Partner
Connie Liu, CPA
Tax
- San Ramon
- 925-790-2693
Be proactive about your career and pursue your goals passionately.
Be proactive about your career and pursue your goals passionately.
Bio
With more than 10 years of experience, Connie focuses on tax planning for high net worth family groups. She takes pride in developing long-term relationships that help clients build generational wealth and educate younger generations on how to preserve their assets.
Prior to joining Armanino, Connie worked at Andersen Tax, PwC and Seiler LLP, where she gained a wide range of experience in her field. As part of Armanino’s Tax National Office for estate, gift and trust, Connie plays an integral role as co-leader of the San Ramon estate, gift and trust team.
Connie is a member of the American Institute of Certified Public Accountants (AICPA) and CalCPA. She holds the Certified Public Accountant designation and earned a B.A. in economics from the University of California, Berkeley.
Experience
In recent years, we’ve seen a lot of changes in legislation, and I expect this to continue. With that in mind, I help my clients strategize their estate plans to make sure they make sense for their families and that these plans help them achieve their goals. I think the future of tax planning is in finding ways to make early and holistic transfers that minimize tax liability.
The hardest decision I’ve ever made was to take time off at my previous firm to have my daughter. Things were going very well, I was growing quickly and it was scary to put my career on hold to focus on parenthood. But it was the right decision.
When I was ready to go back to work, Armanino was there to offer me an incredible opportunity. Now my daughter is in school and I’m a partner at this great firm!
I’m a team-oriented person. I like to get input from everyone on my team and understand their opinions. I feel that when I’m able to see things from different lenses, I can produce a better outcome.
Coming from humble beginnings in Taiwan, where I shared a home with extended family, making partner at a top CPA firm like Armanino is my proudest moment. It’s the culmination of all my hard work and the sacrifices I’ve made to achieve professional growth.
My mom, who taught me to never take no for an answer. Thanks to her, I learned that “no” just means “not now” and that I should never give up on the things that matter most.
You are the person who cares most about your career. And, as such, you must advocate for yourself. Talk to your mentors about what you want to do and what you aspire to be. When people know these goals, they will offer support and help you reach them.
