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Main Office: 716.633.1373 | Lockport: 716.438.2190

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Category: Estate Planning

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

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

July 25, 2024

SCOTUS: Life Insurance Proceeds Increase Corp.’s Estate Tax Value

On June 6, 2024, The U.S. Supreme Court, in a unanimous decision, held that…

Estate Planning, Financial Matters After the Death of a Loved One, Financial Planning, General Business, IRS, Retirement, SCOTUS, Small Business, Tax Planning, Trusts

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 1, 2023

The SECURE Act 2.0 – Important Highlights to Know

The Consolidated Appropriations Act, 2023, which includes the SECURE Act, 2.0 was signed into…

401(k) and 403(b) Plans, Estate Planning, Required Minimum Distribution (RMD), Retirement, Secure Act 2.0, Small Business

December 6, 2022

Charitable Deductions: Use Low Interest Rates to Your Tax Advantage #2

Certain planning techniques involve the use of interest rates to value interests being transferred…

Charitable Contributions, Estate Planning, General Business, Retirement, Small Business, Trusts

September 14, 2022

Do You Want to Protect Your Assets? Then This Webinar Recording on Setting Up Trusts Is for You! #2

If you missed our “standing room only” webinar on setting up trusts as part…

Estate Planning, News, Retirement, Trusts