Vincent J. Gatto
Vincent J. Gatto, CPA, CFP® is a tax director at Anchin as well as a member of Anchin Private Client. Vincent has more than 25 years of experience fulfilling the accounting, business, and financial needs of high net worth individuals, their families and entities. He works closely with these individuals advising on income and estate tax issues, retirement, succession and financial planning, and wealth preservation and transfer strategies.
Vincent has deep experience in the preparation of complicated multi-state individual, partnership, fiduciary and gift tax returns and judicial accountings for executors and trustees. He collaborates with top professionals in the industry when advising clients on updating estate and financial plans including reviewing wills, trust instruments, in-force insurance illustrations, and asset allocation investment models. Vincent also helps clients devise sophisticated estate planning strategies, among them grantor retained annuity trusts, defective grantor trusts, generation skipping trusts, charitable trusts and family limited partnerships.
Vincent is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA), as well as the Financial Planning Association (FPA).
- Private Client
- Tax Planning and Compliance
- Trusts and Estates
- Philanthropy and Your Taxes: Doing Well by Doing GoodNovember 17, 2020
Some of the nation’s wealthiest families and individuals are among the most philanthropically inclined. Understanding that they did not achieve their level of success without a supporting cast, many families believe that it is important to give back to the communities and causes that are nearest to their hearts. Here are a few tax-related strategies to consider to ensure that you are doing well by doing good.