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Shareholder, Tax


Office: Palo Alto
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Over 20 years of experience in tax planning, research and tax compliance. Experience includes minimizing federal and state tax liabilities, stock option planning, estate planning, preparation of tax projections, analyzing alternatives, identifying and researching complex tax issues, and representing clients before the IRS and Franchise Tax Board. Experienced with individual, trust, estate, nonprofit, corporate and pass-through entities. Industry experience includes high-net-worth individuals, public charities, private foundations, software, professional services, high-tech, biotech, venture capital, and real estate management.

Professional Affiliations



  • Board of Directors, Finance Committee, Audit Committee – Family and Children’s Services
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California Society of CPAs (CalCPA)
  • Co-Chair – Financial Women’s Association of San Francisco, Silicon Valley Chapter
  • Member – Menlo College - School of Business Advisory Board
  • Past Member – Board of Governors, University of San Francisco Law School

Education



  • LLM/Taxation – Golden Gate University
  • JD – University of San Francisco
  • BS/Business Administration – Menlo College
  • Graduate of Leadership San Francisco

Interesting Tidbit



Once trapped a bat using a trash can and a tennis racket.