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Podcast: Recent Changes to Income Tax Laws

J Fitzgerald 2014
Jason W. Fitzgerald, CFP®
Senior Vice President, Senior Wealth Advisor - Team Leader
[email protected]
(585) 419-0670 x50628
J Terwilliger 2014
James P. Terwilliger, PhD, CFP®
Senior Vice President, Senior Planning Advisor
[email protected]
(585) 419-0670 x50630

Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you. 

The experts of this show featured Jason Fitzgerald, CFP®, Senior Vice President, Senior Wealth Advisor - Team Leader, and James P. Terwilliger, PhD, CFP®, Senior Vice President, Senior Planning Advisor.

Broadcasted on January 27, 2019

For questions, feel free to contact Jason Fitzgerald at (585) 419-0670 x50628 or James P. Terwilliger at (585) 419-0670 x50630.  

Recent Changes to Income Tax Laws Audio Clip

New Federal Tax Law Changes


Potential Impact On Your Financial Plan


New York State Tax Law Changes


How can CNB Wealth Management Help


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