September 3, 2024 Take the Leap into QuickBooks Ledger Introducing a new cost-effective solution that was designed for accountants by accountants for clients… Accounting, General Business, Intuit / QuickBooks, QuickBooks Online, 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