Bonnie J. Orr is a Partner at PKF O’Connor Davies with over 40 years of experience. Prior to joining the Firm, she was a shareholder of JGS, CPA, P.C.
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 help 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.