ACM Insights

Smart Charitable Giving Strategies

Mastering Charitable Giving Strategies: Retirement Accounts & Tax Advantages

Efficient charitable giving options like Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), and gifting appreciated assets or retirement accounts can maximize tax benefits and amplify the impact of donations….

Read More…

Armbruster Capital Management CEO Honored for Leadership in Rochester’s Financial Community

Mark Armbruster, CEO of Armbruster Capital Management, has been recognized by the Rochester Business Journal as a member of the 2025 Power…

Read More…

The One, Big, Beautiful, Bill Act – Some Things to Know

The One Big Beautiful Bill Act, signed into law on July 4, 2025, introduces sweeping changes to federal tax policy affecting individuals, estates, and businesses. From expanded deductions for seniors and car loan interest to revised rules on charitable giving and HSAs, the law reshapes how Americans plan their finances. Understanding its provisions is key to navigating new opportunities and potential challenges….

Read More…