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Donna M. Palumbo

Director

Phone: 212-790-5761
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Overview

Based in our New York office, Donna Palumbo provides estate, gift and fiduciary income tax compliance and planning services for high net worth individuals. She specializes in complex fiduciary accounts with numerous income allocations and adjustments and has experience with estate and gift tax audits. In addition, Donna makes court appearances as a witness with respect to trust and estate litigation.

Donna has developed and led continuing professional education classes on topics related to gift, estate and fiduciary income taxation. She provides tax technical assistance to other tax professionals and attorneys, both within CBIZ and to external professionals in the legal and accounting communities.

Prior to joining the company in 2006, Donna spent ten years as a National and Local Practice Leader for the Fiduciary Income and Gift and Estate Tax practice at Ernst & Young LLP. Earlier in her career, she served as a Fiduciary Accountant at the law firm of Fried, Frank, Harris, Shriver & Jacobson.

Education

  • Litigation Paralegal, Long Island University
  • Bachelor Degree Candidate, St. John`s University
  • Associate of Arts, Liberal Arts, College of Staten Island

Professional Designations

  • Certified Public Accountant, New York
  • Internal Revenue Service, Enrolled Agent
  • Notary Public, New York State

Professional Memberships

  • New York State Society of Certified Public Accounts
  • Estate Planning Council of New York City, Board of Directors

Associated Offices

New York - CBIZ MHM, LLC - New York 1065 Avenue of the Americas
11th Floor
New YorkNY  10018
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