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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It is Not Too Late to Plan for the New Tax Law

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

July 1, 2018

It was all the rage back in January, and throughout this past tax season, the new 2018 tax law. The Tax Cuts and Jobs Act (TCJA) mostly took effect on January 1, 2018. We all cringed as we...

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