Bio
Connie Liu is a Senior Tax Manager with Armanino, with more than 10 years of experience in high-net-worth tax with emphasis in estate, gift and trust. Prior to joining the firm’s tax practice, Connie worked at Andersen Tax, PwC and Seiler LLP.
Connie has worked with a wide range of high net worth individuals. Her clients have included: Tech clients with options, Venture Capitalist and multi-generational family groups.
Connie is part of the Tax National Office for Estate, Gift and Trust at Armanino and plays an integral role as a 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 of CalCPA. She holds the Certified Public Accountant (CPA) designation and earned a Bachelor of Arts in economics from the University of California, Berkeley.
Experience
