Sue is a CPA working for both large national CPA firms and boutique smaller CPA firms in California and Arizona. Her approach is to offer optimized tax compliance and innovative tax planning strategies, especially for high net-worth individuals, trusts and estates, and their related family or closely held businesses.

Sue is dedicated to ensuring client satisfaction and financial success, striving to protect and grow our client’s legacies through thoughtful and strategic trust, estate, gift, individual, and closely held business tax planning.

Sue has expertise in advanced wealth transfer strategies for multi-generational families before and after death, including IRC Section 671 – 679 (grantor trust rules), estate and gift tax law principles, and use of private foundations and other charitable wealth transfers.