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 IRS is Not Always Right

Joseph A. Lux

October 1, 2019

If you are like me, your heart starts to beat a little faster whenever you open the mail box and find a letter showing the sender to be the Internal Revenue Service. Even after thirty years of...

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