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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

How to Obtain Your 2022 SSA-1099 #2

To assist in gathering your 2022 tax documents, here is a reminder of where…

Charitable Deductions: Use Low Interest Rates to Your Tax Advantage #2

Certain planning techniques involve the use of interest rates to value interests being transferred…

Do You Want to Protect Your Assets? Then This Webinar Recording on Setting Up Trusts Is for You! #2

If you missed our “standing room only” webinar on setting up trusts as part…

Retirement Plan Options #2

As we have reached the midway point of the year, it is a great…

IRS Begins Pilot Program for Qualified Retirement Plan Examinations

In an effort to reduce taxpayer burden as well as time spent by the…

Business Succession Planning – Steps to Selling Your Business #2

Jim Segarra, Managing Partner of Tronconi Segarra & Associates LLP and Jamie Batt, Partner…

Tools, Tips and Tidbits for 2022 #2

By Jenny Willis, Supervising Senior Accountant Tax Year 2022 Key Amounts Standard Deduction –…

Maximizing the Value of Your Business #2

By Molly Booi, CPA, Senior Accountant, Tronconi Segarra & Associates LLP Have you ever…

The SECURE Act and Retirement Considerations

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was signed…
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