Yvonne is a director in Baker Tilly’s private wealth practice. With more than 20 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. She has also worked with U.S. inbound individuals on cross-border tax issues. Yvonne works across Baker Tilly’s varied service offerings to develop forward-thinking, custom solutions for every client.
- 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
Master of Science in accountancy
Master of Science in taxation
Golden Gate University
(San Francisco, California)
Bachelor of Arts in French
University of California