Category: Small Business

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

September 3, 2024

New NYS Commercial Security Tax Credit

New York State recently enacted a budget bill for the fiscal-year 2024- 2025 that…

General Business, New York State, Small Business, Tax Credits

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

QuickBooks Desktop Changes Coming

There are two upcoming dates that will affect many QuickBooks Desktop users. One is…

Accounting, General Business, Intuit / QuickBooks, QuickBooks Online, Small Business, Technology

May 31, 2024

Say “Hello” to a New Design for Estimates & Invoices in QBO

As of May 6, 2024, Intuit QuickBooks Online released a new layout for estimates…

Accounting, Intuit / QuickBooks, QuickBooks Online, Small Business

May 31, 2024

Coming Increase in Internal Revenue Service (IRS) Audits

The IRS Commissioner announced as part of its strategic plan, the intention to ramp…

Audits, General Business, IRS, Small Business, Tax

May 31, 2024

Webinar Rewind: Financial Efficiency With Outsourced Accounting

Are you a business owner struggling to find the time to keep up with…

Accounting, General Business, QuickBooks Online, Small Business, Technology, Webinars

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

May 29, 2024

Webinar Rewind: Destination U.S.A.

In this webinar, cross-border expert and Tronconi Segarra & Associates’ Tax Partner David Lever,…

Cross Border, General Business, Small Business, Tax, Webinars

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