Angela Percella

Managing Director – New York

Angela Percella has over 24 years of experience in taxation. She assists high net worth individuals and families as well as corporate executives in developing and implementing financial and tax strategies. Her primary practice areas include:

• Personal financial planning
• Income tax planning
• Estate, gift and generation-skipping tax planning
• Investment planning
• Retirement planning
• Pre- and post-IPO planning

Angela works with closely held businesses and their owners to maximize family capital retention and minimize income and estate taxes. She has significant experience in helping companies develop personal financial planning programs for their executives.

Before joining WTAS, Angela was a Tax Partner in an international professional services firm, where she was a member of the firmwide advisory groups for financial planning and individual income taxes. She also was a founding steering committee member of that firm’s Growth and Retention of Women initiative, and a founding member of the firm’s New York Office Diversity Council.

Email: angela.percella@wtas.com

Office: 646.213.5128

Fax: 646.213.6527

Education

• New York Insitute of Technology, BS (Accounting)
• New York University, Certified Financial Planner Curriculum

Affiliations

• American Institute of CPAs
• New York State Society of CPAs
• National Association of Female Executives
• National Association of Women Business Owners