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Main Office: 716.633.1373 | Lockport: 716.438.2190

Blog

Category: Financial Planning

December 17, 2024

Webinar Rewind: Tax & Financial Planning Tips Countdown to 2025

Tronconi Segarra & Associates Tax Partner Lisa Mrkall, CPA/PFS and Tax Supervising Senior Kevin…

Financial Planning, General Business, Latest Blog, Small Business, Tax Planning, Webinars

December 11, 2024

2024 Final RMD Regulations*

*Part of our Quarterly Newsletter Feature – “Personal Financial Planning with Lisa Mrkall” During…

Financial Planning, General Business, Required Minimum Distribution (RMD), Retirement, Small Business

September 3, 2024

Estate Planning and Preparing for 2026 Changes

When most people hear the words “estate planning,” they typically tune out the information…

Estate Planning, Financial Planning, Personal Financial Planning

September 3, 2024

Personal Financial Statements: Nuts & Bolts

As featured in our previous newsletter: “Understanding and Evaluating your Personal Financial Statements,” we…

Accounting, Financial Planning, Financial Statements, Personal Financial Planning

September 3, 2024

Personal Financial Planning Services

By Lisa A. Mrkall, CPA, MBA, Partner We have the distinct privilege of touching…

Financial Planning, Personal Financial Planning, Small Business

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

May 31, 2024

Handling Matters After the Death of a Family Member or Loved One

As your trusted advisor, your CPA at Tronconi Segarra & Associates is by your…

Estate Planning, Financial Matters After the Death of a Loved One, Financial Planning, Personal Financial Planning