Elizabeth S. Sevilla

Elizabeth S. Sevilla, CLU, ChFC

Partner

Elizabeth has over 25 years experience. She has spent the vast majority of her career with individual taxation and is a leader in the firm’s Trusts & Estate practice. Over the past two decades, Elizabeth has worked closely with high net worth individuals, closely held business owners, corporate executives and partners of investment banking firms and venture capital firms.

Elizabeth holds expertise in the following disciplines:

  • Individual and fiduciary income tax compliance and planning
  • Estate, trust, gift and charitable planning
  • Estate tax return preparation and post mortem funding
  • Business succession
  • Executive benefit planning
  • Life insurance due diligence
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Professional Memberships

  • Society of Financial Services Professionals
  • National Association of Enrolled Agents
  • California State Society of CPAs, Trust & Estate Committee Chair
  • San Francisco Estate Planning Council

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Education / Certification

  • Bachelor's in Psychology / Bachelor's in Economics, University of the Philippines
  • Chartered Life Underwriter (CLU) and Charter Financial Consultant (ChFC), Bryn Mawr American College
  • Enrolled Agent (EA) with the Internal Revenue Service (IRS)

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Professional Experience

  • Senior Tax Director, BDO USA
  • Senior Tax Manager, Deloitte
  • Senior Tax Manager, KPMG

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