Elizabeth S. Sevilla

Senior Professional    /    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 ultra-high-net-worth individuals and multi-generational families, owners of closely held real estate, manufacturing and technology companies, corporate executives, family offices, and partners of investment banking and venture capital firms.

Elizabeth holds expertise in the following disciplines:

  • Domestic and international individual, business, and fiduciary income tax compliance and planning
  • Estate, trust, gift, income, and charitable planning
  • Estate tax return preparation and post-mortem funding
  • Qualified Small Business Stock (QSBS) planning and consulting
  • Private Foundation and charitable trust planning and tax compliance
  • Business succession and Executive benefit planning
  • Life insurance due diligence
  • Representation of clients before taxing authorities (IRS, FTB, etc.)

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
  • 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 and 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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Community Affiliations

  • Fromer Chair, Trust & Estate Committee, California Society of Certified Public Accountants
  • Director & Sponsorship Chair, Northern California Planned Giving Council
  • Chair of Membership Committee, Director, and Treasurer, San Francisco Estate Planning Council
  • Former Co-chair, Professional Advisors Council, San Francisco Foundation
  • Member, Program Committee, Silicon Valley Community Foundation

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