We help our clients minimize their taxes and pursue their financial goals
Serving the 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 and financial services. Our services can help you:
- Save money on personal and corporate 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! 2018 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.hdvest.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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A letter of instruction provides additional and more personal information regarding your estate.
Six overlooked tax deductions to help manage your tax bill.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Around the country, attitudes about retirement are shifting.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.