Founder Wealth Planning--Planning for the Sale of a Closely Held Business
Julie has over nineteen years of experience in public accounting. She has substantial expertise in the areas of estate taxation, estate and succession planning, and tax issues of high-net worth individuals and closely-held companies. In addition, Julie acts as a firm specialist on fiduciary income taxation, providing training and support to Deloitte professionals throughout the United States.
Julie earned her B.A. from the University of North Carolina at Chapel Hill and her M.S. in Accounting from San Diego State University. She is an active member in the San Diego Estate Planning Council and the Society of Trust and Estate Practitioners. Her community involvement activities included serving as the chair of the San Diego Foundation Professional Advisors Committee and active membership in MADCAPS, San Diego.
