Main Office: 716.633.1373  |  Lockport: 716.438.2190

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Main Office: 716.633.1373  |  Lockport: 716.438.2190

We're Hiring! Apply Here
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Contact Us
Blog

Category: Personal Financial Planning

Understanding IRMAA & Why It Matters

IRMAA, which stands for Income-Related Monthly Adjustment Amount, is a term that may not…

Safeguard Critical Documents & Valuables

If a disaster strikes, your immediate concern will be your safety and the safety…

Estate Planning and Preparing for 2026 Changes

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

Personal Financial Statements: Nuts & Bolts

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

Personal Financial Planning Services

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

Webinar Rewind: Estate Planning – Not Just for the Wealthy

Estate planning – the generational transfer of wealth – can be an important financial…

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…

Understanding & Evaluating Your Personal Financial Statements

We often think of financial statements in the context of the business world where…

2024 Financial Planning Tips & Trends

As we reflect back on 2023, there was no shortage of news and scenarios…
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