She works closely with high-net-worth individuals, owners of closely held real estate and technology companies, and corporate executives and partners of investment banking and venture capital firms. She holds expertise in several disciplines, including individual and fiduciary income tax compliance and planning, both domestic and international; estate, trust, gift and charitable planning; estate tax return preparation and post-mortem funding; business succession; executive benefit planning; and life insurance due diligence. Experience – Domestic and international individual, business, and fiduciary income tax compliance and planning – Estate, trust, gift, income and charitable planning – Estate tax return preparation and post-mortem funding – Qualified Small Business Stock (QSBS) planning and consulting – Business succession – Executive benefit planning – Life insurance due diligence – Representation of clients before taxing authorities (IRS, FTB, etc.) Involvement – American Institute of Certified Public Accountants (AICPA) – California Society of Certified Public Accountants (CalCPA), Trust and Estate Committee, chair – National Association of Enrolled Agents (NAEA) – Northern California Planned Giving Council, director – San Francisco Estate Planning Council, chair of Membership Committee, director and treasurer – Society of Financial Service Professionals – Society of Trust and Estate Practitioners (STEP) – San Francisco Foundation, Professional Advisors Council, co-chair – Silicon Valley Community Foundation, Program Committee, member