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Judy Tam

Judy Tam

CPA

Director

+1 (650) 365 4646

Judy Tam is a director with Baker Tilly’s tax practice. She has more than 15 years of experience. She helps clients identify and reach their personal planning goals while minimizing taxes.

  • Tax planning and compliance for high-net-worth individuals and multigenerational families
  • Trust, estate and gift transfer tax planning and compliance, as well as advisory
  • Wealth transfer planning
  • Tax advisory and compliance for private foundations and trusts
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Location

Redwood City, CA

Education

Master of Science in taxation

Golden Gate University

Bachelor of Business Administration

San Jose State University

Expertise