As a Certified Public Accountant licensed in California, Connie provides her clients the dual benefit of professional legal representation while ensuring maximum tax advantages.
With a Bachelor of Business Administration in accounting from Iowa State University and a Jurisprudence Degree from Indiana University at Indianapolis, Connie is a licensed Certified Public Accountant (“CPA”) and attorney. Prior to law school, she gained invaluable experience by working at Ernest & Young LLP.
To best serve every client’s needs, Connie’s core mission is to never stop learning and growing as both an Estate Planning Attorney and CPA. She is proud to be affiliated with several professional organizations, including: Tax Section of the American Bar Association (ABA), Tax and Estate Planning Committee – American Academy of Attorney-Certified Public Accountants, and Lead Counsel Rating specialized in Estate Planning. In addition, Connie is an active member of her hometown Pleasanton Chamber of Commerce and Castlewood Country Club.
Born in China, Connie has been a US resident since age 14. To best serve her many Asian clients, she speaks fluent Mandarin, Cantonese and English. When she’s not helping families with guardianship matters or trust administration, Connie enjoys spending time with her young daughter, Isabella, as well as golfing and enjoying delicious cuisine.
By employing the perfect mix of compassion, integrity and diligence, Connie Yi continuously earns the trust and respect of her many loyal clients.
Areas of Practice
- Estate Planning
- Probate & Estate Administration
- Tax Law
- Offshore Assets Tax Reporting
- Business Law
Certified Legal Specialties
- State Bar of California Board of Legal Specialization in Estate Planning, Trust, Estate & Probate Law
- California, 2003
- Indiana, 2004
Recent Blog Post
When implementing an estate plan in California, it is essential to ensure that you receive the proper compensation for the amount of time and work you are putting in. The probate court will look through the amount you charge to see if it is reasonable, especially if...
California families have an exemption for their estate that keeps it from being subject to income taxes. However, above that $11.7 million, the estate tax bill could get large. This is why they need to take measures to reduce the size of their taxable estate. Life...
Not every inheritance involves paying estate taxes, but some estates rise above the federal exclusion amount. California residents that feel familiar with state and federal tax rules might not realize changes could happen. Namely, proposals intended to raise tax...
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