Michele P. Ferrara, CPA, Director

• Estate Planning
• Income Tax Planning
• Wealth Succession

• Private Client Wealth Services

• Georgia State University - Master of Taxation
• Furman University - Bachelor of Arts in Accounting

Michele P. Ferrara, CPA, is a director in the Tax and Accounting Department of Morrison, Brown, Argiz & Farra, LLP in the Private Client Wealth Services Group.

She has been in practice since 1988 in the areas of income tax planning and compliance for individuals, trusts, estates, partnerships, corporations and private foundations. Michele specializes in estate planning matters, with a primary focus on wealth succession planning, charitable giving strategies, asset protection techniques and family business continuity for individuals with significant high personal net worth.

Michele has extensive experience with fiduciary and partnership formation, accounting and compliance matters. She represents clients at the federal and state levels for income, gift and estate tax examinations. She also develops wealth preservation strategies to shield clients’ from unnecessary income and transfer taxes. She acts as the liaison for all the members of her clients’ estate planning team, including attorneys, insurance advisors, investment professionals, actuaries and appraisers. Through these coordinated efforts, she ensures the proper implementation of the strategies developed into an overall integrated plan.

• American Institute of Certified Public Accountants
• Florida Institute of Certified Public Accountants
• Boca Raton Estate Planning Council
• Boca Raton Tax Institute

• Junior League of Boca Raton - Past Finance Vice President and Treasurer
• St. Jude School Association