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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Mortgage Interest Deductions – A Slippery Slope

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

February 1, 2019

Recent changes to the tax laws will reduce various itemized deductions for many of my clients. The change that will have the greatest impact is the limitation of the deduction for state and local...

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