This Issues and Insights discusses year-end tax planning strategies. It’s important to explore your year-end planning opportunities in light of the sweeping changes made to virtually all areas of federal tax law that went into effect this year. Areas such as income and deduction timing, charitable giving, annual exclusion gifts, and others are discussed. While
Anthony is responsible for developing customized wealth management strategies and financial plans for high- net-worth individuals, families, and business owners in the New York metropolitan region. He works closely with his clients and their other professional and family advisors to structure plans that help meet their financial and estate planning objectives. In addition, he is responsible for managing client relationships, ensuring that clients receive ongoing support and communication.
Anthony has more than 20 years of comprehensive estate and financial planning experience. Prior to joining Wilmington Trust, he served as a wealth management consultant with UBS Financial Services, where he assisted high-net-worth individuals and families with their estate, financial, philanthropic, and business transition planning needs. Earlier in his career, he served as a senior wealth strategist with PNC Bank Wealth Management and was the manager of Trusteed IRA Services at Morgan Stanley Trust.
He holds a JD from St. John’s University School of Law and a master’s of law in taxation from Villanova University School of Law. He also holds a bachelor’s degree in economics with a minor in political science from New York University. Anthony is admitted to the New York and New Jersey State Bar Associations and is a member of the Federal Bar for the United States District Court for the District of New Jersey. Anthony holds the FINRA Series 7 and Series 66 securities licenses.