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Tag: Family financial planning

What Every Client Should Know About Financial Scams

Financial fraud targeting individuals and families has become widespread enough that it now regularly comes up in discussions among accounting and financial professionals. At a recent AICPA ENGAGE session for CPAs, four out of five attendees said they had personally worked with at least one client who had been the victim of a financial scam. […]

Trump Accounts: Everything New Parents Need to Know

A new savings program called “Trump Accounts” is launching July 4, 2026, to help families start investing for children early. Eligible children may receive a $1,000 government contribution to get started. What Is a Trump Account? A Trump Account is a tax-advantaged investment account for children under 18. A parent or guardian manages it until […]

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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.