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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.
University of New York at Buffalo, Bachelor of Science, Accounting and Finance
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, former President
Estate Analysts of Western New York, Member, former President
Western New York Planned Giving Consortium, Treasurer
Harvest House Ministries, Board Chair
WNY Women's Foundation, Planning Giving Committee
Community Foundation for Greater Buffalo, Board Member
East Hill Foundation, Treasurer
Conservation easements are a useful way for taxpayers to lower their income and estate taxes while keeping ownership and use of their properties. They have been widely used in estate planning for a long time.
IRD assets pose unique challenges in estate planning; we can assess your situation, identify IRD assets, and devise appropriate strategies to manage the tax implications.
Estate planning involves some specific terms that may not be easy to understand for beginners. While some concepts like wills, trusts, and executors might be familiar, other terms might need more explanation. To help with understanding, here's a list of important terms that are frequently used in estate planning activities.
Join us as our panel of experts discusses the current charitable giving landscape and how nonprofit organizations can engage donors to maximize giving.
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