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Category: Retirement

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

Webinar Rewind: A Different Way of Thinking About Exit Planning

Tronconi Segarra & Associates’ professionals Mark Ferm, CPA, and Patrick Sullivan, CPA, discuss the…

Buying/Selling a Business, Exit Planning, General Business, Latest Blog, Retirement, Small Business, Succession planning, Webinars

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 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

March 1, 2023

NYS Enhanced STAR Exemption #2

You may have recently received a notification letter, Form RP-425-MBE from the New York…

Living in NYS, New York State, Retirement, STAR Exemption/Enhanced STAR

February 6, 2023

New – Small Business Newsletter Winter 2023 Edition

Full of timely and practical information, our Winter 2023 Small Business Newsletter covers a…

General Business, News, Newsletters, Retirement, SECURE Act, 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