Professionals

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 & small businesses, and preparing federal gift tax returns and death tax returns (Federal Estate Tax and PA and NJ Inheritance Tax). He is experienced in the preparation of federal and state income tax returns for individuals, fiduciary income tax returns and fiduciary accountings.

Throughout his career, Anthony has successfully accomplished Pre and Postmortem tax planning 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, as well as using Qualified Charitable Distributions to minimize their income taxes while maximizing their charitable goals.

Prior to joining the firm, Anthony L. Loscalzo was in private practice for more than forty years.