From Policy to Planning: What the Latest One Big Beautiful Bill Changes Mean
The OBBB introduces several changes to tax policy that impact both businesses and individuals.
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Cheryl has extensive experience working with business owners and individuals on minimizing taxes, with a focus on succession planning. With a thoughtful approach, Cheryl helps clients explore their long-term goals and plan accordingly. Leveraging Cheryl’s expertise in this area, the goal is to implement plans that achieve the wishes of the client and provide for tax-efficient transitions. Cheryl’s passion for working with corporations and individuals has allowed her to become a trusted business advisor. She has worked with clients not only in the Western New York region but also throughout the country. The breadth of this experience has allowed her to collaborate with other professional advisors to ensure that plans are flexible and innovative in the ever-changing world in which we live. Cheryl started her career with the Firm in 1991 and rejoined in 2019 adding additional strength to the tremendous talent of the Lumsden McCormick tax team.
EDUCATION
University of New York at Buffalo, Bachelor of Science, Accounting and Finance
PROFESSIONAL
American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
Exit Planning Institute® (EPI), Certified Exit Planning Advisor (CEPA)
Financial Planning Counselors of Western New York, Member, former President
Estate Analysts of Western New York, Member, former President
COMMUNITY
Community Foundation for Greater Buffalo, Treasurer, Professional Advisor Council
East Hill Foundation, Treasurer
Frank Lloyd Wright’s Martin House, Board Member
Harvest House Ministries, Board Member, former Board Chair
