Sessions
California Income Taxation of Trusts & Beneficiaries, Chablis Room
2:40 PM - 3:30 PM Tue
QSBS: From Planning to /Trust Administration to Tax Compliance, Champagne 1
3:45 PM - 4:45 PM Tue
Elizabeth has over 25 years of experience. She has spent the vast majority of her career with individual taxation and is a leader in the firm’s Trust & Estate Practice. Elizabeth 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.
Elizabeth joined Seiler in 2009. Prior to that, she served as a Senior Tax Director for BDO, a Senior Tax Manager for Deloitte, and a Senior Tax Manager for KPMG. She is a certified Enrolled Agent (EA) with the Internal Revenue Service (IRS), and a Chartered Life Underwriter (CLU) and Charter Financial Consultant (ChFC) through Bryn Mawr American College. Elizabeth earned a bachelor’s degree in Psychology and a bachelor's degree in Economics from the University of the Philippines.