Anthony (“Sonny”) P. Beltrami is an attorney in the Firm’s Estate Planning & Administration of Estates & Trusts and Corporate, Business & Banking Groups. His practice primarily focuses on estate planning, administration of estates and trusts, taxation, fiduciary and beneficiary representation, and business succession planning. Mr. Beltrami assists in the charitable area, the closely-held business area, the estate tax, gift tax and generation-skipping transfer tax areas and other complex estate planning areas.
While most people hope never to need an attorney in their lifetime, one area of law all adults should take interest in is estate planning. As death and taxes are inevitable, it’s important to plan for and protect who and what matters in your life for when you’re no longer walking this earth. So, why […]
Estate planning attorney Sonny Beltrami was recently featured on Cornerstone Unplugged, a podcast hosted by Cornerstone Advisors Asset Management that features conversations with local business leaders aimed at helping mutual clients improve their financial acumen. In the podcast, Sonny recounts his journey to becoming an estate planning attorney and explains how he regularly expands his […]
If your business qualifies, Small Diverse Business certification can provide benefits under both Pennsylvania and federal law. Certification in Pennsylvania is a straightforward process that can be accomplished simultaneously with federal certification. A business can become certified as a Small Diverse Business (or, under federal law, “Small Disadvantaged Business”) through either public or private certification. […]
Less than 100 days into President Biden’s presidential term, he has proposed a sweeping tax and spending policy. While this plan has yet to be debated or passed, it does give a good indication of what impact the plan may have on U.S. businesses and individuals. Corporate & Personal Tax Rates As a reminder, under […]
Fitzpatrick Lentz & Bubba, P.C. (FLB) is pleased to announce that attorneys Anthony (“Sonny”) P. Beltrami and Justin K. Abodalo have joined the Firm as Associates. Their hiring is part of an ongoing long-term strategic growth and expansion plan, aimed at strengthening the Firm’s core business areas. “While 2020 has been a challenging year, we’ve […]