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)