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Main Office: 716.633.1373 | Lockport: 716.438.2190

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Category: Tax Planning

August 16, 2024

Webinar Rewind: Estate Planning – Not Just for the Wealthy

Estate planning – the generational transfer of wealth – can be an important financial…

Estate Planning, Latest Blog, Personal Financial Planning, Retirement, Tax Planning, Trusts, Webinars

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

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