Judy Tam, CPA
Principal
Judy is a Certified Public Accountant with over 15 years of experience. She helps clients identify and reach their personal planning goals while minimizing taxes. Judy holds expertise in the following disciplines:
- Tax planning and compliance for high-net-worth individuals and multi-generational families
- Trust, estate and gift transfer tax planning and compliance, as well as advisory
- Wealth transfer planning
- Tax advisory and compliance for private foundations and trusts
Prior to joining Seiler in 2005, Judy served as a Business Analyst at CWN Consulting, Limited.
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Professional Memberships
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Education / Certification
- Master of Science in Taxation, Golden Gate University
- Bachelor's degree in Business Administration, San Jose State University