Manager
Isabella Newman
CPA
Isabella works with individuals, families, private foundations, and private wealth clients on tax strategies designed to preserve assets and support future transitions. She helps clients navigate gift, trust, and estate planning decisions while identifying tax-saving opportunities. Isabella supports clients managing both personal wealth and philanthropic priorities.
Education
Daemen University, Master of Science, Professional Accountancy
Daemen University, Bachelor of Science, Professional Accountancy
Community
Grassroots Garden of WNY, Treasurer
Professional
American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
Western New York Estate Planning Council
Ask Me About
My top 3 books of all time or anything you want to know about the complete discography of ABBA since 1974
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Latest Insight
More Than Just 0s and 1s: Accounting for Digital Assets in Your Estate Plan
As our lives become increasingly digital, estate planning must evolve to keep pace. Here are answers to a few common questions about estate planning for your digital assets.