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 holds a B.S. in Accountancy from Long Island University and a Juris Doctor from St. John’s University.
- February 19, 2020MWE Named a Forbes Best Tax & Accounting Firm
MWE was recently named a Forbes Best Tax & Accounting Firm in America, landing on their inaugural 2020 list.MWE was one of over 200 firms recognized in the tax category out of 18,000+ tax & accounting firms.
- February 10, 2020Determining whether you need to file a gift tax return can be tricky
For 2020, the lifetime combined gift and estate tax exemption has reached a whopping $11.58 million ($23.16 million for married couples).As a result, under current law, few people will be subject to federal gift taxes.
- October 8, 2019Sec. 6166: Estate tax relief for family businesses
Fewer people currently are subject to transfer taxes than ever before.But gift, estate and generation-skipping transfer (GST) taxes continue to place a burden on families with significant amounts of wealth tied up in illiquid closely held businesses.
- March 27, 2019What to Know About Your Investment Tax Forms
MWE partner Amy Joyce talks to U.S.News & World Report about what investors need to know about investment tax forms this year, including how they have changed, why you may have received a corrected 1099 form, and what it means if you didn’t receive one.
- October 17, 2018One way to transfer a family business
For many people, a family-owned business is their primary source of wealth, so it’s critical to plan carefully for the transition of ownership from one generation to the next, and one of the biggest consideration is tax.The best approach depends on your particular circumstances.