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.

Yvonne is a director in Baker Tilly’s private wealth practice.

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)

Individual Income Tax Planning & Compliance

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