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Main Office: 716.633.1373 | Lockport: 716.438.2190

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Category: Tax 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

March 7, 2024

Expanded Tax Credits for Some Energy Efficiency Home Improvements

The Inflation Reduction Act of 2022 extended and expanded many energy tax incentives. This…

Energy Credits, General Business, Inflation Reduction Act, Small Business, Tax, Tax Credits, Tax Planning

December 27, 2023

Tax-Advantaged 529 Plans

One of the most popular tax-advantaged plans available is a 529 savings plan designed…

529 Plans, Tax Planning

December 27, 2023

Year-End Tax Planning Considerations

As we approach the end of 2023, it would be a good time to…

Required Minimum Distribution (RMD), Small Business, Tax Planning, Year End Planning