Anne Macdonald

Anne Macdonald is a highly experienced financial planner with a focus on minimizing income, gift, and estate tax for high net worth individuals and their families.

With a strong background of 30 years in public accounting, Anne possesses in-depth knowledge of income and estate planning, specializing in wealth preservation techniques.

Her expertise extends to areas such as family limited partnerships, defective grantor trusts, charitable lead trusts, charitable remainder trusts, foundations, and other strategies.

Anne's clientele includes prominent figures such as CEOs, officers of public and pre-IPO companies, real estate developers, venture capitalists, and entrepreneurs from Silicon Valley.

She pursued a Master of Science in Taxation from Golden Gate University and holds a Bachelor of Arts in Accounting from the University of Oregon.

Currently serving as a Tax Partner at Frank, Rimerman + Co. LLP, Anne had previously held the position of Senior Tax Manager at Hood & Strong, LLP.