Tax Planning

Taxes can quickly erode potential returns. JFS tax specialists work year-round to ensure portfolios are tax-smart, filings are on time & in compliance, and identify opportunities to optimize distributions, Roth conversions, charitable giving, and for issues like ESOP vesting, net unrealized appreciation, & estate taxes.

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From Strategy to Returns

Tax Planning Advisors and Planners

Gary A. Dalessandro, MS, CPA/PFS, CFP®, Wealth Management Strategist at JFS Wealth Advisors

Gary A. Dalessandro, MS, CPA/PFS, CFP®

Gary A. Dalessandro, MS, CPA/PFS, CFP® is a Wealth Management Strategist for JFS Wealth Advisors, based out of the Hermitage office.

Michelle L. Wright, CPA, MST, Tax Director at JFS Wealth Advisors

Michelle L. Wright, CPA, MST

Michelle L. Wright, CPA, MST is Tax Director at JFS Wealth Advisors, based out of our Hermitage office.

Ryan Tiesi, CPA, CFA, Co-Chief Executive Officer, Partner at JFS Wealth Advisors

Ryan Tiesi, CPA, CFA

Ryan Tiesi, CPA, CFA is Co-Chief Executive Officer, Partner at JFS Wealth Advisors, based out of our Hermitage and Pittsburgh offices.

Jacki Grober, Tax Senior at JFS Wealth Advisors

Jacki Grober, EA

Jacki Grober, EA, is a Tax Senior for JFS Wealth Advisors, based out of our Hermitage office.

Thomas A. Foglia, CPA/PFS, MST, Partner, Tax Director at JFS Wealth Advisors

Thomas A. Foglia, CPA/PFS, MST

Thomas A. Foglia, CPA/PFS, MST is Partner, Wealth Advisor, Tax Director at JFS Wealth Advisors, based out of our Blue Bell office.

Kristen Devlin, EA, Tax Manager at JFS Wealth Advisors

Kristen Devlin, EA

Kristen Devlin is a Tax Manager for JFS Wealth Advisors, based out of our Doylestown office.

Tax Planning Insights

Insights

5 Reasons to Review Your Estate Plan

January 10, 2024

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2024 Retirement Accounts Limits

November 14, 2023

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Year-End Tax Planning, SECURE 2.0, and You

October 24, 2023

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