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Connie has experience in all areas of U.S. Federal and New York State taxation. While specializing in performing tax-related services for individuals, trusts, and estates, Connie also provides tax services to privately held businesses and private foundations.
Daemen College, Bachelor of Science in Accounting
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Estate Analysts of Western New York
Financial Planning Counselors of Western New York
Connie loves to travel with her husband and two sons and their goal is to visit all 58 national parks in the United States. So far, they have visited the Great Smoky Mountains, Joshua Tree National Park, Yellowstone, and Grand Teton National Parks.
There’s a common misconception that owning assets jointly with your children or other family members is an effective way to transfer the assets. Before taking action, weigh the advantages and disadvantages.
If someone becomes physically or mentally incapacitated, they may no longer be able handle their own personal and financial affairs.
The good news is that 2020 is behind us. The bad news is that you must soon pay Uncle Sam for taxes owed for 2020. Here are a few ideas to help lower your tax bill for last year, including making tax-deductible contributions to your IRA or HSA, COVID-19-related tax breaks for certain small business owners … and more.
