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This profile was last updated on 2/23/15  and contains information from public web pages and contributions from the ZoomInfo community.

Cheryl J. Schaffer

Wrong Cheryl J. Schaffer?

Tax Partner

Wright Ford Young & Co
Phone: (949) ***-****  HQ Phone
Wright Ford Young & Co.
16140 Sand Canyon Ave Second Floor
Irvine , California 92618
United States

Company Description: Wright Ford Young & Co. is a full service CPA firm offering audit, tax and consulting services. The firm is one of the largest Orange County based accounting and...   more
Background

Employment History

Board Memberships and Affiliations

  • Board Member
    Orange Coast Estate Planning Council

Education

  • Masters , Taxation
    Golden Gate University
  • B.S.
    California State Long Beach
  • master of science degree , taxation
    Golden Gate University
  • Bachelor of Science degree
    California State University , Long Beach
29 Total References
Web References
Cheryl J. Schaffer - Tax ...
www.cpa-wfy.com, 23 Feb 2015 [cached]
Cheryl J. Schaffer - Tax Partner
...
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 annually for the Estate and Trust Section of the Orange County Bar Association. 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.
Cheryl and her husband Joe, married since 1979, live in Orange in a house listed in the Historic Register as a "modest 1912 California bungalow.
Cheryl Schaffer, Partner of ...
www.cpa-wfy.com, 23 Feb 2015 [cached]
Cheryl Schaffer, Partner of Estates and Trust at cheryl@cpa-wfy.com
Practice Leaders - Wright Ford Young - CPA based in Irvine, Orange County
www.cpa-wfy.com, 22 Sept 2013 [cached]
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, she 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. Cheryl has a special passion for clients who generously include charities as beneficiaries of their estate plans, because giving back is important to her, too.
Cheryl 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.
Cheryl 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. She has provided expert witness testimony in the Orange County and Los Angeles County Probate Courts.
Cheryl and her husband, Joe, married since 1979, live in Orange in a house listed in the Historic Register as a "modest 1912 California bungalow.
Careers - Wright Ford Young - CPA based in Irvine, Orange County
www.cpa-wfy.com, 22 Sept 2013 [cached]
Estate and Trust Department - Cheryl Schaffer, cheryl@cpa-wfy.com
Wright Ford Young & Co.
www.cpa-wfy.com, 4 Dec 2010 [cached]
Cheryl J. Schaffer , C.P.A., M.S.T. Partner of Estates and Trusts (949) 910-2727 cheryl@cpa-wfy.com
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