Elizabeth is a Manager of Tax at BPM. She provides tax planning and compliance services to closely held family businesses, their owners and related entities. In Santa Rosa, she works closely with the tax team to provide outstanding client service to large and small flow-through entities and to assist owners in meeting their personal financial goals. She has an extensive background in working with high net worth individuals and enjoys assisting those clients with wealth transfer objectives through gifting and estate planning.
Awards & Honors
2014 - North Bay Business Journal - Forty under 40