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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
One way to find money is to examine your current spending habits and eliminate money wasters.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The federal government requires deceased individuals to file a final income tax return.
It's important to understand the pros and cons when considering a prepaid debit card.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
There are ways to improve your physical fitness without denting your fiscal fitness.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.