Amy Joyce

Amy Joyce is a partner at Berdon, an accounting and advisory firm. Amy specializes in the area of taxation of fiduciaries and beneficiaries, including high net worth individuals, as well as gift and estate tax compliance. Amy has applied their in-depth knowledge of estate and gift tax planning techniques, including sales to intentionally defective grantor trusts and gifts to grantor retained annuity trusts, to their work at Berdon.

Previously, Amy Joyce was a tax partner at Margolin, Winer & Evens, LLP, where they specialized in the taxation of fiduciaries and beneficiaries, including high net worth individuals. Amy was also involved in all aspects of income tax compliance for fiduciaries, beneficiaries and high net worth individuals.

Before Margolin, Winer & Evens, LLP, Amy Joyce was a tax manager at Schaeffer & Sam, P.C., where they were involved in all aspects of income tax compliance for fiduciaries, beneficiaries and high net worth individuals. Amy also worked on formal fiduciary accountings.

Amy Joyce began their career as a tax supervisor at Berdon LLP, before becoming a senior tax specialist at The Millburn Corporation.

Amy Joyce has a J.D. from St. John's University School of Law, a B.S. in Accountancy from LIU Post, and certification from Dale Carnegie Training in High Impact Presentations. Amy is also certified by the New York State Unified Court System as an Attorney and by the New York State Education Department as a Certified Public Accountant.

Amy Joyce reports to Mark G. Bosswick, Managing Partner. They are on a team with Anthony C. Fernandes - Principal, Daniel A. Shapiro - Partner, and Ross A. Hurwitz - Principal.