Main Office: 716.633.1373 | Lockport: 716.438.2190

Main Office: 716.633.1373 | Lockport: 716.438.2190

Blog

Category: Personal 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

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

May 31, 2024

Understanding & Evaluating Your Personal Financial Statements

We often think of financial statements in the context of the business world where…

Financial Statements, Personal Financial Planning

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