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716-633-1373 8321 Main Street, Williamsville, NY 14221
Tronconi Segarra & Associates

Tronconi Segarra & Associates

Williamsville, Buffalo & Western New York CPA

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Retirement

The SECURE Act 2.0 – Important Highlights to Know

March 1, 2023

The Consolidated Appropriations Act, 2023, which includes the SECURE Act, 2.0 was signed into law on December 29, 2022. The SECURE Act 2.0 is designed to build upon the provisions of the original SECURE Act to expand participation and boost retirement savings. In part, the SECURE Act 2.0 does this … [Read more...] about The SECURE Act 2.0 – Important Highlights to Know

Filed Under: 401(k) and 403(b) Plans, Estate Planning, Required Minimum Distribution (RMD), Retirement, Secure Act 2.0, Small Business

NYS Enhanced STAR Exemption

March 1, 2023

You may have recently received a notification letter, Form RP-425-MBE from the New York Department of Taxation and Finance indicating that you are receiving the Basic STAR, but that you may now be eligible for the Enhanced STAR exemption, which provides a larger benefit to seniors. To be eligible … [Read more...] about NYS Enhanced STAR Exemption

Filed Under: Living in NYS, New York State, Retirement, STAR Exemption/Enhanced STAR

How to Obtain Your 2022 SSA-1099

March 1, 2023

To assist in gathering your 2022 tax documents, here is a reminder of where to obtain a copy of your information return related to your Social Security Benefits. If you are a nonresident alien and you received or repaid Social Security Benefits, you will receive Form SSA-1042S. All others receiving … [Read more...] about How to Obtain Your 2022 SSA-1099

Filed Under: Forms, Retirement, Social Security, SSA -1099

New – Small Business Newsletter Winter 2023 Edition

February 6, 2023

Full of timely and practical information, our Winter 2023 Small Business Newsletter covers a wide range of topics, from the Secure Act 2.0 article that outlines changes to retirement plans that may benefit small businesses, to our easy, convenient, and secure electronic process to send us your tax … [Read more...] about New – Small Business Newsletter Winter 2023 Edition

Filed Under: General Business, News, Newsletters, Retirement, SECURE Act, Small Business

Charitable Deductions: Use Low Interest Rates to Your Tax Advantage

December 6, 2022

Certain planning techniques involve the use of interest rates to value interests being transferred to a charity or to private beneficiaries. While the use of these techniques does not necessarily depend on the interest rate, low interest rates may increase their value. Taxpayers can obtain a … [Read more...] about Charitable Deductions: Use Low Interest Rates to Your Tax Advantage

Filed Under: Charitable Contributions, Estate Planning, General Business, Retirement, Small Business, Trusts

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

September 14, 2022

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!

Filed Under: Estate Planning, News, Retirement, Trusts

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Tronconi Segarra & Associates LLP
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Williamsville, NY 14221
Phone: 716-633-1373
Fax: 716-633-1099

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Lockport, NY 14094
Phone: 716.438.2190
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