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.
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.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Don’t overlook the need for renter’s insurance if you rent your home.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Why have the markets been so volatile recently?
There are things about Social Security that might surprise you.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Peer-to-peer payment apps are one of the newest ways to send money.
Here’s a crash course on saving for college.
Here are five facts about Social Security that might surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”