Helping You Preserve Your Wealth and Assets

At Joseph A. Lux, CPA, PLLC, we specialize in estate, trust, and tax matters. Our expert team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.

We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.

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Year-End Tax Planning Tips for Individuals & Small Businesses

Joseph A. Lux, C.P.A., PLLC

December 1, 2017

Although tax day may seem like it’s a long time from now, the clock is ticking and now is the time to evaluate your 2017 tax situation and plan accordingly. Doing so can enable individuals...

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Phone: 845.358.1929 • Fax: 845.358.4420
Email: info@joelux.com