Lydia Vercelli, CPA, is a Tax Director in Anchin’s Private Client Group. She has 13 years of experience with tax and financial matters affecting high net worth individuals, their families and their entities.
Lydia specializes in providing tax planning services, compliance with complex reporting, and asset structuring to affluent individuals and families. She has significant experience with Federal, State, and Local individual, corporate, partnership, foundation and gift tax strategies. She has helped clients navigate through complex matters such as divorce agreements and property settlement calculations and provided other matrimonial accounting and advisory services. Other areas of expertise include stock option planning and counseling her clients on retirement and college planning, as well as federal and state representation related to tax controversies. She assists her diverse range of clients, which includes hedge fund and private equity principals, executives, attorneys, real estate professionals, doctors, and entrepreneurs, in developing wealth maximization tax strategies.
Lydia is a member of the American Institute of Certified Public Accountants (AICPA), New York State Society of Certified Public Accountants (NYSSCPA), Personal Financial Planning Committee at the NYSSCPA, Georgetown University Alumni Admissions Program, and The Daily News Tax Panels in collaboration with the NYSSCPA.
In addition to English, Lydia also speaks Russian and French.
- Matrimonial Advisory
- Private Client
- Tax Planning and Compliance