If you missed our "standing room only" webinar on setting up trusts as part of your estate planning, you can listen to the recording here. Adam Ohar, CPA, Principal in the Tronconi Segarra & Associates Tax Department, held everyone's attention as he spoke about the different types of trusts, and … [Read more...] about Do You Want to Protect Your Assets? Then This Webinar Recording on Setting Up Trusts Is for You!
Retirement
Retirement Plan Options
As we have reached the midway point of the year, it is a great time to consider your retirement plan options. What accounts or plans do you currently contribute to, and are there opportunities to contribute to more than one type of plan? We always encourage our clients to reconsider their options in … [Read more...] about Retirement Plan Options
IRS Begins Pilot Program for Qualified Retirement Plan Examinations
In an effort to reduce taxpayer burden as well as time spent by the Internal Revenue Service (IRS) on retirement plan examinations, the IRS announced its Employee Plans function is piloting a pre-examination retirement plan compliance program, which began in June 2022. Retirement plan sponsors … [Read more...] about IRS Begins Pilot Program for Qualified Retirement Plan Examinations
Business Succession Planning – Steps to Selling Your Business
Jim Segarra, Managing Partner of Tronconi Segarra & Associates LLP and Jamie Batt, Partner at law firm Rupp Baase Pfalzgraf Cunningham LLC recently presented Part II of their webinar on Business Succession Planning Considerations in the Era of COVID-19 to a special audience of the Niagara … [Read more...] about Business Succession Planning – Steps to Selling Your Business
Tools, Tips and Tidbits for 2022
By Jenny Willis, Supervising Senior Accountant Tax Year 2022 Key Amounts Standard Deduction - Married filing jointly — $25,900 - Married filing separately — $12,950 - Head of household — $19,400 - Single — $12,950 Child Tax Credit (fully refundable) - Children ages 5 and under: … [Read more...] about Tools, Tips and Tidbits for 2022
Maximizing the Value of Your Business
By Molly Booi, CPA, Senior Accountant, Tronconi Segarra & Associates LLP Have you ever wondered what your business would be worth if you were to sell it? If you are considering a sale, or even if you think a potential sale as an exit plan seems far into the future, it is never too early … [Read more...] about Maximizing the Value of Your Business