Campbell, CA (May 4, 2022) – Anu Joshi, CPA, MST, is a Senior Tax Manager and a member of the Family Wealth & Individual Tax Planning Group at Abbott, Stringham & Lynch (ASL). She has over fifteen years of public accounting experience and provides tax compliance and tax planning services for a wide variety of clients. Strong attention to detail coupled with technical knowledge and the skill to identify and resolve tax issues help Anu with her practice focus, which includes high-net-worth individuals and estates and trusts.
Anu holds a Master of Science in Taxation from San Jose State University. Additionally, she has a Bachelor of Commerce in Accounting from the University of Mumbai, India, and was formerly a Chartered Accountant from the Institute of Chartered Accountants of India. Anu chairs the Estates and Trusts Committee of the Silicon Valley San Jose Chapter of the CalCPA.
“Anu exemplifies a leader with not only strong technical skills but is also a leader dedicated to mentoring and developing others,” said Carol Wagner, Managing Partner. “We are excited to celebrate Anu and continue to support her as a leader at the Firm.”
About CalCPA’s Education Foundation Women’s Leadership Forum
CalCPA’s Education Foundation Women’s Leadership Forum brings together more than 300 women from all accounting and finance career stages to share experiences, learn to manage career opportunities and reach goals. The Women to Watch Awards spotlights CPAs who are the movers-and-shakers, the disruptors, the inspirations for successes to come.
CalCPA’s Elevate: Women’s Leadership Forum was held on Friday, April 22, 2022 in Los Angeles. Some of the topics presented at this year’s conference feature include professional wellness; DE&I solutions: collaborating to enact change; Women captured unexpected gains from the COVID-19 pandemic, but also must navigate new career challenges; how finance and accounting teams are leverage technology to gain efficiencies in their accounting processes; importance of whistle-blowers in today’s organization; overview of changes in the occupations and workforce for women, significant policy changes that have led women to the leadership and workplace opportunities experienced today, the benefits and changes we are seeing in the workplace as a result of women leadership and discuss the challenges ahead; and women to watch award winners for 2022; and other topics surrounding career progression.
About Abbott, Stringham & Lynch
Founded in 1977, Abbott, Stringham & Lynch (ASL) offers a wealth of experience in delivering high quality services and specialties to its clients. The Firm works with both emerging and middle-market privately held businesses to enable them to thrive in their markets. The Firm partners with high-net-worth individuals – owners, founders, and executives – to help them protect and grow their wealth. ASL identifies untapped opportunities, challenges, and solutions, enabling clients to make the effective and timely decisions today that lead to a fuller and more secure tomorrow.
Designed to facilitate quality decisions, ASL’s services cover corporate tax planning and compliance, assurance and accounting, estate and gift tax planning, litigation support, succession planning, and valuation. The Firm’s services are contextualized by its specialties in real estate, construction, technology, international, family wealth and individual tax, emerging businesses, manufacturing and distribution, nonprofit organizations, renewable energy, and recreation and entertainment.
About CalCPA
CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form CalCPA. CalCPA serves more than 43,000 members in public practice, private industry, students, academia and government and has 14 chapters across California. CalCPA also offers more than 1,400 live courses, conferences, webcasts and on-demand self-study courses annually. For more information, visit www.calcpa.org.