(717) 232-5000
Biography
Anthony L. Loscalzo, Of Counsel, advises clients on all aspects of estate planning to accomplish their goals while minimizing taxes and addressing sensitive family considerations. His practice is concentrated in estate planning, administering trusts and estates, tax planning for individuals and small businesses, and preparing federal gift tax returns and death tax returns, including Federal Estate Tax and Pennsylvania and New Jersey Inheritance Tax returns. He is experienced in preparing federal and state income tax returns for individuals, fiduciary income tax returns, and fiduciary accountings.
Anthony has successfully accomplished pre- and post-mortem tax planning throughout his career by using qualified disclaimers to address possible changes in family circumstances and tax laws. His practice also includes advising clients on required minimum distributions from their 401(k) s, 403(b) s, and IRAs, and utilizing Qualified Charitable Distributions to minimize their income taxes while maximizing their charitable goals.
Before joining the firm, Anthony L. Loscalzo had been in private practice for over forty years.
Practices & Industries
- Estate Planning
- Administering Trusts and Estates
- Tax Planning for Individuals and Small Businesses
- Fiduciary Income Tax Returns
- Fiduciary Accountings
- Advise on 104(k), 403(b) and IRA Distributions
Education
- Temple University Beasley School of Law, L.L.M. in Taxation
- Temple University Beasley School of Law, J.D.
- Pennsylvania State University, B.A.
Professional
- Pennsylvania Bar Association