Partner

Connie Liu, CPA

Tax

Be proactive about your career and pursue your goals passionately.

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Bio

Meet Connie

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.

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Experience

Professional History

Associations

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Education

  • University of California, Berkeley

Experience

  • Anderson
  • PwC
  • Seiler LLP

Q&A

Q. What do you predict the future will look like for clients in the industries you serve?

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.

Q. What is the toughest decision you have ever made?

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!

Q. Describe your work style.

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.

Q. What’s your proudest moment?

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.

Q. Who is (or was) the most influential person in your life?

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.

Q. If you could pass on a nugget of wisdom to aspiring accountants or consultants, what would that be?

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.

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Industries Served
Connie's Thought Leadership
Blog articles
Article
It changes the rules on gifting property to children, so consider making gifts before 2020 ends.

November 11, 2020
Blog articles
Article
The ideal situation for estate planning is when the exemptions are high and asset values and interest rates are low, as...