Bonnie J. Orr

Bonnie J. Orr, CPA is a shareholder of Judelson, Giordano & Siegel CPA, P.C. and began her career in public accounting in 1981. Ms. Orr specializes in the area of estates and trusts and provides expert tax and accounting advice to a wide range of closely held businesses. Working closely with clients and their attorneys, she delivers estate and personal tax planning strategies which maximize the transfer of wealth to future generations and provides for a long and comfortable retirement without losing sight of a client’s current financial needs.

Ms. Orr 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.

Currently serving as an officer and board member of several local charities, Ms. Orr is also a past president of the Hudson Valley Estate Planning Council.

Ms. Orr has a Bachelor of Science degree from LeMoyne College and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.