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Restivo Monacelli LLP today announced that Agnieszka Lucchesi, CPA, has returned to the firm as Partner in the Estate Planning and Wealth Preservation Practice Group.

 

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. 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 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 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 rejoins Restivo Monacelli after spending the last six years at Piccerelli, Gilstein & Company, LLP, where she most recently served as Principal.  

 

“We are delighted to welcome Agnieszka back to our firm, where she will be working side-by-side with many former and new colleagues to serve our growing client base in New England and Florida,” said Helder M. Medeiros, Partner, Estate Planning and Wealth Preservation. “Agnieszka is highly regarded as a trusted advisor who has the profound ability to understand clients’ unique situations and develop creative strategies designed to minimize their tax liabilities and grow and protect their income and wealth. Furthermore, she has already proven herself to be a great fit with our dynamic culture and shares in our commitment to providing clients best-in-class services and solutions.”

 

Agnieszka 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. Agnieszka, originally from Lublin Poland, is a resident of Barrington, RI.

 

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To view the press release as a PDF, click here.

Restivo Monacelli LLP, an innovative tax, accounting and business advisory firm, today announced that it earned several prestigious recognitions by Inside Public Accounting (IPA), including “2019 Fastest Growing Firms” and “2019 Best of the Best Firms.” In addition, Restivo Monacelli was one of only two Rhode Island firms to be named a “2019 IPA Top 400 Firm.”

For 25 years, IPA has analyzed the financial and operational metrics of hundreds of public accounting firms across the U.S. and in Canada to identify the highest performing, “Best of the Best” firms each year. The 2019 recognitions, which were announced yesterday in IPA’s September issue, honors CPA firms for their superior financial and operational performance based on more than 70 criteria. As one of the longest-running and most comprehensive surveys in the U.S., IPA collects data from the 2019 Survey & Analysis of Firms, and uses a rigorous scoring system to rank each of the 550 firms that participated against 50 financial and operational metrics. The result is IPA’s 2019 Best of the Best lists, which include 50 U.S. firms above $5 million, 10 under $5 million and five Canadian firms.

 

“It is a great honor to be recognized as a Best of the Best Firm in several categories by IPA,” said Edmund A. Restivo, Managing Partner. “We attribute this significant accomplishment and our continued growth and success to our top-notch team, who are devoted to providing best-in-class services and forward-thinking solutions to our clientele.”

 

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To view the press release as a PDF, click here.

The Massachusetts Department of Revenue is strongly urging Individuals, Businesses and Estates/Trusts to make all future payments online, via the MassTaxConnect website. In some circumstances, Taxpayers are even required to pay online or be penalized with a fine. To help you register for future online payments, we have created the a tutorial. Please click here to read.

Bruce A. Desrosiers, CPA, MST, Restivo Monacelli’s Partner, Tax Compliance and Consulting, will be a featured presenter at the Knowledge Group’s National Teleconference on March 8, 2018 from 3:00pm – 4:30pm (ET). Bruce will join a panel of industry-leading authorities to present “The Increasingly Complex Tax Controversy and Litigation Landscape: Best Strategies to Avoid Risk and Pitfalls.” The focus will be on providing an in-depth analysis of the current trends and recent court rulings involving tax controversies.

To read the press release, click here. If you would like to contact Bruce, please call 401-273-7600.

Edmund A. Restivo, Jr., Co-Founder and Managing Partner of Restivo Monacelli LLP, was elected to the Providence Preservation Society’s (PPS) Board of Trustees at their 2018 Annual Meeting, held on January 31, 2018.

 

Ed has been a pioneer of downtown Providence’s redevelopment since the 1980s. In addition to his 40+ years of accounting and tax experience, Ed is a prominent business advisor, entrepreneur and investor in numerous real estate ventures, restaurants and construction projects. He leverages his deep knowledge, resources
and extensive network of business relationships to advise clients on how to secure financing, raise
equity and capital, and maximize
tax credits for the development of historic properties.

To read the press release, click here. If you would like to contact Ed, please call 401-273-7600.

Providence Business News and the RI Small Business Journal (RISBJ) published Restivo Monacelli's "Year-End Tax Savings Strategies For Businesses" guide, authored by Partner Brian Frenette, in their December issues.

The article includes actions that business owners can take to

help lower their income taxes for 2017, and possibly even 2018.

To read the article, click here. If you would like to discuss

your specific tax situation, please contact

Restivo Monacelli at 401-273-7600.

David has more than 22 years of diverse experience in year-round tax consulting for both closely held businesses and high-net-worth individuals/families. In addition to advising a variety of business entities on how to minimize tax liabilities for ongoing operations, he has significant expertise in structuring tax efficient and compliant acquisitions, liquidations, dissolutions, and redemptions to ensure clients are receiving the maximum benefits. To read the press release, click here. If you would like to contact David, please email dlitchenstein@rm-llp.com or call 401-223-2411.

Partner Jack Cacchiotti Featured in the RI Small Business Journal

The RI Small Business Journal (RISBJ) featured Jack Cacchiotti’s editorial, entitled “Need to Raise Capital or Secure Financing?,” in its Finance Issue that hit the stands on Friday, August 25th.

The article discussed ways to leverage and secure 'Other People’s Money' to make real estate development and many other business ventures possible. To read the article, click here. If you would like to discuss your plans to raise capital, please contact Jack Cacchiotti at 401-273-7600 or jcacchiotti@rm-llp.com.

Restivo Monacelli LLP, an innovative tax, accounting and business advisory firm, announces its continued growth and expansion with the addition of five new hires.

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Restivo Monacelli’s Jack Cacchiotti, CPA, Partner, Business Valuation and Litigation, will be a featured presenter alongside the Honorable Brian P. Stern, RI Superior Court, at the RI Bar Association's 2017 Annual Meeting, held June 15 and 16 at the Rhode Island Convention Center.

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Jack Cacchiotti, Partner at Restivo Monacelli LLP, discusses the firm's growth and newest office opening in Boca Raton, FL in the lastest issue of Providence Business News.

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Restivo Monacelli LLP, an innovative tax, accounting and business advisory firm headquartered in Providence, RI, today announced the opening of its newest office in Boca Raton, FL. The office marks the firm’s third location, in addition to Providence, RI and Foxboro, MA, and enhances its ability to serve clients who do business or reside in south Florida.

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Restivo Monacelli LLP, an innovative tax, accounting and business advisory firm headquartered in Providence, RI, today announced its new brand identity and redesigned website, http://www.rm-llp.com. The rebrand reflects Restivo Monacelli’s unique business model, growth and evolution. 

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