Federal and state legislation is bringing many changes to the regulations surrounding employee benefit plans. In order to best serve their plan participants, benefit plan administrators and human resources professionals need to stay up-to-date on how these changes may affect their plans. Tronconi Segarra & Associates has prepared this Employee Benefit Plan Update designed to […]
On June 6, 2024, The U.S. Supreme Court, in a unanimous decision, held that life insurance proceeds received by a corporation to fund a shareholder redemption agreement increased the corporation’s value for estate tax purposes. Since December 2023, estate planning professionals have been closely monitoring the Supreme Court’s June 6, 2024 decision in Connelly v. […]
If you missed our live webinar from May 9, 2023, you can listen to it and view the slides at your convenience on our YouTube channel. Partners Mark Ferm, CPA, and Al Marotto, CPA/ABV, discuss key areas to consider during due diligence that can assist in establishing a businesses’ purchase price during a transaction.