Jeanne has been with the Firm since 1991 and is a shareholder in the Tax Department.
She specializes in taxes and tax planning for businesses and individuals, with a concentration in real estate and service related companies and the individuals that own them. She also is involved in estate planning, and has a special interest in eldercare issues and asset protection.
Jeanne has also developed an expertise in and heads up the Firm’s activities with regard to Cost Segregation Studies.
Education
- BS in Accounting from the State University of New York at Albany
- MS in Taxation from the State University of New York at Albany
Memberships & Affiliations
- American Institute of Certified Public Accountants
- Rochester Women’s Network
- Estate Planning Council of Rochester
Jeanne Morelli is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.