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:
- 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
- Business succession
- 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.
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)
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)
Community Affiliations
- Chair, Trust & Estate Committee, California Society of Certified Public Accountants
- Co-chair, Professional Advisors Council, San Francisco Foundation
- Director, Northern California Planned Giving Council
- Director, San Francisco Estate Planning Council
- Member, Program Committee, Silicon Valley Community Foundation