Taiwan
PHONE｜+886 2 27270179
Business Hours｜Monday to Friday, 09:00 AM to 06:00 PM
U.S
PHONE｜+1 (657) 247-6587
Education
- Bachelor of Finance, Portland State University
Professional qualifications and experience.
- Certified Public Accountant (CPA) in Washington State, USA
- Certified Public Accountant (CPA) in Guam, USA
- Certified Public Accountant (CPA) in Hong Kong
- Finance Manager at US Taiwan Enterprise Corporation
- Business Manager at Technology Co., Ltd.
- Transfer Pricing Department, Grant Thornton Taiwan
- North China Regional Manager, KEDP
- US Tax Manager, KEDP Taipei Office
- Head of Trust Department, KEDP
Relevant Qualifications
- Provided tax and asset management planning for numerous high-net-worth clients, including US citizens, non-US citizens, and individuals with multiple nationalities.
- Assisted clients with establishing cross-border asset structures through domestic and international trusts, holding companies, and insurance, achieving optimal asset allocation for tax savings and asset protection.
- Assisted clients in achieving tax compliance by voluntarily disclosing overseas assets and income from previous years to the tax authorities.
- Expertise in green card landing and asset planning, offering professional guidance to ensure clients receive optimal tax arrangements during the immigration process.
- Provided advice and guidance on estate tax reporting for non-US citizens’ domestic estates and global estates of US citizens.
- Collaborated with numerous immigration firms, accounting firms, and family offices, providing US tax training and consulting services.
Education
- Master of Accounting, Seattle University, Washington State, USA
- Bachelor of Accounting, Seattle University, Washington State, USA
Professional qualifications and experience.
- Certified Public Accountant (CPA) in New York State, USA
- Certified Public Accountant (CPA) in Guam, USA
- Formerly worked at PricewaterhouseCoopers (PwC) in the US Tax Department
- Formerly worked at KEDP in the US Tax Department
Relevant Qualifications
- Specialize in individual, corporate, and trust tax filing and accounting procedures, as well as Simplified Filing Compliance (SFC). Provide optimal tax planning for high-net-worth clients under compliance requirements.
- Expertise in Controlled Foreign Corporation (CFC) overseas company planning, utilizing specialized tax frameworks to mitigate tax risks.
- Assist dual citizens with pre-immigration planning and expatriation consultation processes for various tax issues, ensuring the protection of client interests to the fullest extent.
- Responsible for negotiating with the Internal Revenue Service (IRS), assisting in handling IRS Notices, and conducting tax discussions for specific cases over the phone.
- Provide services for the establishment of non-profit organizations and tax compliance.
- Offer consultation on FATCA reporting and disclosures.
- Collaborate with numerous immigration firms, accounting firms, and family offices to provide training and consultation on US trusts.
Licensed Attorney, Admitted to the New York Bar
Sherry Liu
Education
- Bachelor of Laws (LL.B.), Soochow University
- Master of Laws (LL.M.), University of Illinois at Urbana-Champaign
Professional qualifications and experience.
- Licensed attorney in New York State, USA
- Worked in the Trust Department at KEDP for the past three years
Relevant Qualifications
- Drafted and reviewed trust agreements for numerous high-net-worth clients, including US citizens, non-US citizens, and individuals with multiple nationalities.
- Established US companies for clients, including LLCs and Corporations, and utilized domestic and international trusts and holding companies to achieve optimal asset allocation for tax savings and asset protection.
- Maintained long-term collaborative relationships with numerous licensed trustees and banks to ensure the operation of trust structures.
- Provided legal consultation services on trust laws in the state where the trusts are located, specializing in compliance with relevant trust regulations.
- Collaborated with numerous immigration firms, accounting firms, and family offices to provide training and consultation on US trusts.
Education
- Master of Accounting, Seattle University, Washington State, USA
- Bachelor of Accounting, Seattle University, Washington State, USA
Professional qualifications and experience.
- Certified Public Accountant (CPA) in Guam, USA
- Formerly worked at Friedman LLP in the Audit Department.
- Formerly worked at Marcum Asia CPAs LLP in the Audit Department.
- Formerly worked at Malone-Bailey LLP in the Audit Department.
- Finance Manager at Tangniu Technology Co., Ltd.
Relevant Qualifications
- Focused on the analysis of financial statements, covering key areas such as costs, expenses, revenues, and taxes, ensuring transparency and accurately reflecting the company’s financial condition.
- Responsible for leading the standardized preparation of financial statements, assisting the company in achieving efficient and compliant tax filings, and supporting its long-term stable growth.
- Actively participated in the review of tax projects, providing professional insights into potential tax risks and helping the company optimize its tax strategies.
- Analyzed and evaluated financial and tax-related reports provided by external parties, offering professional improvement suggestions to ensure reasonable valuations and maintain market competitiveness.
- Delivered tailored tax and financial consulting services, addressing complex tax challenges and helping the company enhance financial governance and decision-making efficiency.
Regional Manager for the United States
Tina Yen
Education
- Bachelor’s degree in Accounting from the University of Southern California (USC)
Professional qualifications and experience.
- Certified Public Accountant (CPA) registered in Los Angeles, California, USA
- Previously worked at several accounting firms
Relevant Qualifications
- With over ten years of service in the accounting field, providing tax planning and tax preparation services to numerous clients, assisting them in effectively managing tax risks.
- Proficient in tax regulations, ensuring transparency and compliance of clients’ financial status through accurate preparation of financial statements.
- Offering professional bookkeeping services tailored to different types of companies, maintaining accurate and comprehensive financial records.
- Collaborating with numerous domestic companies to provide payroll services, ensuring timely and accurate payment of employee salaries.
- Providing business consulting services to assist clients in making informed business decisions.
Regional Manager for Shanghai, China
Simona Yin
Education
- Bachelor’s degree in Accounting from Florida State University
Professional qualifications and experience.
- Tax Manager at Shanghai Huifeng Economic Management Consulting Services Co., Ltd.
- Tax Trainer at Shanghai Huiren Training School Co., Ltd.
- General Manager at Shanghai Huifeng International Business Consulting Co., Ltd.
- Previously worked at a renowned US accounting firm
Relevant Qualifications
- Served as Regional Manager in Shanghai, with twelve years of extensive experience in accounting and taxation, specializing in international tax and accounting services.
- Successfully planned and provided tax planning and consulting services for over 1,500 cases involving US investment enterprises and individuals.
- Familiar with US domestic and international tax regulations, skilled in handling tax planning before and after immigration, and proficient in responding to IRS audit demands effectively.
- With practical experience in tax planning before immigrating to the US, fund flow management, bank account management, and future investments in US real estate, providing comprehensive guidance and support to clients.
Professional team
Jessie Tsai
Wells Chen
Harry Shen
