Navigating Year Of Death Tax Opportunities and Hazards
Special venue for February! Las Casuelas Nuevas, Rancho Mirage. Delicous Mexican buffet in a beautiful setting followed by a very informative presentation by estate tax expert, Cheryl J. Chaffer, CPA, MST.
Cheryl began her career with BDO Seidman in 1987, where she trained directly under and was personally mentored by BDO’s International Partner in Charge of Estate Planning. After 7 years with BDO, she moved to a small boutique firm specializing in Estate Planning where she was promoted to Partner. In 2003, after practicing in her own firm for 5 years, she joined Wright Ford Young & Company to head the Estate & Trust Team.
Under Cheryl’s leadership, the Estate and Trust Team has saved clients millions of dollars in estate tax. In addition, she and the Team are especially sensitive to the delicate family issues surrounding loss of a spouse, partner or other loved ones. The Team strives to treat grieving clients with the compassion they should expect. She has a special passion for clients who generously include charities as beneficiaries of their estate plans.
Cheryl is a frequent lecturer on estate and income tax issues, has instructed other CPAs for continuing education programs, has taught private foundation taxation at the graduate level and has lectured annually for the Estate and Trust Section of the Orange County Bar Association. She has provided expert witness testimony in the Orange County and Los Angeles County Probate Courts.