Estate & Trust Planning & Administration
JGS has dedicated staff that work with attorneys in creating estate and trust plans in order to carry out your wishes and minimize estate taxes. We have the personnel who can also assist the estate's administrator (executor) in fulfilling their duties.
Our services related to estates and trust include; but are not limited to:
Estate Planning
- To minimize Estate and Gift taxes
- As part of a Business Succession Plan
- As part of a Retirement Plan
- As part of a Lifetime Gifting Plan
Trust, Tax & Accounting Services
- Income & Estate Tax Planning
- Fiduciary Income Tax Return Preparation
- Distribution Calculations
- Preparation of Accountings
We have expertise in many types of trusts, including but not limited to:
- Revocable Trusts
- Grantor Trusts
- Life Insurance Trusts
- Generation Skipping Trusts
- Charitable Trusts
- Personal Residence Trusts
- Testamentary Trusts
Estate Tax Return Preparation & Related Tax Planning
- Income Tax Planning for Estate & Beneficiaries
- Distribution Planning
- Post Mortem Tax Planning for Executor & Beneficiaries
- Preparation of Accountings
Attorneys
“Judelson, Giordano & Siegel, CPA, PC are more responsive, accessible and easier to deal with than other firms. They did some outstanding work in redesigning reports for our partners.”
H.P.
Client since 1997Contractors
“They know monthly what is going on. They know everything about the business, my personal finances, and my relationships with employees. There is nothing that I hide from them. They are helping with full estate planning and business acquisition. They helped me leverage the numbers in the acquisition and helped in negotiating the cost of the business. They have enabled me to get the financing ...
E.E.
Client since 1976- Every phone call is important to Bill. I think of him as more of a friend than an accountant. The personal touch is important. I’ve been able to call Bill at any time, at home, and he has responded to me. He’s made multiple visits, and he has always been very professional. He’s been very astute to whatever arises and deals with it immediately. And he’s always made me feel c ...
J.H.
Client since 1986 - We wanted experience in construction, a clear and accurate ability to communicate the financial condition of the company. We have Gary look at each deal to give us the tax implications and advice on negotiations. We’ve been audited by the IRS and NYS sales tax department and as difficult and arduous as the process can be Gary Cassiello and Judelson, Giordano & Siegel, CPA, PC have preva ...
A.Z.
Client since 1974 - As a young three year old company in 2006, we needed the expertise of a CPA firm that could communicate openly and respect our uniqueness to help us structure our organization and financial recording processes to make American Petroleum one of the fastest growing environmental construction companies in the Mid Hudson Valley. Judelson, Giordano and Siegel proved their worth to us (now in our fifth ...
A.M.R.
Client since 2006 Funeral Homes
“Judelson, Giordano and Siegel are far superior to the accountants I have had in the past. The cost, their ability and the direction they offer you, places them above the competition. Their expertise regarding my business and my retirement needs was amazing! They are incredible negotiators and helped me tremendously with the sale of my business.”
D.F.
Client since 1990Insurance
“The estate planning JGS did was outstanding. They work well with the attorney to get it done. I recommend clients to them.”
E.B.
Client since 1964- “There’s a certain personal touch from JGS that other firms lack. JGS doesn’t forget who we are. They were extremely helpful when I detected some embezzlement by one of my employees. They helped me work through everything including filling out the timeline I was going to present to the police. JGS has set a new standard for what an accountant should be. They are like part of the ...
Dr. A.L.
Client since 1974 Not for Profit
“They take the time to do the procedures – they don’t take any shortcuts. They are a very thorough accounting firm.”
G.C.
Client since 1950Professional Services
“I expected them to be great and they have been. It’s not only their competency, but the relationship. They really know their stuff, and I enjoy meeting with them. They are not your typical boring accountants. They are like a business partner. They open your eyes to more strategies. I recommend them on a regular basis.”
K.P.
Client since 2002Real Estate
“Bonnie is a consummate professional. She dots every “i” and crosses every “t”. She never allows me to fall into a place where I am vulnerable. I sleep very well at night because of Bonnie. She saves me money on taxes; prevents me from pitfalls. She is on the top of her game. She never lets the ball drop.”
A.B.
Client since 1981Wholesalers
“The level of service JGS provides is outstanding. I give them a 10! I don’t give out big marks that easily, but they are good and save me taxes.”
DWP
Client since 1944 (3rd Generation)- JGS orchestrated a buy-out deal between my father and I that was both brilliant and creative. We couldn’t have done it without them. My father and I had other accountants look at our situation, but they just didn’t have the expertise of the JGS team. When it comes to buy outs, acquisitions and mergers Judelson, Giordano and Siegel is the firm I would recommend to anyone.
E.F.
Client since 2006 Attorneys
“JGS is very good, and very responsive. They promptly return phone calls and offer a quality level of service and tax expertise. I’ve found that I’ve been making more money and paying less in taxes legally. To me that’s exceptional.”
R.C.
Attorney
Client since 2001- “JGS have been our accountants for 42 years…..actually they are much more than accountants we consider JGS extremely valuable business consultants. JGS knows our business model, our business processes, and go that extra step by learning about and staying on top of our industry. Because of their intimate knowledge of our business, our industry and our family dynamics, their advice regar ...
F.C.D.
Client since 1970 - “I’ve known Bonnie Orr since the middle 1990s … that would be 22+ years. She has managed every aspect of my small business planning through multiple corporations, LLC’s, marital dissolutions and tax jurisdictions. It never ceases to amaze me how she always knows what to do and can answer a question, without even hesitating, on the most complex of business tax issues. Never have I felt vulner ...
Brian V.
Client since the 1990s
633 Route 211 East
Middletown, NY 10941
3 Neptune Road
Poughkeepsie, NY 12601
(877) 740-9500
info@jgspc.com
