Cheryl Jankowski

Partner at Lumsden McCormick CPAs and Advisors

Role
Partner at Lumsden Mccormick Cpa
Location
Buffalo, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Cheryl Jankowski

I specialize in planning and tax compliance for closely-held businesses and high-net-worth individuals. I have worked extensively with clients to structure estate plans that include the use of GRATs, defective trusts and family partnerships. In addition, I have worked with trustees on fiduciary accounting and trust income tax matters.Outside of my client work, I am very involved with our firm initiatives such as structuring our internship program and assisting staff in focusing on obtaining their CPA licenses.

Experience

  1. Partner

    Lumsden Mccormick Cpa

    May 2019 — Present · Buffalo/Niagara, NY, US

Education

  • University at Buffalo School of Management, The State University of New York

    Bachelor of Science (B.S.), Accounting and Finance

    1987 — 1990

Skills

  • Estate Planning
  • High Net Worth Individuals
  • Grats
  • Family Partnerships
  • Family Business
  • Trusts
  • Financial Planners
  • Fiduciary
  • Income Tax
  • Gift Tax
  • Tax

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Cheryl Jankowski — Partner at Lumsden Mccormick Cpa in Buffalo, NY, US | Unifers