Cheryl A. Jankowski
Cheryl is a Partner specializing in tax planning for closely held businesses and their owners, focusing on estate and trust planning techniques. She provides planning and compliance services for large closely-held companies and their individual owners which include helping to structure new business ventures and transition of business interests. She is also very involved in firm initiatives such as the structuring of the internship program and assisting staff in focusing on obtaining their CPA licenses.
Previously, Cheryl was a Tax Manager with a local public accounting firm for eleven years with a focus on planning and compliance services for high net-worth individuals.
Her selected experience includes:
Specializes in estate and trust planning techniques for high net-worth individuals
Works extensively with clients to structure estate plans that include the use of GRATs, defective trusts and family partnerships
- Presented seminars for members of the Tax Institute
Frequent speaker on estate and gift planning techniques
Cheryl's professional and community affiliations include:
Estate Analysts of Western New York, President
Financial Planning Counselors of Western New York
American Institute of Certified Public Accountants
Cheryl holds a BS in Accounting and Finance from the State University of New York at Buffalo.