Upgrade for a Better Experience

Canandaigua National Bank & Trust would like to encourage all of our customers to update their internet browsers as new releases are made available. Using the most recent browser version ensures the best security, design experience, speed and functionality.

Continue to CNBank.com

If you have any comments or concerns, please contact our Customer Call Center at 585.394.4260 ext. 0.

Your Bank > Education and Advice > CNB University

Looking for Ways to Minimize Taxes for Next Year?

James Lieb, CTFA
James Lieb, CTFA is Senior Vice President - Group Manager, Trust Administration Services and can be reached at JLieb@CNBank.com or (585) 419-0670 x50665.

Domicile Your Trust Assets in Florida

Whether you are a seasonal or permanent resident of Florida, or not at all, this tax-friendly State does not impose income, estate, gift, intangibles, or generation-skipping transfer (GST) taxes. Talk with us about whether Canandaigua National Trust Company of Florida is the better option for your trust planning.

Increase Your Contributions to Your Retirement Plan or IRA

By increasing your tax-deferred retirement contributions—even by as little as 1% of your biweekly income, you can significantly lower your taxable income by year-end.

Consider a Charitable Trust

Help an organization you are passionate about retaining some benefits for you and your family through a charitable trust. Receive your tax deduction now, and effectively postpone your gift to some date in the future.

Contact us at 585-419-0760 with any questions.

Ask a Planner