Tax Structuring & Private Client Advisory

Tax structuring, compliance and ongoing counsel for founders, executives and cross-border families — on equity, asset holding and succession.

Initial consultation Client login

CPA · EA · CFA®Irvine, California

The tax outcome of equity, assets and succession is largely set before the transaction or the change in residency.
Our work is concentrated before those points.

Advisory

Venture & Technology

Equity · Company structure · M&A and diligence

Private Client

Family Tax Advisory

Residency · Foreign trusts · Succession

Estate Planning

Trusts & Estates

With trust counsel · Gift & estate tax · Fiduciary returns

Corporate

Business Tax

Federal & state returns · Planning · IRS/FTB representation

CPACertified Public Accountant

EAEnrolled Agent · IRS representation

CFA®CFA® Charterholder

J.D.Juris Doctor candidate

The firm sells no financial products and charges no asset-based fees.

Academy · 2026–2027

Enrolled Agent Program

All three parts in 18 lectures, taught in Mandarin with U.S. terminology and code references preserved.

$899

View program

Initial consultations are arranged by email.

Venture & Technology $699 · Topics first Equity, company structure and deals Family Tax Advisory $599 · Email first Residency, assets, succession Trusts & Estates $599 · With trust counsel Trusts, gift and estate tax Business Tax Scoped annually Returns, planning, IRS/FTB matters

CPA · EA · CFA®

Tax Structuring & Private Client Advisory

Tax structuring, compliance and ongoing counsel for founders, executives and cross-border families — on equity, asset holding and succession.

Initial consultation Client login

The tax outcome of equity, assets and succession is largely set before the transaction or the change in residency.
Our work is concentrated before those points.

Advisory