The people behind the
great ideas at MWE.
Amy Joyce, CPA, JD - Partner
Amy is a Certified Public Accountant and Attorney with deep technical knowledge in fiduciary income tax, estate tax, gift tax, and generation-skipping transfer tax. She serves high net worth individuals and their related entities – trusts, estates, private foundations and investment partnerships. In addition to servicing the income and transfer tax compliance needs of high net worth families, Amy also advises individuals on planning lifetime wealth transfers and on the orderly distribution of their estates in a tax efficient manner. Amy recommends asset transfer strategies to ensure optimal utilization of gift and GST tax exemptions, including, but not limited to, sales to intentionally defective grantor trusts and gifts to dynasty trusts. She also helps structure transactions to obtain maximum allowable valuation discounts. Amy is skilled at identifying potential tax planning opportunities during the compliance process.
Amy joined MWE in 2010 after spending nine years with a boutique CPA firm that caters to high net worth individuals, estates and trusts. She began her public accounting career with KPMG in 1991.
Amy’s professional associations include the American Institute of Certified Public Accountants, the Trusts and Estates Section of the New York State Bar Association and the American Academy of Attorney-Certified Public Accountants. She hold a B.S. in
Accountancy from Long Island University and a Juris Doctor from St. John’s University.
April 24, 2018Navigating the New Tax Law: When to Act and When to Hold Off
The new tax law overhauls the U.S.
June 9, 2016How will Muhammad Ali’s estate play out?
The tragic death of icon and heavyweight boxing champ Muhammad Ali has left many unanswered questions about his estate.
February 3, 2016Battle Involving Leona Helmsley Estate Spotlights Issue of Executor Pay
A legal battle in New York over Leona Helmsley’s estate highlights an aspect of estate planning that often gets little attention from people writing wills or agreeing to help settle an estate: the fees for the executors.