 716.438.2190

Blog

Blog Author: Lisa Mrkall

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

June 8, 2023

The Basics of an Emergency Fund

With many of the COVID-19 2020 & 2021 tax relief provisions expiring, many taxpayers…

Emergency Savings Fund, Valuations