Grassi Adds New Trust & Estate Partner to Private Client Services Practice
Jericho, N.Y., June 27, 2023 – Grassi, a leading provider of advisory, tax and accounting services, has announced the addition of Melissa Gonzalez, CPA, AEP® to the firm’s partner group. Gonzalez joins Grassi’s established Trust & Estate and Private Client Services teams and will focus on helping the firm’s high-net-worth clients develop strategic wealth preservation and tax mitigation plans.
A certified public accountant and accredited estate planner, Gonzalez has deep knowledge of evolving tax law and its application to individuals, trusts, estates and family offices. She has more than 25 years of experience in fiduciary tax compliance, estate planning and wealth transfer strategies.
Prior to joining Grassi, Gonzalez was a tax partner at a national accounting firm, where she specialized in trust and estate planning and compliance. She has expertise in lifetime gift planning, generation-skipping transfer (GST) tax and fiduciary, estate and gift tax filings.
Gonzalez holds a B.S. in Accounting from Bentley University. She is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). She currently sits on the NYSSCPA Estate Planning Committee.
A resident of Centerport, New York, Gonzalez is also the past president of the Board of the Estate Planning Council of Nassau County. She currently volunteers her time as Treasurer of the Board of the Moxxie Mentoring Foundation, a nonprofit based in Long Island, New York.
