When most people hear the words “estate planning,” they typically tune out the information that follows, assuming this process applies only to the ultra-wealthy. Contrary to common thinking, the benefits of estate planning are not at all exclusive to this group. Most, if not all individuals and married couples should consider estate planning in a […]
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, […]
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. […]
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 […]