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Biography

Cheryl is a Principal and a member of the firm’s Executive Financial Counseling team. With over 20 years of extensive tax and legal experience, she provides comprehensive tax analysis, planning, and guidance as part of the overall financial plan for corporate executives and high net worth individuals.

Prior to joining the Cerity Partners team, Cheryl worked as an independent consultant/quality control reviewer. Her clients included law firms, CPA firms, and a boutique financial planning firm serving creative artists. In addition, she provided tax services to her own individual clients. Before moving to Florida, Cheryl was a Staff Attorney in the Parsippany, NJ office at The Ayco Company, a Goldman Sachs company and she subsequently worked there remotely and seasonally as a tax reviewer for many years. Before working at The Ayco Company, Cheryl worked at Andora & Romano in Paramus, NJ as an elder law attorney.

Education

  • B.A. from Tufts University
  • J.D. from New York Law School

Highlights

  • Admitted to the Florida, New York, and New Jersey bars
  • Enrolled Agent with the IRS

Latest Insights

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Cheryl Donaldson

Principal

Tax Strategies

Mitigating State “Millionaire’s Tax”: Filing Separately in Your State May Provide Relief

With the passage of the Tax Cuts and Jobs Act of 2017 that eliminated the “marriage penalty” tax brackets, filing a joint federal tax return has mainly become a foregone conclusion for married couples. Under certain circumstances, couples may still opt to file separately. Partner Dan Park and Principal Cheryl Donaldson outline several factors that warrant careful consideration and planning when filing your taxes.

Cheryl Donaldson

Principal

Financial Planning

401(k) Planning for 2023

Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Cheryl Donaldson

Principal

Financial Planning

Ways to “Supercharge” Your 401(k)

A traditional pre-tax dollar funded 401(k) will grow tax-free over its lifetime, however there are factors to consider that could "supercharge" your 401(k) growth.

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Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

Principal

Investing

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Paul Chmielewski

Partner

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.