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.

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. 

Bachelor of Science in Commerce, emphasis in accounting
Santa Clara University

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 

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

Individual Income Tax Planning & Compliance

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