Amy D. Conger

CPA / Tax Manager

Focus:

High Net Worth Individuals and Families
Corporate, Partnership and Trust Taxation

Industry:

Real Estate
Private Equity
Private Foundations

Credentials:

California State University, Hayward, CA Bachelor of Science Degree in Business Administration with an Accounting Option, 2001
Golden Gate University, San Francisco, CA, MS in Taxation, 2008
California CPA License, 2005

Organizations:

California Society of Certified Public Accountants
American Institute of Certified Public Accountants

Experience:

Amy specializes in tax planning and compliance for high net worth individuals and family groups (both inherited and compensated wealth) and their associated pass-through entities including closely-held businesses, trusts and some experience with small corporations and s-corporations.