Principal
Amanda Ornowski
CPA
Amanda advises individuals, families, and professional service firms on tax planning strategies that support long-term financial goals. Her work includes gift, trust, and estate planning for clients focused on preserving wealth and preparing for future transitions. She also provides tax planning and compliance services for private foundations and clients with complex financial considerations.
Education
St. Bonaventure University, Master of Arts, Strategic Leadership
State University of New York at Fredonia, Bachelor of Science, Accounting and Psychology
Community
Lake Shore High School Academy of Business & Finance, Treasurer
NAF Advisory Board, WNY Region, former Treasurer
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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Service Expertise
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Latest Insight
What Should You Know About Charitable Giving and Estate Planning in 2027?
The One Big Beautiful Bill (OBBB) Act, signed into law on July 4, 2025, rewrote several rules that affect how you give and how you pass wealth to the next generation. Most provisions took effect in 2026, so 2027 will be the first year many taxpayers plan around them from the start. Charitable Deductions Look […]