Last Update

2016-08-17T00:00:00.000Z

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Cheryl J. Schaffer

Professional Advisory Council

University of California , Irvine

HQ Phone: (714) 456-8200

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University of California , Irvine

101 The City Drive Bldg. 23; Route 81

Orange, California 92868

United States

Company Description

About the University of California, Irvine: Founded in 1965, UCI is the youngest member of the prestigious Association of American Universities. The campus has produced three Nobel laureates and is known for its academic achievement, premier research, inn ... more

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Background Information

Employment History

Partners and Principal

MGI

Partner

Estates

President

Wright Ford Young & Co

Affiliations

Professional Advisory Committee
UCI

Member
Bloom

Board of Trustees Member
Soup Kitchen

Board Member
Society of Trust and Estate Practitioners

Education

B.S.

California State Long Beach

Bachelor of Science degree

California State University , Long Beach

MST

Masters

Taxation

Golden Gate University

Web References (50 Total References)


Practice Leaders - Irvine and Orange County CPA Wright Ford Young & Co.Irvine and Orange County CPA Wright Ford Young & Co.

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Cheryl J. Schaffer - Senior Partner, Estates & Trusts

...
Cheryl J. Schaffer - Tax Partner Cheryl J. Schaffer is well recognized for her work in tax planning and preparation for high net-worth individuals, estates, trusts, and private foundations. Cheryl obtained her B.S. from California State Long Beach in 1986 and her Masters in Taxation from Golden Gate University in 1991.
Cheryl began her career with BDO Seidman in 1987, where she trained directly under and was personally mentored by BDO's International Partner in charge of Estate Planning. In 2003, after practicing in her own firm for 5 years, she joined Wright Ford Young & Company to head the Estate & Trust Team.
Under Cheryl's leadership, the Estate and Trust Team has saved clients millions of dollars in estate tax. In addition, she and the Team are especially sensitive to the delicate family issues surrounding loss of a spouse, partner or other loved ones. The Team strives to treat grieving clients with the compassion they should expect. She has a special passion for clients who generously include charities as beneficiaries of their estate plans.
Cheryl is a frequent lecturer on estate and income tax issues, has instructed other CPAs for continuing education programs, has taught private foundation taxation at the graduate level and has lectured for the Estate and Trust Section of the Orange County Bar Association in addition to the University of California, Irvine School of Law. She has provided expert witness testimony in the Orange County and Los Angeles County Probate Courts.
Cheryl is the past chairperson of the California Society of CPAs Estate Planning Committee, past president of the Partnership for Philanthropic Planning, past chairperson of the American Heart Association's Planned Giving Committee, and Former Board Member of Someone Cares Soup Kitchen. She served on the Board of Orange Coast Estate Planning Council for 8 years and in 2010 served as the Council's President. She is a former Board Member of the Society of Trust and Estate Practitioners and serves on the University of California Irvine's Professional Advisory Council.


Cheryl ...

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Cheryl Schaffer Email: cheryl@cpa-wfy.com


Cheryl Schaffer, Partner of ...

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Cheryl Schaffer, Partner of Estates and Trust at cheryl@cpa-wfy.com


Efficient and Easy Estate Planning - Irvine and Orange County CPA Wright Ford Young & Co.Irvine and Orange County CPA Wright Ford Young & Co.

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Cheryl J. Schaffer, C.P.A., M.S.T.

Partner of Estates and Trusts


Incredible gifting opportunity under the Tax Relief Act of 2010! - Irvine and Orange County CPA Wright Ford Young & Co.Irvine and Orange County CPA Wright Ford Young & Co.

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If you would rather have your wealth to be available for your heirs and/or charitable purposes instead of going to Uncle Sam, we urge you to contact our office and schedule a one-hour estate planning consultation with Cheryl Schaffer.

...
Cheryl J. Schaffer, C.P.A., M.S.T
Partner of Estates and Trusts

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