LEVEL SURPASSES $500 Million in ASSETS UNDER MANAGEMENT

PRESS RELEASE Amherst, NY: Level Financial Advisors, an Amherst-based, fee-only financial planning and investment management firm that specializes in retirement planning, announced today that its assets under management have surpassed $500 million. The firm, with six CERTIFIED FINANCIAL PLANNER™ practitioners, was recently ranked as one of the top 500 RIA firms in the...

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How the 2020 Coronavirus related legislation can affect your tax deductions

The CARES Act and the 2020 year-end coronavirus relief bill had a lot built into them.  As we start the 2020 tax return season, here are a few items affecting individual taxpayers that we feel are most relevant: Certain charitable contributions deductible by non-itemizers Many who take the standard deduction, which became...

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