Accavallo & Company LLC provides the latest blog posts and news updates on trends, regulations, and best practices in the tax and accounting industry. Stay informed with expert analysis and timely updates tailored to support businesses and individuals navigating financial challenges.
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Starting in 2025, the SECURE 2.0 Act introduces a new opportunity for eligible participants aged 60 to 63 to make *super-catch-up contributions* to their retirement
As we enter 2025, CFOs face a rapidly evolving business environment with high stakes. Rising interest rates, ongoing political uncertainties, and global economic shifts present
Mark Your Calendar: Applications Open January 1, 2025 Starting January 1, 2025, Connecticut residents with student loan debt can apply for financial relief through the
December 16, 2024 – Accavallo & Company LLC Businesses across the United States received a major update regarding the Beneficial Ownership Information (BOI) filing requirements
In today’s digital landscape, small businesses face a myriad of cybersecurity threats that can wreak havoc on their operations, finances, and reputation. From ransomware attacks
With most businesses having a website today, it’s important to understand how these costs are treated for tax purposes. While the IRS hasn’t issued specific
Brad, the development director of an international environmental charity, was excited to hear that a past supporter was pledging a new, six-figure donation. But there
Providing health coverage is a valuable part of employee benefits, yet the administrative responsibilities tied to offering insurance can be challenging to navigate. A key
With Donald Trump poised to return to the White House next January, tax planning will be a top priority as his administration looks to fulfill
If your business relies on real estate for its operations, or if your company holds property under its name, it may be worth exploring the
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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.
