Elizabeth Sevilla is a principal with Baker Tilly’s tax practice. She has more than 25 years of experience, spending much of her career focusing on individual taxation. 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.
- 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.)
- 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
- “Changes in the Philanthropic Landscape,” morning plenary moderator, Northern California Planned Giving Conference, 2023
- “California Income Taxation of Trusts and Beneficiaries,” presenter, Nevada Trust Conference, 2023
- “Qualified Business Stock (QSBS) from Planning to Trust Administration to Tax Compliance,” presenter, Nevada Trust Conference, 2023
- “Ask The Experts - Split Interest Gifts,” moderator, Northern California Planned Giving Conference, 2022
- “10 Commandments in Engaging Senior Donors,” panel discussion, Northern California Planned Giving Conference, 2019
- “High Net Worth Tax Panel – Foreign Trust Reporting,” co-presenter, HLB North America Tax, Audit, and Advisory Conference, 2019
- “Ask the Panel of Experts,” moderator, CalCPA Estate Planning Symposium, 2019
- “The Family That Gives Together Gives More: The New Tax Law and Multi-Generational Gift Planning,” presenter, Northern California Planned Giving Council’s 2018 Planned Giving Conference, 2018
- “Annual Tax Update: Estate Tax,” presenter, Peninsula Estate Planning Council Member Meeting, 2018
- “Tax Reform and Donor Engagement: Implications and Opportunities,” presenter, Sanford Institute of Philanthropy, 2018
- “Family Offices Best Practices & Tax Reform 2017 Highlights,” co-presenter, Tiger21 Member Meeting, 2018
- “The State of Estate Tax under the Trump Administration,” presenter, Bay Area Family Office Forum, 2017
- “Estate Planning Challenges” panelist at the CalCPA Estate Planning Symposium, 2017
- Chartered Life Underwriter (CLU), Bryn Mawr American College
- Charter Financial Consultant (ChFC), Bryn Mawr American College
- Enrolled Agent (EA) with the Internal Revenue Service (IRS)
Location
Walnut Creek, CA
Education
Bachelor’s degree in psychology
Bachelor's degree in economics
University of the Philippines