We help our clients minimize their taxes and pursue their financial goals
Serving the Buffalo, Williamsville, Amherst, Tonawanda, Grand Island, Wheatfield, Niagara Falls, Cheektowaga, Clarence, Lockport, Lancaster & surrounding Western NY areas as well as all 50 States
Getting the most for your money-buying smart, selling at the best price and keeping costs and taxes in line, is the proven way to success, regardless of what profession you are in. Most people who prepare their own tax returns do not get all the deductions they are entitled to receive. You need reliable professional help, including that of a Certified Public Accountant who is also a Certified Financial Planner and Personal Financial Specialist.
The firm Kenneth M. Weinstein, CPA, CFP® was founded to serve individuals, property owners and the owners of small to medium-size businesses across the United States with high quality accounting, financial services, and income tax preparation. Our services can help you:
- Save money on personal, corporate, and sales taxes.
- Run your business more effectively.
- Start or acquire a business.
- Sell your business for top dollar.
- Plan for your long-term security.
- Optimize the transfer of your assets to your heirs.
- Help you evaluate your insurance needs (life, disability, long-term care, etc.)
- Plan for college savings
- Plan for retirement
- Develop estate planning
Get Organized! 2019 Organizer
Starting, running, or winding down a business, there are numerous items about which to be concerned-capital equipment, personnel, supplies, vendors, customers and so on. But when you really think about it, being in business is just about one thing-it's all about the money and the service a firm can provide.
We can help you with all of your financial planning needs. Please click the following link to see what we can do for you. Link - https://www.avantaxwealthmanagement.com/
What the New Tax Bill Means for You
The enactment of the Tax Cuts and Jobs Act represents “the most sweeping overhaul of the U.S. tax code in more than 30 years.”1
For millions of Americans and businesses it means an altered financial and investment landscape with new opportunities and challenges in the years ahead. Keep in mind, however, that the information in this material is not intended as tax advice, and may not be used for the purpose of avoiding any federal tax penalties.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Even if you’re young and single, you should still consider protecting yourself.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Five creative (and inexpensive) ideas for motivating your employees.
An increasing number have been developed to help individuals with their personal finances.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What does your home really cost?
Do you know these three personal finance sayings?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Even low inflation rates can pose a threat to investment returns.
Why are 401(k) plans, annuities, and IRAs so popular?