Wendy Serota, Tax Accountant, oversees the preparation of estate and inheritance tax returns, as well as income and foundation tax returns for the firm’s Trust and Estates Department. She provides support to the attorneys preparing complex estate tax projections and managing the Department’s gift tax responsibilities. She provides guidance to the fiduciary administrators with estate and income tax filings and resolves client matters with federal, state and local taxing authorities. Ms. Serota has been in practice for over 20 years.
Education
Temple University, Fox School of Business, MBA
Temple University, Fox School of Business, BBA, Accounting and Business Law
Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Pennsylvania Institute of Certified Public Accountants (PICPA)
Philadelphia Estate Planning Council
Other Distinctions
Pennsylvania State Certified Public Accountant
Community & Pro Bono
Jewish Federation and Jewish Family Services (JFS), Volunteer
