Partner

Connie Liu, CPA

Tax
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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
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...