We work together with family members, executors, heirs, beneficiaries, fiduciaries and attorneys to ensure your estate/trust plans are aligned to current and future tax procedures. You can plan for the future with confidence at Lodovico & Associates. We will help you develop strategies and create workable solutions that will save you money, protect your assets and build your nest egg for the future.
While working together with families through a difficult and emotional time, we assist in opening up an Estate and filing all of the necessary documents and tax returns. Often times, families try to do this on their own, but they are not familiar with Estates and have minimal knowledge on how to deal with Estate matters after the loss of a parent or loved one. Each person's Estate is different. We offer guidance, direction and a sense of security to help families get through this difficult time with ease, with or without a Will.
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing, as well as recently altered tax laws. No one can predict the future, but we all can benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your estate to produce tax projections that can help you manage your estate plan and spending.
If your Estate has a business, we provide in-depth analysis to help you determine the value of the business and decide whether you should sell, merge or close the business.
If the Estate has property (residential, commercial or business), our Property Evaluation Consultants (PEC) assist in any and all phases of the appeal process, including filing of the appeal, preparation of the case evidence, authorized representation at the appeal hearing and beyond. Before any appeal procedures are recommended, our professionals review and evaluate the case to determine if it will be viable to pursue the appeal. With over 18 years of experience in negotiating maximum reductions, our PEC services continue to maintain a 99.5% success rate in reducing real estate taxes for both residential and commercial properties.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.
Lodovico & Associates, P.C. provides a full range of accounting, tax and related services. Please note that Lodovico & Associates, P.C. does not provide legal services or legal advice.
