Kenneth M. Weinstein, CPA, CFP

Every so often, you’ll hear about Social Security benefits running out But is there truth to the fears, or is it all hype?

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

Get Organized! 2022 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/ Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle

The market is as unpredictable as the weather We'd love to help you prepare

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes

For many, retirement includes contributing their time and talents to an organization in need

Probate can be a completely public process, or it can be managed to include as little information as possible

The Cost of Medical Care