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Author: Linda Mcquillan

Unlocking Tax Benefits: IRS R&D Credit for Food and Beverage Manufacturing

Unlocking Tax Benefits: IRS R&D Credit for Food and Beverage Manufacturing In the realm of food and beverage manufacturing, innovation is the key to success. From the creation of new recipes and flavors to the development of safer packaging and adherence to rigorous food safety standards, the industry continuously strives to meet evolving consumer demands. […]

Addressing IRA RMD Requirements Upon Death of an Owner

Addressing IRA RMD Requirements Upon Death of an Owner If an IRA owner who is taking required minimum distributions (RMDs) dies before withdrawing their annual RMD, the RMD remains subject to the same withdrawal rules. This is a daunting prospect for an estate administrator or a beneficiary, as they generally have little time to act […]

Connecticut Expands and Further Defines Sick Leave Under SB2

06 July 2023 Connecticut Expands and Further Defines Sick Leave Under SB-2 On June 26, 2023, Connecticut’s governor signed SB 2, which expands the reasons covered employees can use leave under the state’s paid sick and safe leave law, effective October 1, 2023. Recap on Connecticut Paid Sick and Safe Leave: Connecticut was an early adopter of […]

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Sherri Fisher is a Tax Manager at Accavallo & Company, LLC.  Sherri has longstanding expertise in Trust and Estate Taxation, Eldercare, and Estate planning. Sherri appreciates the relationships she has built with estate planning attorneys and advisors, to provide a team approach to assisting her clients. Sherri also has seasoned experience in business and individual taxation and is partial to assisting start-ups in developing overall accounting and operating plans.

Prior to joining Accavallo & Company, LLC, Sherri was a manager in a large firm, servicing high net worth trust clients, business, and personal clients. She was also a Partner in a large bookkeeping firm, which specialized in cloud accounting systems for regional and national companies. Sherri led a team in assisting clients to organize their accounting systems.  She is a graduate of Florida Atlantic University with a B.S. degree in Accounting.    

Sherri’s experience includes working with companies and organizations in a variety of industries including:

  • Investment Trusts

  • DAPT and Family Investment Partnerships

  • Estate and Probate Administration

  • E-Commerce

  • Manufacturing

  • Construction

  • Real Estate Investment

  • Marketing and Service-based industries

In addition to her professional accomplishments, Sherri is an Intuit Advanced Pro Advisor, Intuit Future Firm Advisory Board member, member of the Valley WIN Network, and proudly served as past Connecticut Public School liaison for the Yale Tommy Fund for Childhood Cancer. Sherri enjoys time with her family, Cleveland sports, thrifting and gardening.