Lynn K. Telford is a Tax Managing Director with over 35 years of experience. Her areas of expertise include estate, gift and fiduciary tax planning and compliance. She also has an individual tax practice.

A Phi Beta Kappa graduate of UC Berkeley, Lynn’s employment history includes the IRS, a bank trust department and many years in CPA firms. When Lynn took the IRS Enrolled Agent exam, she achieved one of the top 20 scores in the country.

Lynn is a member of numerous professional groups, including her national and California professional organizations. Other professional affiliations include the Society of Trust and Estate Practitioners (STEP), the Silicon Valley Planned Giving Council (SVPGC) and the Santa Clara Estate Planning Council (SCCEPC) where she is currently a board member. She has done presentations for the SCCEPC, National Business Institute, the Kasner Symposium and other allied professional groups including local CalCPA chapters.

Education:

• UC Berkeley, B.A.

Licensing/ Certifications:

• Enrolled Agent (E.A.)
• Trust and Estate Practitioner (T.E.P.)

Memberships/ Affiliations

• El Camino Hospital Foundation Board Member
  Chair, Planned Giving Council
• Santa Clara County Estate Planning Council (SCCEPC)
  Board Member
• Society of Trust and Estate Practitioners (STEP)
• California Society of Enrolled Agents (CSEA)
• National Association of Enrolled Agents (NAEA)