Donna M. Perrette
Manager
"My goal is to guide clients through the complexities of trust and estate taxation, helping them stay ahead of evolving laws and prepare confidently for the future."
Donna M. Perrette has more than 10 years of accounting and legal experience in both the public and private sectors. She specializes in providing tax compliance services for trusts and estates, as well as high-net-worth individuals.
Her role includes preparing and reviewing federal and state estate tax returns, as well as fiduciary income tax returns. In addition to her compliance work, Donna collaborates with clients, attorneys and financial advisors to support estate planning strategies, gifting considerations and long-term wealth transfer goals.
Donna is also a contributor to the organization’s Thought Leadership articles.
Professional Affiliations and Civic Involvement
- New Jersey State Bar Association (NJSBA)
Accreditations
- Certified Public Accountant (New York)
- Licensed Attorney (New York, New Jersey)
Education
- New York Law School, Juris Doctorate degree
- State University of New York at Albany, Bachelor of Science degree in Accounting