Closing Your Business? A Checklist of Activities to Consider

Winding down a business often takes several months or longer depending on the size of the business and the nature of the closure. While not intended to be all inclusive, as every business is different, the following is a list of general items to be considered. As always, the appropriate professional advisors should be consulted. […]

Webinar Rewind: The Impact of Diligence on Valuation

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.  

Webinar: Reducing Costs Through Captive Insurance Arrangements

Join our captive insurance expert, Mike Baritot, MST, Of Counsel, to learn the various ways a business can reduce their insurance costs and develop alternative revenue streams through captive insurance. In this live webinar, Mike will focus on how the IRS’s positions on captive arrangements have evolved over the years in favor of taxpayers as […]

New! May 2023 Small Business Newsletter

Click here to read/download our May 2023 Small Business Newsletter full of important and timely information for all small businesses. Contact Tronconi Segarra & Associates if you have any questions about the articles in our newsletter or have an interest in talking with us about the services we offer. We can be reached at 716.633.1373 […]

Webinar Rewind: Impact of Diligence on Valuation

If you missed our live webinar on the “Impact of Diligence on Valuation,” you can watch it here on our YouTube Channel and download the slides here. It’s another opportunity to see our transaction and valuation experts respectively, Mark Ferm and Al Marotto, discuss the key factors they use when valuing a business and the […]

In-Person Breakfast Seminar – M&A Best Practices

Register Now – Breakfast Seminar: Mergers & Acquisitions: Best Practices From a Finance, Tax, People and Process Perspective When: Tuesday, May 23, 2023 from 8:30 a.m. to 10 a.m. Where: Hyatt Place Buffalo, 5020 Main Street, Amherst, NY, 14226 (Click here for map.) Buying, selling and merging businesses is a complicated endeavor with a number […]

2023 Webinar – Cost Segregation Studies & Related Tax Benefits

If you are purchasing or renovating an existing building, or constructing a new building, a cost segregation study may help you maximize any available tax benefits related to those activities. In our upcoming lunch-hour webinar on June 6, 2023, our cost segregation study expert, John Callahan, CPA, Tax Partner, along with Mike Zeoli, Jr., CPA, […]

Webinar Rewind: Best Practices for Sales & Use Tax Compliance

If you missed the live webinar on April 27th, you can listen and watch our recorded webinar on “Best Practices for Sales & Use Tax Compliance” here, our YouTube channel, presented by two of our sales & use tax experts, Tom Mazurek, CPA, Partner, and Gerad Levey, Senior Analyst. Tom and Gerad will discuss how […]

Missed Our Cybersecurity Webinar? Access the Recording Here.

When buying or selling a business, cybersecurity policies and practices can play an important role in making in the buying or selling process. Our expert panel in this webinar discusses key matters that should be on your radar to assist in evaluating either a purchase or sale of a company. Our expert panel members: Mark […]

Recorded Webinar: The Benefits of Voluntary Disclosure for SALT

If you missed our live webinar on The Benefits of Voluntary Disclosure for State and Local Taxes, you can watch it now on your YouTube channel here and download two important documents that were discussed during the webinar, the Wayfair Update Overview and the Wayfair Update Chart. Summary of the webinar: Businesses sell products or […]