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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Summer Tax Savings Opportunities

Joseph A. Lux, CPA, PLLC

July 1, 2019

Summertime offers unique tax saving situations. The weather is warm, kids are out of school, and it’s time to think about tax saving opportunities! Here are five...

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