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 Bachelor of Science degree from California State University, Long Beach, in 1986 and her master of science degree 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.
After seven years with BDO
moved to a small boutique firm specializing in estate planning, where she
was promoted to partner.
In 2003, after practicing in her own firm for five years, Cheryl joined Wright Ford Young & Co. to head the estate and trust department.
Under Cheryl's leadership, the Estate and Trust Department 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 one.
The team strives to treat grieving clients with the compassion they should expect.
has a special passion for clients who generously include charities as beneficiaries of their estate plans, because giving back is important to her
gives back to her
community by participating in several committees and boards.
She 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 eight years, and in 2010, served as the Council's President.
Cheryl currently serves on UCI's Professional Advisory Committee.
also actively contributes to local education.
She 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 annually for the Estate and Trust Section of the Orange County Bar Association.
has provided expert witness testimony in the Orange County and Los Angeles County Probate Courts.
husband, Joe, married since 1979, live in Orange in a house listed in the Historic Register as a "modest 1912 California bungalow.