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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)
Member – Financial Women’s Association of San Francisco
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



Recently took up ice skating in an effort to keep up with twin 5th graders!