Restivo Monacelli LLP announced today 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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