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Tax Advisory and Preparation

Whether your objectives are to maximize the value of your equity compensation, to plan your estate for future generations, to invest money, or to satisfy philanthropic goals, the Beacon Trust tax team can help develop a strategy aimed at successfully carrying out your intent.

Income Tax Planning

Evaluate income tax planning strategies:

Timing of income and deductions
Analysis of after-tax returns
Year-end/multi-year tax planning
Calculate withholding and estimated tax payments
Prepare income tax returns

Wealth Transfer Planning

Review and analyze estate planning techniques:

Estate plans (wills and trusts)
Family limited partnerships
Gifting
Valuation discounts
Prepare gift tax returns

Charitable Planning

Implement strategies to meet goals on a tax-effective basis:

Outright gifts
Qualified charitable distributions from IRAs
Private foundations/donor advised funds
Charitable trusts
Prepare foundation and trust tax returns

Investment Planning

Integrate income tax, wealth transfer, and charitable planning:

Asset location
Diversification
Hedging
Tax loss harvesting
Prepare capital gain projections

Other Integrated Services

Provide financial planning and analyses to family members
Evaluate insurance needs for risk management
Assist in establishing self-employed retirement plans
Determine education funding needs
Cash flow planning

Learn More Contact Us

Tax Team

Cynthia Fusillo V2

Cynthia Fusillo, CPA, ChSNC®, MBA

Senior Vice President
Tax Planning Manager

Charlotte Lan 3614

Charlotte Lan, CPA

Assistant Vice President
Senior Tax Planner

Michael Dibrino V2

Michael DiBrino

Tax Analyst

Yoshley Mejia

Tax Analyst

SEE FULL TEAM