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Proper Trust Administration: Key Steps and Considerations

Trust administration is a multifaceted process that demands careful attention to detail, compliance with legal requirements, and effective communication with all stakeholders. To ensure that trusts are administered efficiently and in line with the grantor’s intentions, trustees must adhere to a series of essential steps and practices. INITIAL STEPS: The Trust Agreement: The trust agreement […]

About Accavallo & Company, LLC

Accavallo & Company, LLC services a diversity of clients and we recognize that each client has individual financial needs. We are able to provide the knowledge and expertise necessary to succeed in today’s competitive market place.
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Office Location:

1000 Bridgeport Avenue, Suite 410, Shelton, CT 06484

Telephone

203-925-9600

Email

[email protected]

RingCentral

(619) 573-1696

Office Hours:

Monday - Friday: 8:30 AM to 5:00 PM

We are open on Saturdays starting from the second week in February to April 15th from 9:00 AM to 1:00 PM.

Extended evening hours are available upon request.

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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.