Christina brings over 20 years of experience providing tax consulting and compliance services to high net worth individuals and their related entities and trusts. Christina has extensive experience addressing k-1’s with complicated disclosures and multi states, analyzing the passive loss rules and the complexities with net investment income. Christina addresses the tax complexities associated with estate and gift tax planning, stock option and retirement planning, business succession planning, planning for sales of businesses, and charitable giving strategies. Christina’s experience includes serving the executives of private equity organizations, owners of closely-held businesses, and many other business executives.
Christina is a graduate of the University of California, Los Angeles, and holds a bachelor’s degree in business economics and a minor in accounting. She is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.