Emily Aerni
CPA
About
Expertise
Articles
Emily specializes in tax planning, compliance, and wealth management for high-net-worth individuals and their families. She is dedicated to understanding her clients’ unique financial objectives and providing tailored strategies to optimize tax savings and achieve their goals.
Emily joined Bober Markey Fedorovich in 2025 with nearly 10 years of experience serving high-net-worth clients.
Specializations
- High-Net-Worth Individuals
- Private Client Services
- Tax Planning & Compliance
- Individual and Trust Taxation
Professional and Civic Memberships and Activities
- American Institute of Certified Public Accountants (AICPA)
- Junior Achievement of North Central Ohio, board member
Certifications
- Certified Public Accountant
Education
- Bachelor of Science in Business Administration, Accounting, John Carroll University
CliftonStrengths®
- Positivity
- WOO
- Communication
- Harmony
- Developer
Service Experience
Tax - Private Client Services
Tax Deadline Approaching: When to File Now vs. Request an Extension
As the April 15 tax deadline approaches, many individuals find themselves short on time, missing documents, or facing complex tax situations. If you’re feeling behind, you’re not alone—and you still have options to avoid costly mistakes and penalties. Below. Read More >>
2026 Retirement Planning Guide: Navigating SECURE 2.0 & Key Deadlines
As we move through 2026, retirement planning continues to evolve—especially with several key provisions of the SECURE 2.0 Act now fully in effect. Whether you’re an employee, business owner, or high-income individual, understanding the deadlines, new opportunities, and planning. Read More >>