Nancy has thirty years of tax experience serving closely-held companies and high net worth individual clients. She offers real estate expertise in partnership and LLC structuring and taxation, depreciation analysis, and estate and gift tax planning.
Nancy specializes in working with clients primarily in the real estate industry, such as investors, developers, managers, and family-owned real estate enterprises. She also has extensive experience in the fields of architecture and engineering.
Nancy joined the accounting firm of Elwood & Espina, Inc. in 1985 and helped it become one of the premier accounting firms in San Mateo County over the next two decades. In 2007, the firm, then known as Elwood Espina Ferrell, LLP, merged with SLD.
Nancy earned a Bachelor of Arts degree in Accounting from San Francisco State University.
As featured in the July 2016 issue of SLD’s Real Estate newsletter…
This Month’s Question: What are your clients’ thoughts on the real estate landscape?
“My clients are thinking more and more about adapting their long-term strategies to the ‘digital revolution’: what will work space and home space requirements be as Millennials replace baby boomers in the workplace? Is the recent shift from suburban to urban living permanent or transitory; will the arrival of marriage and children move the Millennials back to the suburbs? We are working with clients to address these questions.”