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Amanda is a tax principal responsible for tax compliance services to businesses and individuals with a concentration in multistate and international taxation. She places emphasis on special projects relating to offshore voluntary disclosures, controlled foreign corporations, and passive foreign investment companies. After an internship with Lumsden McCormick in 2011, Amanda joined the staff full-time in 2012.
Daemen University, Master of Science, Professional Accountancy
Daemen University, Bachelor of Science, Professional Accountancy
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Transformational Leadership Program™ 2024, Convergence Coaching®
Amherst Youth Foundation, Vice President Board of Directors
Amanda enjoys camping in the summer and exploring the various state parks with her husband, daughter, and their dog.
Neglecting international holdings in estate plans may lead to dual taxation, as U.S. citizens face federal taxes on global assets which could also be taxed abroad. Although a foreign death tax credit might mitigate this, it’s not guaranteed, and professional advice should be sought.
The IRS has announced inflation-adjusted federal tax amounts for individuals.
The Biden administration has released its budget proposal for fiscal year 2024. The proposal aims to decrease the federal deficit by roughly $3 trillion within the next decade. To achieve this, taxes will be raised on high-net-worth individuals and large corporations.
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