Elizabeth Sevilla is a principal with Baker Tilly’s tax practice. She has more than 25 years of experience, spending much of her career focusing on trust, estate, gift and individual taxation. She works closely with high-net-worth individuals, owners of closely held businesses including real estate and technology companies, corporate executives and partners of investment banking and venture capital firms. She holds expertise in several disciplines, including individual and fiduciary income tax compliance and planning, both domestic and international; estate, trust, gift and charitable planning; estate tax return preparation as well as pre and post-mortem planning; business succession; executive benefit planning; and life insurance due diligence.
- Domestic and international individual, business, and fiduciary income tax compliance and planning
- Estate, trust, gift, income and charitable planning
- Estate tax return preparation and post-mortem funding
- Qualified Small Business Stock (QSBS) planning and consulting
- Business succession
- Executive benefit planning
- Life insurance due diligence
- Representation of clients before taxing authorities (IRS, Franchise Tax Board (FTB), etc.)
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA), Trust and Estate Committee, former chair
- National Association of Enrolled Agents (NAEA)
- Northern California Planned Giving Council, past director
- San Francisco Estate Planning Council, council president
- Society of Financial Service Professionals
- Society of Trust and Estate Practitioners (STEP)
- San Francisco Foundation, Professional Advisors Council, former co-chair
- Silicon Valley Community Foundation, Program Committee, member
- “Death, Taxes, and Exit Planning: How to Keep More of What You Worked for,” presenter, PROXIMO at AVANCE Global Conference, 2025
- “Equity Unlocked: Maximizing the Value of Your Board Compensation,” presenter, Latino Corporate Directors Association 10th Annual Board Leaders Convening, 2025
- “Federal Fiduciary Income Taxation” Nevada Tax & Trust Conference, 2025
- “Uniform Fiduciary Income Taxation in California” presenter, Nevada Tax & Trust Conference, 2024
- “Changes in the Philanthropic Landscape,” morning plenary moderator, Northern California Planned Giving Conference, 2023
- “California Income Taxation of Trusts and Beneficiaries,” presenter, Nevada Trust Conference, 2023
- “Qualified Business Stock (QSBS) from Planning to Trust Administration to Tax Compliance,” presenter, Nevada Trust Conference, 2023
- “Ask The Experts - Split Interest Gifts,” moderator, Northern California Planned Giving Conference, 2022
- Chartered Life Underwriter (CLU), Bryn Mawr American College
- Charter Financial Consultant (ChFC), Bryn Mawr American College
- Enrolled Agent (EA) with the Internal Revenue Service (IRS)
