Agnieszka Lucchesi

CPA, Principal

About Agnieszka

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Experience

Agnieszka has significant experience working with high net worth individuals and families, and is often involved in high level multi-generational estate plans with the use of sophisticated wealth preservation techniques. She has an exceptional background in estate and gift tax planning, fiduciary administration, charitable giving, and income tax planning and compliance. Agnieszka takes a collaborative approach to servicing clients, and works closely with attorneys, bankers and financial planners to provide excellent client service and advice for the firm’s clients.

Agnieszka began her career in public accounting as a tax professional for a local CPA firm. In this role, she worked on business, individual and trust returns, and eventually moved into a role focused on estate and gift tax planning, and estate and trust administration. She left public accounting after six years of service and joined the Providence office of an international law firm where she became the lead tax accountant in the firm’s Private Client Group. Working in a law firm provided Agnieszka with valuable experience and insights into the legal intricacies of estate planning and trust administration. In 2013, Agnieszka joined the firm and is a key leader in the firm’s Gift, Estate and Trust Tax Advisory and Compliance team.

Education

  • Johnson & Wales University – Masters of Business Administration, with a concentration in accounting, 2005

  • Johnson & Wales University – Entrepreneurship Bachelor of Science in Business Administration degree, 2003

  • Certified Public Accountant (CPA) designation, licensed in Rhode Island.

Awards & Accomplishments
  • National Academy of Public Accounting Professionals, One of the top 10 Rising Stars in Rhode Island, 2015

Professional Associations & Activities

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