High Net Worth Individuals
Estates & Trusts
Oxana Olach is a licensed CPA who received her BBA in Accounting from Baruch College, the City University of New York with a Minor in Psychology.
Oxana is responsible for working with clients to develop and implement strategies that are tailored to their financial goals, including wealth transfer, tax and estate planning. She provides guidance in income tax consulting (including personal and fiduciary income tax), transfer tax consulting (including gift, estate and generation skipping transfers), federal, state and local tax compliance services and representation before Federal and State tax authorities.
Oxana started her career more than 15 years ago with Anchin, Block and Anchin LLP - a CPA firm in New York City - in the Trusts and Estates department of their Private Client Group. She was a member of Anchin Women Initiative Network (AWIN) Committee, which focused on professional development of women. She was highly involved in the Firm’s mentorship program and played a key role in the recruiting and training processes.
After Anchin and prior to joining Calegari and Morris, Oxana worked as a Senior Tax Manager at Geller Advisors LLC - a Multi Family Office in Manhattan.
Oxana authored several articles, including “Important Conversations: Talking to Kids About Money”, “Legacy Planning - Preserving Family’s Wealth and Core Values”, “When Pursuing Your Passion for Wine is a Good Investment” and “Loyalty Returned - Caring for Fido From Beyond”.
She is a member of the American Institute of Certified Public Accountants (AICPA), Estate Planning Network/Family Office Committee and the Art Collecting Network.