Spotlight on Trusts & Estates Attorney Joseph Bellinghieri (1)

Our Spotlight series sheds light on the careers and lives of tax professionals around the world. This week’s Spotlight is on Joseph Bellinghieri, a tax attorney who represents individuals and businesses with a variety of real estate, tax, real estate and business issues at MacElree Harvey in West Chester, PA.

Joe is also a Pennsylvania CPA and Licensed Realtor, which allows him to provide his clients with different perspectives on their issues.

Joe was voted Super Lawyer by for two consecutive years and Top Lawyer by Main Line Today for six consecutive years. He is a member of the Chester County Bar Association, the Pennsylvania Bar Association, the Chester County Estate Planning Council (past president), the West Chester Chamber of Commerce (past board member and treasurer), and the Chester County Bar Foundation.

In his spare time, Joe enjoys drinking and making wine (in that order), travelling, biking and hiking. His favorite travel destinations are Thailand, Greece, Hawaii, Peru, Italy, Croatia and Bosnia and Herzegovina.

1. What is your official title and what does it mean? I’m a partner at the law firm MacElree Harvey. I head the trusts and estates department. We assist our clients with their estate planning needs

2. Free time: book, audiobook or podcast? Definitely a book, and since my two children are currently in high school, I enjoy reading their assigned books and discussing them with them.

3. Taxation is a big topic. What is your particular area of ​​interest? As an estate lawyer, I mainly deal with inheritance rights. However, I’m also a CPA, so I’m also interested in income taxes and dealing with that.

4. What is the last movie or show you watched and liked (DVD, Netflix or at the cinema)? I’m still watching “Yellowstone” and “Ozark”. Both are great shows, in my opinion.

5. What college did you attend and what did you study? I majored in finance and accounting at Drexel University in Philadelphia, it was a big help in my career. Drexel also had a co-op program which I found very useful and helped me get various contacts, which I still use today. I attended George Washington University Law School where I earned my JD and earned my LL.M. in Taxation at Georgetown University Law Center.

6. Go to pick-me-up: Coffee or tea? Iced coffee – I’m not a sipper so it has to be iced coffee.

7. What is the best tax or financial advice you have ever been given? The earlier you save, the more your savings will grow.

8. If you weren’t working in the tax profession, what would your dream job be? Lead singer of a famous rock bank. Don’t forget my family told me I might be the worst singer in the world, but that’s my dream, not theirs.

9. If you had the option of making one change in the tax world – an extra credit, a disallowed deduction, whatever – what would it be? I would definitely extend the tax return filing date to May 15th.

10. Favorite food, snack or treat during tax time or other busy time? Anything that goes with red wine.

11. What tax news or ruling has had the most impact on your practice or clients in the past year? The possible reduction of the inheritance tax credit. Many of my clients wanted to take advantage of the unified credit of $11,700,000 – for federal estate and gift tax purposes – before it was reduced.

12. If you received a big tax refund check right now, what would you do with it? Send it back – it must have been a mistake

You can find Bellinghieri on Linked In.

You can find out more about MacElree on their website and on Facebook.

If you would like to recommend a tax professional to be listed, send your suggestion to [email protected] with subject: Spotlight. Please include the following information: name, title, email address and geographic area (city/state/country) of the tax professional.

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