New York-based IPA 100 firm Grassi & Co. (FY21 net revenue of $100 million) has admitted Melissa Gonzalez to its partnership. Gonzalez joins the firm’s trust and estate and private client services teams, focusing on wealth preservation and tax mitigation plans for high-net-worth clients.
Gonzalez has more than 25 years of experience in fiduciary tax compliance, estate planning and wealth transfer strategies. Prior to joining Grassi, she was a tax partner at a national accounting firm, where she specialized in trust and estate planning and compliance.