Estates, Trusts, Foundations, & High Net Worth Individuals
Tiffany received her BS in Aquatic Biology from UCSB in 2006 and earned her MBA with an Accounting emphasis in International Finance from the Keller Graduate School of Management. She began her career in Managerial Accounting, managing the finances of a law firm in 2006 and a multimillion dollar winery in 2012. Tiffany switched to public accounting in 2014 at a boutique firm in Santa Barbara catering to extreme high net worth individuals, trusts and estates.
Tiffany joined Calegari and Morris in 2023 where her focus is tax planning, trusts, trust administration, estate planning and estate tax. She loves to help plan gifting strategies, whether for the next generation or charitable legacies or both.
Tiffany is a member of both the American Institute of Certified Public Accountants (AICPA) and the California Society of Public Accountants (CalCPA), where she is the Vice President of the local Channel Counties chapter, and chairs the Santa Barbara Discussions Group. She has also been a member of the Screen Actors Guild (now SAG/AFTRA) since 1988.