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
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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
Qualified Disclaimers Help Your Estate Plan Change With the Times
Estate planning is intended to help ensure that your assets are distributed according to your wishes. But circumstances can change in ways that are difficult to predict. A qualified disclaimer allows disclaimed assets to pass from a primary beneficiary to a contingent beneficiary without negative tax consequences. This flexibility can be beneficial in a variety […]