Yvonne is a tax director with more than 20 years of experience working in the San Francisco Bay Area. Her clients include high net-worth individuals, closely held entities, trusts and estates. Her clients include private equity and hedge fund partners, closely held business owners, corporate executives and multi-generational families. Yvonne has also worked with U.S. inbound individuals on cross-border tax issues.
- Provides income tax planning, including multiyear planning and cash flow analysis
- Advises clients on gift and estate planning
- Assist with post-mortem planning on estates including funding of sub-trusts
- Advises clients on equity compensation planning
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
Location
San Francisco, CA
Education
Golden Gate University
(San Francisco, California)
Master of Science in accountancy
Master of Science in taxation