LVW Advisors Principal and Co-Chief Investment Officer Joseph Zappia recently spoke with Family Wealth Report about the importance of timely tax strategies in light of potential policy changes. Joe emphasized the urgency of acting before tax laws shift, highlighting Roth IRA conversions, annual gift exemptions and grantor trusts as crucial opportunities for UHNW clients to protect and maximize their wealth for future generations.
67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F 
