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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The New Tax Law – How Does It Affect You?

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

February 1, 2018

Here we are in a new year facing a major new tax act. The Tax Cuts and Jobs Act (TCJA) was signed into law on December 22, 2017 and is mostly effective on January 1, 2018. The TCJA ushers in some...


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Phone: 845.358.1929 • Fax: 845.358.4420