Weber and Company, INC

Suzanne Weber, CPA, MST, TEP

Sue Weber is the founder of Weber and Company, Inc. in Silicon Valley and has over 25 years of professional experience in diverse areas of tax and business advisory services, including complex domestic and international tax issues. Her clients range from high net worth individuals to privately held businesses. Sue also specializes in estate gift & trust planning for US and multinational families as well as taxation of trusts, fiduciaries and beneficiaries.

Sue is known for her tenacious emphasis on research and staying current on regulatory requirements to provide the best outcome for her clients. She has been listed in Money Magazine as one of the best tax practitioners in the San Francisco Bay Area. Sue is active in multiple professional organizations, including the Society of Trust and Estate Practitioners and the Santa Clara County Estate Planning Council where she serves as a board member for both organizations.

Education:

  • San Jose State University, B.S.
  • Golden Gate University, M.S.T.
  • Golden Gate University, International Taxation, Graduate Certificate

Licensing/ Certifications:

  • Certified Public Accountant (California)
  • Trust and Estate Practitioner (T.E.P.)

Memberships/ Affiliations

  • Society of Trust and Estate Practitioner (STEP)
    Immediate Past Chair and Current Secretary
  • Santa Clara County Estate Planning Council (SCCEPC)
    Board Member
  • California Society of Certified Public Accountant (CalCPA)