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Main Office: 716.633.1373  |  Lockport: 716.438.2190

We're Hiring! Apply Here
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Blog

Category: Retirement

2024 Final RMD Regulations*

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

Qualified Charitable Distributions from an IRA Account

A qualified charitable distribution (QCD) is a nontaxable distribution made from a taxpayer’s individual…

Webinar Rewind: Estate Planning – Not Just for the Wealthy

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

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…

Webinar Rewind: A Different Way of Thinking About Exit Planning

Tronconi Segarra & Associates’ professionals Mark Ferm, CPA, and Patrick Sullivan, CPA, discuss the…

When Would I Receive an IRS Form 1099-R?

Form 1099-R is an IRS tax document that a retirement plan must distribute when…

Social Security Benefits Part II: Working & Receiving Social Security Benefits in 2023

Each year, the Social Security Administration (SSA) announces changes to retiree benefits in the…

Social Security Benefits Part I: Changing Course on Collecting Social Security Payments

It is common for individuals to have a change of heart regarding decisions made…

The SECURE Act 2.0 – Important Highlights to Know

The Consolidated Appropriations Act, 2023, which includes the SECURE Act, 2.0 was signed into…

NYS Enhanced STAR Exemption #2

You may have recently received a notification letter, Form RP-425-MBE from the New York…
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