Amy Conger, CPA, is a Tax Manager with RINA and has been a member of the Firm’s San Francisco office since 2013. Amy’s expertise is in providing tax planning and compliance services to high net worth individuals and families. She works closely with wealthy family groups and their associated pass-through entities, including closely held businesses and trusts.
Amy takes a personalized approach in assisting clients make informed and strategic financial decisions. With experience in estate and wealth transfer planning, she supports clients in establishing various entities for family-limited partnerships, charitable remainder trusts, and foundations. Her experience also includes assisting small and S corporations to help them achieve their financial goals, as well as developing proactive strategies to minimize their corporate tax consequences.
Amy’s areas of expertise include:
- Retirement planning
- Stock option planning and consulting
- Cost segregation studies
- Tax projections
- Budgeting and forecasting
- Cash management
- Financial reporting
- Corporate tax
- Partnership taxation
- Tax research
Amy is a warrior! She is always polite and very knowledgeable about my account.
D&D Volk Family Limited Partnership
- High Net Worth Individuals and Families
- Corporate, Partnership and Trust Taxation
- Real Estate
- Private Equity
- Private Foundations