Holly is a tax principal in Baker Tilly’s private wealth practice. She has more than 30 years of experience working with high-net-worth individuals, executives, business owners, attorneys, medical practitioners, financial advisors and families with multigenerational wealth. She works across Baker Tilly’s varied service offerings to develop forward-thinking, custom solutions for every client.
- Leads tax planning for high-net-worth individuals
- Advises clients on trust, gift and estate services, including trust planning, lifetime transfer planning, wealth transfer and tax analysis
- Provides strategic stock option tax planning
- Helps clients with marital dissolution planning
- Advises clients on charitable trust planning
- Assists with fiduciary trust accounting
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Society of Trust and Estate Practitioners (STEP) – Silicon Valley Chapter
- Santa Clara County Estate Planning Council
- Foothill – De Anza Foundation, Board member
Location
San Jose, CA (Gateway Place)
Education
Bachelor of Science in Commerce, emphasis in accounting
Santa Clara University