News & Announcements

I recently had the opportunity to attend the National Association of Tax Professionals 2018 Tax Forum and Expo in Las Vegas. With Lodovico & Associates chairman and founder, Gene, I spent three days attending seminars and lectures on a variety of tax topics with everyday impacts on our clients. After all, at our practice, it’s …

Reflections from the 2018 Tax Forum and Expo Read More »

With 2019 quickly approaching, now is the time to begin considering your 2018 tax return. As Congress has recently implemented a number of tax law changes, we’d like to provide an update to help you stay informed and save time on planning ahead for your returns. It’s likely that you’re familiar with the Tax Cuts …

Tax Reform Updates: What You Need to Know for Your 2018 Return Read More »

Working with an attorney, a financial planner and family members to form an estate plan is critical to ensure your final wishes are completed. If you’re currently in the process of developing an estate plan or thinking about getting started, you may consider planning for estate tax savings too. What does this mean? At Lodovico …

Estate Tax Solutions: Tips to Create an Estate Tax Savings Strategy Read More »

Simply put, being named an estate executor can be overwhelming. Not only is it a difficult and emotional time, but we often hear from our clients that they are unfamiliar with how to deal with estate tax matters after a loss of a loved one – after all, it’s not a role that’s often expected. …

Estate Executors: 6 Things to Know About Estate Tax Read More »

Estate tax services, or lack thereof, has been in the news quite often lately. Recent unfortunate celebrity deaths, such as Aretha Franklin and Prince, bring to light the questions that occur following the passing of a person without an estate plan in place. “Where do I even begin?” Having worked in estate tax services for …

Designing an Estate Blueprint: 5 Questions to Ask Your Accountant Read More »