Julie Malekhedayat
Julie Malekhedayat has been with Perisho Tombor Ramirez Filler & Brown since 1996 serving the needs of closely-held businesses and individuals. Specializing in estate, gift and trust taxation and planning, Julie works extensively with high-net-worth individuals, and has developed an expertise in the effective transfer of business entities from one generation to the next.
Throughout her career Julie has volunteered considerable time serving on non-profit boards and organizing technical committees, interest groups, and geographically-based discussion efforts. She is chair of the California Society of CPA’s Silicon Valley San Jose Chapter Estate & Trusts Committee, and an active member of the Society’s estate planning committee at the state level, as well as a member of the Board of Directors of the Santa Clara County Estate Planning Council, the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. In addition she has authored published articles on various estate and trust topics.
Julie graduated from Oregon State University with a B.A. in Business Administration (Accounting Concentration).
Licensed by the California Board of Accountancy
