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Selena
Yeung, CPA
600 California Street, Suite 600
San Francisco, CA 94108

Overview

Selena is a Partner in BPM's San Francisco tax practice. Her areas of expertise include individual income tax planning, stock options planning, retirement planning, estates and trusts planning, financial planning, and wealth transfer planning. Her clients include individuals, corporate executives, and family-owned businesses.

Selena is very knowledgeable in the areas of gifts and estate tax planning. She advises clients on wealth preservation for large estates, estate and gift tax savings techniques, trust administration, charitable planned giving.

Selena has over sixteen years of public accounting experience, including seven years at PWC prior to joining BPM. She is fluent in Cantonese.

Interesting Tidbit

Enjoys travelling and spending time with Coco her 8 year old Chow Chow.

Community

  • Member - American Institute of Certified Public Accountants (AICPA)
  • Member - California Society of CPAs (CalCPA)
  • Member - San Francisco Estate Planning Council
  • Board Member - Young Audience Arts for Learning of Northern California (YANC)
  • Graduate of Leadership San Francisco (2008 - 2009)

Related Industry

Education

University of San Francisco MBA, Finance
University of San Francisco, B.S., Accounting
Licensed Certified Public Accountant in California

Languages

Cantonese