Ladidas Lumpkins

CPA, JD, LL.M Tax

Partner-in-Charge - Private Wealth Services
New York - New York

212.643.0099 / Ext. 10346Contact

Professional Experience

Ladidas Lumpkins is the Partner-in-Charge of Private Wealth Services of Prager Metis, a member of Prager Metis International Group. She has been working in the industry for over 20 years.

Ladidas provides strategic tax planning, compliance and consulting to high-net-worth families and their closely-held businesses.  She specializes in the U.S. taxation of individuals and trusts in complex, multi-national family groups. Ladidas also advises clients on domestic and cross-border income, gift tax and estate tax matters.

Ladidas has extensive teaching experience covering numerous tax topics, including as a visiting lecturer at the Experimental College at Tufts University for a highly-rated class that she designed and delivered entitled Wealth, Tax and the American People. She is an active member of the Society of Trust and Estate Practitioners (STEP) and served as the former President of the Estate Planning Council of New York City (EPCNYC).

Professional Affiliations

  • American Academy of Attorney – CPAs
  • Estate Planning Council of New York City – Former President
  • STEP (Society of Trust and Estate Practitioners)

Awards

  • Crain’s NY – Notable Women in Accounting and Consulting
  • Crain's 2020 Notable Women in Accounting & Consulting
  • Crain's 2019 Notable Women in Accounting & Consulting

Education

  • LL.M., Taxation, Boston University School of Law
  • JD, Suffolk Law School, Massachusetts
  • BA, Economics, Northeastern University, Massachusetts
2023-12-11T15:18:00-05:00

Top Ten Year-End Tax Planning Checklist

As the year draws to a close, taking proactive steps in your financial planning can significantly impact your tax liability. This checklist provides a guide to key strategies that individuals can consider before the end of the year to potentially decrease their income tax. By strategically managing income, deductions, and investments, you can optimize your tax situation and position yourself for a more tax-efficient financial future.

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“Shenkman Fall Webinar Series” – Webinar # 4: “The State-Based Right of Publicity: An Overview of Estate Tax and Valuation Issues”

Ladidas Lumpkins CPA, JD, LL.M., Partner-in-Charge of Private Wealth Services, will be speaking at this year’s "Shenkman Fall Webinar Series,” hosted by Shenkman Private Client Group of Oppenheimer & Co. Inc. Join Ladidas as she discusses "The State-Based Right of Publicity: An Overview of Estate Tax and Valuation Issues". Topics include: What is the right of publicity, what state law applies, is the right transferable, and how is it valued?

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