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
California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027
Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]