ESTATE PLANNING & WEALTH PRESERVATION
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Certified Public Accountant (CPA)
Master's of Business Administration (MBA)
American Institute of Certified Public Accountants (AICPA)
Rhode Island Society of Certified Public Accountants (RISCPA)
Estate Planning Council of RI
Lifespan Planned Giving
Johnson & Wales University:
B.S. in Business /Entrepreneurial Studies
MBA - concentration in Accounting
Agnieszka Lucchesi is a Partner of Restivo Monacelli, an innovative tax, accounting and business advisory firm with offices in Providence, RI and Boca Raton, FL.
Agnieszka has significant experience working with high-net-worth individuals and families in the planning and design, and implementation of multi-generational estate plans with the use of sophisticated wealth preservation strategies. In addition to providing year-round tax consulting for both high-net-worth individuals/families and closely held businesses, she has expertise in gift tax planning, fiduciary administration, charitable giving, and income tax planning and compliance.
As a Certified Public Accountant (CPA) with a diverse background and network, Agnieszka takes a collaborative approach to serving clients and works closely with attorneys, bankers and financial planners to provide forward thinking client service and strategic advice.
Agnieszka launched her career as a Tax Accountant at Restivo Monacelli in 2005 and held that position until 2011. She then joined the international law firm of Locke Lord LLP (formerly Edward Wildman Palmer LLP) and was the lead tax accountant in their Private Client Group. In that role, she developed unique skills, gained knowledge and valuable insight into the legal perspective on Estate and Trust Planning. Agnieszka rejoined Restivo Monacelli in 2019 after spending the last six years at Piccerelli, Gilstein & Company, LLP, where she most recently served as Principal.
Agnieszka earned her Bachelor of Science degree in Business /Entrepreneurial Studies from Johnson & Wales University and a Master’s of Business Administration with a concentration in Accounting from Johnson & Wales University. She is a member of the American Institute of Certified Public Accountants (AICPA), Rhode Island Society of Certified Public Accountants (RISCPA), Estate Planning Council of Rhode Island and the Lifespan Planned Giving Advisory Council. In 2016, she was recognized as one of the Top 10 Rising Stars in Rhode Island by the National Academy of
Public Accounting Professionals.
AREAS OF EXPERTISE
Tax planning for high-net-worth individuals/families and closely held businesses
Estate and gift tax planning
Estate and trust administration and compliance
Charitable and gift-giving strategies
Income tax planning and compliance
Corporate, partnership and individual income tax planning and compliance
Federal and state tax planning and consulting