Estate planning – the generational transfer of wealth – can be an important financial planning tool for people regardless of the size of their estate. In this recorded webinar, Lisa Mrkall, CPA, MBA, Partner, and Adam Ohar, CPA/ABV, Principal, discuss important estate planning documents such as wills, financial power of attorney, advance health care directive, […]
As your trusted advisor, your CPA at Tronconi Segarra & Associates is by your side during the many chapters of your life. We support our clients through times of prosperity and expansion in their businesses and personal lives, as well as during times of hardship, challenges and change. One such time is when a family […]
Form 1099-R is an IRS tax document that a retirement plan must distribute when there is a taxable event on a participant’s account. The form reports information to the federal government regarding retirement benefits paid and amounts withheld for income tax. If a taxable event occurred within your retirement plan for 2023, you will be […]
As we reflect back on 2023, there was no shortage of news and scenarios related to the U.S. economy and personal finance. Interest rates, inflation, housing prices and a turbulent political landscape were among the many issues important and relevant to taxpayers. Tax season once again warrants the gathering of records and important statements in […]
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