01
Venture & Technology
Equity, company structure, M&A and due diligence for founders, executives and investors
First session $699 · 30 min
Contact
Contact
For a practice inquiry, choose the practice and confirm your topics; we reply by email with scope and next steps. For anything else, use the general form.
Practice Inquiry
Choose a practice
Each practice is led by Wen Shi. Choose one, then select your topics below.
02
Family Tax Advisory
Tax coordination for high-net-worth families, cross-border assets and succession
First session $599 · 30 min
03
Trusts & Estates
With trust counsel: projections, gift tax and fiduciary returns, trust accounting
First session $599 · 30 min
04
Business Tax
Federal and California compliance, annual planning, and IRS and FTB representation
Annual quote
Practice Inquiry
Practice inquiry: confirm your topics
Three quick steps. We reply by email to confirm topics and what to prepare, then schedule a session.
General Inquiry
General inquiry
For EA Academy and courses, existing client matters, media and partnerships, or anything else.