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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


 

This material is provided for general information purposes only. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust or its affiliates, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.

Tax information presented is not to be considered as tax advice and cannot be used for the purpose of avoiding tax penalties. Canandaigua National Bank & Trust does not provide tax, legal, or accounting advice. Please consult your personal tax advisor, attorney, or accountant for advice on these matters.