TRUST ACCOUNTNG / INVESTMENT SUPERVISION & CHARITABLE PLANNING At Joseph V. Luvara & Associates, we analyze investment statements and prepare periodic investment reviews and accountings. We counsel both the trustees and beneficiaries. We prepare fiduciary income tax returns.We advise clients on the alternative methods of charitable giving. We create and administer private foundations. as well as represent various foundations in administering grants. We assist public and private charities to obtain tax-exempt status from the Internal Revenue Service.