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Nancy is a tax partner in our Palo Alto Office. Nancy began her career with Frank, Rimerman & Co after graduating from Santa Clara University in 1989. Nancy specializes in providing income and estate planning to high net worth individuals and closely held businesses. Her specialties include stock option planning and advising clients on tax efficient methods for diversification of their concentrated equity positions. Nancy is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. | 