Mastering Your Financial Life: Tax Planning with Pam Mosiello

The year-end is coming up, and tax planning is an essential element of maintaining a good financial balance. Partner Pam Mosiello was interviewed on an episode of Mastering Your Financial Life, hosted by Judy Heft, regarding her insights on:

• The October 2023 tax season
• How her clients are preparing for end-of-year planning
• The importance of preparing ahead for taxes
• Advice about charitable giving

Pam Mosiello has over 20 years of experience in public accounting with a focus on tax planning, preparation and consulting services to high-net-worth Individuals, family office clients, trusts and estates, private foundations and closely held businesses. She advises clients with complex tax reporting requirements, including those with financial assets held in foreign trusts, institutions and other entities.

In addition, Pamela also provides multi-state tax planning concerning residency as well as tax planning for individuals approaching retirement. She also has extensive experience representing clients before the IRS and state/local taxing authorities.