Senior Manager

Connie Liu, CPA

Tax
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Bio

Meet Connie

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.

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Experience

Professional History

Associations

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

Education

  • University of California Berkeley

Experience

  • Anderson
  • PwC
  • Seiler LLP
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...