Anna has over ten years of experience in tax planning, research and tax compliance. Her 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. Anna is experienced with individual, trust, estate, nonprofit, corporate and pass-through entities. Her industry focus includes high-net-worth individuals, public charities, private foundations, software, professional services, high-tech, biotech, venture capital, hedge fund and real estate management.
Anna Su holds an active CPA license in California.
Enjoys adventure travel and manages to get out of the country at least once a year.