Elizabeth S. Sevilla

Elizabeth S. Sevilla, CLU, ChFC

Partner

Elizabeth has over 25 years of experience. She has spent the vast majority of her career with individual taxation and is a leader in the firm’s Trust & Estate Practice. Elizabeth works closely with high-net-worth individuals, owners of closely held real estate and technology companies, and corporate executives and partners of investment banking and venture capital firms.

Elizabeth holds expertise in the following disciplines:

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

Elizabeth joined Seiler in 2009. Prior to that, she served as a Senior Tax Director for BDO, a Senior Tax Manager for Deloitte, and a Senior Tax Manager for KPMG.

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Professional Memberships

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants, Trust & Estate Committee Chair
  • National Association of Enrolled Agents
  • Northern California Planned Giving Council
  • San Francisco Estate Planning Council
  • Society of Financial Service Professionals
  • Society of Trust and Estate Practitioners (STEP)

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Education / Certification

  • Bachelor's degree in Economics, University of the Philippines
  • Bachelor's degree in Psychology, 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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