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Retirement planning — 2026 Rules and Year-End Deadlines

New Retirement Plan Rules for 2026: What Owners, Employees and Savers Should Do Before Year-End Retirement contributions are one of the few tax-saving tools available to nearly everyone, whether you own a business, work for one, or are nearing retirement. 2026 brings higher contribution limits and a significant change to how catch-up contributions work for […]

Seizing the Opportunity: Why Your Business Should Embrace Retirement Plans Now

If your business hasn’t embraced a retirement plan yet, now might be the perfect opportunity. The current retirement plan regulations offer generous tax-deductible contribution allowances. For instance, self-employed individuals can establish a SEP-IRA and contribute up to 20% of their self-employment income, capped at $69,000 for 2024 (up from $66,000 in 2023). If you’re an […]

 Reminder on Connecticut’s Mandatory Employer Retirement Plans

 Reminder on Connecticut’s Mandatory Employer Retirement Plans As a Connecticut small business employer, you are required to enroll in the mandatory CT Savers Plan by August 31, 2023 (extended date) or opt out of the CT plan, by implementing an employer-sponsored plan. How the CT Plan affects employers: Employers will be required to register, or […]

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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.