Bonnie J. Orr, CPA, is a shareholder of Judelson, Giordano & Siegel, CPA, PC. Bonnie began her career in public accounting in 1981.
In addition to providing tax and accounting advice to a wide range of closely held businesses, Bonnie specializes in the area of estates and trusts. Bonnie works closely with clients and their attorneys, providing estate and personal tax planning strategies to maximize the transfer of wealth to future generations, and provide for a long and comfortable retirement without losing sight of a client’s current financial needs.
Bonnie has worked extensively in the complex areas of the generation skipping tax, living trusts, life insurance trusts, personal residence trusts, charitable remainder trusts, special needs trusts and family limited partnerships.
Bonnie currently serves as an officer and board member of several local charities. She is also a past president of the Hudson Valley Estate Planning Council.
Bonnie received her Bachelor of Science degree from LeMoyne College. She is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.