Jasmine Berjikly

Tax Partner

“I enjoy getting the best tax results for my clients and work proactively with all the advisers to get to that result. I am committed to understanding my clients’ goals, whether it be income tax planning, charitable planning, wealth transfer, or simplicity, and work toward it every step of the way.”

Working primarily out of our San Francisco Office, Jasmine has over 18 years of experience focused on tax, financial, and estate planning services for high net worth individuals, their closely held businesses and investment partnerships, trusts, and non-profit entities. She has extensive experience advising clients with highly tax efficient income and estate and gift tax planning strategies, including:

  • Qualified small business stocks
  • Stock option planning and concentrated stock positions
  • Charitable planning around significant income events
  • Grantor retained annuity trusts
  • Defective grantor trusts
  • Charitable remainder trusts and charitable lead trusts
  • Family limited partnerships
  • Real estate investments
  • Foreign investments

Jasmine also provides financial management services with our Family Office department, serving as an “outsourced CFO” for our high net-worth families.

  • B.S. University of San Francisco, Magna Cum Laude
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the California Society of Certified Public Accountants (CalCPA)
  • Board member for 826 Valencia, a San Francisco based nonprofit organization founded by author Dave Eggers and veteran teacher, Nínive Calegari, dedicated to supporting under-resourced students ages six to eighteen with writing skills
  • Previous Board of Directors Member for CalCPA’s Peninsula/Silicon Valley Chapter
  • Selected for the 2010 AICPA Leadership Academy
  • Fluent in Cantonese Chinese