New York & Connecticut Tax Planning
The Law Office of Patricia Rusch Bellucci can be your trusted partner in navigating the complex world of taxes for individuals or businesses throughout the Hudson Valley.
Experienced
Premier Tax Planning Services New York & Connecticut
Tax Planning Attorney Patricia Rusch Bellucci has over 30 years of experience working both in-house for large, Fortune 500 corporations, as well as in private practice, to provide an effective vision for helping family businesses develop a clear succession strategy, guarding personal wealth from estate and income taxes, resolving IRS tax audits, and providing personal tax planning services for clients and taxpayers. Our approach helps you navigate recent tax law changes, including family tax credits and charitable contributions, to build the financial future you envision.
Small Businesses
Family Business Succession
Family business planning should be a top priority for anyone in who has built and grown a successful small business, especially if they intend to build generational wealth and create a legacy. As business owners focus on day-to-day operations and growth, the thought of leaving or selling their business often takes a backseat. However, the business is often the largest asset for family and small business owners, which makes succession planning and crafting strategies for the owner’s exit and incapacity a crucial part of overall business planning.
IRS Audits
If you or your business is facing an IRS tax audit or controversy, our team is on hand to guide you to a stress-free resolution. We provide accurate and personalized tax solutions that achieve resolution for simple to complex controversies.
Guiding clients through each step in the process, Tax Attorney Patricia Rusch Bellucci helps clients understand the context of the audit, assists in gathering any necessary information, prepares a response and represents you in working with the IRS directly, and monitors the situation until a resolution is achieved. If you have received an unexpected letter from the IRS, Tax Attorney Bellucci is the trusted advisor you need to gain relief and assurance that your issue will be resolved.
Tax Planning
Estate and Income Tax Planning
Taxes can erode wealth as you build it or decrease the wealth passed to your beneficiaries.
Estate tax, often referred to as the “death tax,” is a tax levied on the transfer of the assets of a deceased person including cash, real estate, stocks, and other assets. New Yorkers face both federal and state-level estate taxes. Therefore, estate tax planning is essential especially for high net worth residents to mitigate tax liabilities and preserve wealth.
Our legal team provides estate and income tax counseling and holistic financial advice. Changing federal and New York state tax rules make it harder to choose the right tax management strategy, which is why working with an estate planning attorney who is also a CPA allows clients to guard their wealth for generations. Drawing from exhaustive New York state tax experience, the Law Office of Patricia Rusch Bellucci applies tax planning strategies that ensure you take advantage of all that the law allows while guarding your prosperity for future generations.
Personal Tax Advising
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New York & Connecticut families and individuals seeking to safeguard their financial legacy and control their financial future choose Attorney Patricia Rusch Bellucci for comprehensive personal tax advising. Our services are tailored to minimize your family's tax liabilities while aligning with your short and long-term goals.
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Individual tax planning with the Law Office of Patricia Rusch Bellucci allows you to predict and manage your annual tax burden. By making informed financial decisions throughout the year, you can prepare adequately for tax season, even if you are managing self-employed taxes.
Grow Your Business
How Attorney Patricia Rusch Bellucci Can Help You and Your Business Grow and Protect Wealth
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Ensuring Family Businesses Last: We work with small business owners to craft a clear plan for every possibility from retirement to selling the business to incapacity so that operations continue.
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Proactive Tax Planning: We help you understand the implications of new tax laws on your daily decisions to prevent tax-time surprises and use strategies to guard your wealth.
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Ongoing Compliance and Optimization: Our tax strategies ensure you stay compliant with federal and state tax laws while maximizing potential credits and deductions. Our tax strategies ensure you stay compliant with federal and state tax laws while maximizing potential credits and deductions. Our tax strategies ensure you stay compliant with federal and state tax laws while maximizing potential credits and deductions.
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Long-Term Financial Goals: Whether it's planning for retirement, funding education, or transferring wealth to future generations, our strategic advice is designed to help you achieve these goals.
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Complex IRS Tax Matters: We can manage resolutions involving multiple years, issues, and stages of controversy within the IRS handling everything from pre-filing agreements to fast-track resolutions.
Choose a Trusted Advisor
Secure Your Financial Future
Whether you or your business is facing an IRS Audit, you want to guard your assets from estate and income taxes, or you need an accomplished tax planner to help you meet your financial goals, the Law Office of Patricia Rusch Bellucci is the trusted advisor for taxpayers. Request a consultation today to discover your path to personalized tax solutions.
Schedule Your Tax Planning Consultation Today!