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You > Financial Planning Strategies

Now Available: 2014 Tax Planning Guide

The 2014 Tax Planning Guide includes updated tax information for both individuals and organizations.

View Guide

2014 Tax Planning



2014 Tax Planning Guide includes:

  • Up-to-date tax law provisions
  • Individual tax rate schedules
  • Capital gains and losses
  • Traditional and Roth IRAs
  • Business tax deductions and credits
  • Education and medical expense tax incentives
  • Retirement plan opportunities


Please contact us with questions at (585) 419-0670.

Tax information presented is not to be considered as tax advice and cannot be used for the purpose of avoiding tax penalties. Neither Canandaigua National Bank & Trust nor its affiliated Companies provide tax, legal, or accounting advice. Please consult your personal tax advisor, attorney, or accountant for advice on these matters.