Stacy brings over 20 years of public accounting experience to her client engagements. As a member of the firm’s Trust and Estate Tax practice, Stacy focuses on providing tax consultation to help her clients’ achieve their estate planning, gifting, and charitable giving goals. She specializes in estate tax compliance and sub-trust allocations. Stacy has extensive experience working multi-generational trust ownership and planning. Stacy works with high net worth individuals and their related entities, partnerships, and trusts. She has experience working with closely-held businesses which results in her ability to address the needs of the business and business owner in an integrated manner to help her clients achieve tax savings.
Stacy is a graduate of the University of California, Los Angeles, where she obtained a bachelor’s degree in economics, with a minor in accounting. She is a Certified Public Accountant in the state of California and a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She began her career in public accounting at HCVT.
Professional and Community Involvement
American Institute of Certified Public Accountants
California Society of Certified Public Accountants