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Morella & Morella, LLC

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Morella & Morella, LLC

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The Art of Cohesion
Affiliated with Apex Capital Management, LLC.

Morella & Morella, LLC is a certified public accounting firm that specializes in individual and buisness tax preparation and advice, as well as personal financial planning. Founded in 2024 by father and son, Robert and Stephen Morella, Morella & Morella, LLC provides years of tax and financial advisory experience to ensure the financial wellbeing of our clients.

10/27/2026

𝗧𝗮𝘅𝗲𝘀, 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀, 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲, 𝗮𝗻𝗱 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝘀 𝗼𝗳𝘁𝗲𝗻 𝗹𝗶𝘃𝗲 𝗶𝗻 𝘀𝗲𝗽𝗮𝗿𝗮𝘁𝗲 𝗳𝗼𝗹𝗱𝗲𝗿𝘀.

Sometimes they have separate advisors too, and nobody is looking at the whole picture.

We believe they work best when they're planned together, by people who talk to each other.

Our latest article explains what holistic planning means for Lafayette individuals and families, and why it matters.

A good read this Financial Planning Month:
https://www.morellawealthtax.com/news/understanding-holistic-planning-for-lafayette-individuals-and-familiesbusiness-retirement-plans-lafayette-owners-should-consider-zgczl

10/22/2026

𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗻𝗴 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂'𝘃𝗲 𝗯𝘂𝗶𝗹𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗮𝘀 𝗺𝘂𝗰𝗵 𝗮𝘀 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗶𝘁.

Physicians, attorneys, and business owners face risks most people never think about.

A lawsuit or a business setback can put years of work at risk.

Thinking about those risks early gives you more choices.

Our article covers asset protection strategies Lafayette business owners and professionals can consider with their advisors.

Read it this Financial Planning Month:
https://www.morellawealthtax.com/news/asset-protection-lafayette-planning-strategies-for-business-owners-and-professionals

10/20/2026

Artificial intelligence is already reshaping parts of the global economy.

Tools that speed up task-based work like data analysis and coding could raise overall productivity over time, while also shifting what the labor market looks like across many industries.

For families and business owners, that raises real questions about careers, companies, and long-term planning.

We are watching these changes closely and thinking about what they may mean for the clients we serve. What changes have you noticed in your own industry so far?

10/15/2026

𝗔 𝗹𝗼𝘁 𝗼𝗳 𝗽𝗲𝗼𝗽𝗹𝗲 𝗵𝗮𝘃𝗲 𝗮𝗻 𝗜𝗥𝗔 𝗼𝗿 𝘁𝘄𝗼 𝗮𝗻𝗱 𝗮𝗿𝗲𝗻'𝘁 𝗾𝘂𝗶𝘁𝗲 𝘀𝘂𝗿𝗲 𝗵𝗼𝘄 𝗲𝗮𝗰𝗵 𝗼𝗻𝗲 𝗳𝗶𝘁𝘀.

If that's you, you're in good company.

The type of account affects your taxes today and in retirement.

Our article breaks down how IRAs work and how Lafayette savers can think about them as part of a bigger plan.

Read it this Financial Planning Month:
https://www.morellawealthtax.com/news/understanding-ira-accounts-and-retirement-savings-in-lafayette

10/13/2026

The size of a retirement contribution is not what matters most.

It’s the years that follow it.

Starting in your twenties or thirties, even with modest amounts, gives time more room to work. While results are never guaranteed, beginning sooner can reduce the pressure to catch up later.

If retirement still feels far away, consider this:
What could a small decision made today have time to become?

10/08/2026

𝗪𝗲 𝘀𝘁𝗮𝗿𝘁𝗲𝗱 𝗮𝘀 𝗖𝗣𝗔𝘀, 𝘀𝗼 𝘄𝗲'𝘃𝗲 𝘀𝗲𝗲𝗻 𝘄𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘄𝗵𝗲𝗻 𝘁𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘄𝗮𝗶𝘁𝘀 𝘂𝗻𝘁𝗶𝗹 𝗔𝗽𝗿𝗶𝗹.

Usually, the best opportunities came and went months earlier.

Tax planning works better as a year-round habit than a spring scramble.

A few conversations in the fall can make April a lot calmer.

This Financial Planning Month, we're sharing the strategies Lafayette families and business owners can consider throughout the year to stay ahead.

Read more:
https://www.morellawealthtax.com/news/tax-planning-in-lafayette-strategies-to-consider-year-round

10/07/2026

𝗔 𝗥𝗼𝘁𝗵 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗰𝗮𝗻 𝗺𝗮𝗸𝗲 𝘀𝗲𝗻𝘀𝗲 𝗳𝗼𝗿 𝘀𝗼𝗺𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗮𝗻𝗱 𝗻𝗼𝘁 𝗳𝗼𝗿 𝗼𝘁𝗵𝗲𝗿𝘀.

Timing, tax brackets, and your retirement income plans all play a role.

It's one of those decisions where the tax side and the investment side really need to talk.

Our latest article walks through what Lafayette investors should know before deciding.

Worth a look before year-end and during Financial Planning Month:
https://www.morellawealthtax.com/news/roth-conversions-in-lafayette-what-investors-should-know

09/30/2026

The first reaction is often the loudest, but it doesn’t have to be the final one.

Life regularly presents situations we didn’t request and can’t change. What remains available is the chance to pause, take a wider view, and decide how we want to respond. That choice may not alter the event itself, but it can influence the conversation, the relationship, and the person we become afterward.

One of life’s quieter strengths is learning that composure is not passivity. It is a deliberate response.

What has helped you create space between the first reaction and the one that follows?

09/29/2026

A well-managed portfolio doesn’t always mean the rest of your financial life is working together.

Investments, taxes, retirement decisions, and family goals often influence one another in ways that are easy to miss. Our latest article looks at what a longer-term wealth management approach can include and the kinds of questions worth asking along the way.

If different parts of your financial life are starting to feel more connected, this may be a helpful place to begin.

Read the full article:
https://www.morellawealthtax.com/news/building-a-long-term-wealth-management-plan-in-lafayette

09/28/2026

One conversation today could make a difference for your family tomorrow.

Estate planning is about organizing how your assets will be managed and distributed.

Tools like wills, trusts, and powers of attorney help provide guidance when it's needed most.

Planning ahead can help your loved ones navigate important decisions with greater clarity.

We believe these conversations are worth having before they're ever needed. Have you started your estate plan?

Address

2901 Johnston Street, Suite 401
Lafayette, LA
70503

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+13378950800

Website

https://www.morellawealthtax.com/

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