Manager
Amanda Wojtkowski
CPA
Amanda helps individuals and families make thoughtful decisions around wealth preservation, charitable giving, and future transitions. Her work focuses on gift, trust, and estate planning, as well as tax strategies for private foundations and clients with complex personal financial needs. She works closely with clients to create plans that align with both financial priorities and long-term goals.
Education
Daemen University, Master of Science, Professional Accountancy
Daemen University, Bachelor of Science, Professional Accountancy
Professional
American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
Western New York Estate Planning Council
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Latest Insight
Special Estate Planning Considerations May Be Necessary if You Have Nonbiological Children
Modern families come in many forms. A household may include biological children, adopted children, stepchildren, or children of an unmarried partner. Even though family members may view all of these children equally, inheritance laws often do not. That distinction can have significant consequences if your estate plan doesn’t clearly reflect your intentions. Whatever your family […]