Category: Retirement

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

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

July 6, 2022

Retirement Plan Options #2

As we have reached the midway point of the year, it is a great…

General Business, Human Resources, Retirement, Small Business

July 5, 2022

IRS Begins Pilot Program for Qualified Retirement Plan Examinations

In an effort to reduce taxpayer burden as well as time spent by the…

Articles, General Business, News, Retirement

February 11, 2022

Business Succession Planning – Steps to Selling Your Business #2

Jim Segarra, Managing Partner of Tronconi Segarra & Associates LLP and Jamie Batt, Partner…

COVID-19, General Business, News, Retirement, Succession planning, Webinars

January 7, 2022

Tools, Tips and Tidbits for 2022 #2

By Jenny Willis, Supervising Senior Accountant Tax Year 2022 Key Amounts Standard Deduction –…

Accounting, General Business, Human Resources, News, Retirement, Small Business, Tax

October 26, 2021

Maximizing the Value of Your Business #2

By Molly Booi, CPA, Senior Accountant, Tronconi Segarra & Associates LLP Have you ever…

A&A, General Business, News, Retirement, Succession planning, Transaction Advisory Services

February 18, 2021

The SECURE Act and Retirement Considerations

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was signed…

IRAs, Retirement, SECURE Act, Tax

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