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Principal
Park Avenue
Client Advisory
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.
Cheryl Donaldson
Tax Strategies
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.
Financial Planning
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.
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.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
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