Lydia Vercelli, CPA, is a Tax Director in Anchin’s Private Client Group. She has over 14 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 Registered Trusts and Estates Practitioner (TEP) with the Society of Trust and Estate Practitioners, an international professional body of experienced and senior practitioners in the field of trusts and estates. She is also an active member of the New York State Society of Certified Public Accountants (NYSSCPA), and a current committee member of the Estate Planning and Personal Financial Planning Committees, where she is involved in the The Daily News Tax Panels in collaboration with the NYSSCPA. She is also a member of the American Institute of Certified Public Accountants (AICPA) and serves on the Georgetown University Alumni Admissions Program.
In addition to English, Lydia also speaks Russian and French.
- Matrimonial Advisory
- Private Client
- Tax Planning and Compliance
- Imparting Financial Lessons to College-Bound ChildrenJuly 31, 2018
Parents of college-bound children may have a long summer to-do list to get their children ready for school. But amid the family vacations and mile-long shopping lists, parents may also want to think of ways to financially equip their children for college.
- A Prenup Can Protect Your InvestmentsOctober 18, 2017
Lydia Vercelli, Member of Anchin's Matrimonial Advisory Group, presents some viable alternatives to the standard agreement.
- Alternatives to a Prenuptial AgreementAugust 22, 2017
In this day and age when the divorce rate is trending up, one can never be too prepared. In the absence of certainty, planning for the unknown and learning your options are the next best thing.