Main Office: 716.633.1373 | Lockport: 716.438.2190

Main Office: 716.633.1373 | Lockport: 716.438.2190

Blog

Category: Financial 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

September 3, 2024

Personal Financial Statements: Nuts & Bolts

As featured in our previous newsletter: “Understanding and Evaluating your Personal Financial Statements,” we…

Accounting, Financial Planning, Financial Statements, 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

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