Income tax planning and compliance for individuals and businesses expatriation tax and international tax planning, representation of taxpayers in resolving tax controversies.
Taxation
Personalized and comprehensive estate plans for individual clients based on each client’s unique circumstances, assisting clients to achieve their wealth accumulation goals.
Estate Planning
Continuous and timely professional assistance for building startup businesses from an idea to a company, combined with in-depth legal, tax and accounting experience.
Startup Business Services
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My individual tax practice is integrated with estate planning. I work with individuals and families to achieve their investment and asset accumulation objectives with the lowest overall tax cost by minimizing income, estate, gift and generation-skipping transfer taxes.
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Provide tax related services to corporations, partnership, limited liability companies and sole proprietorship businesses on income tax planning, compliance and business transactions.
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Actively involved in tax aspect of planning for foreign companies that plan to start or expand U.S. business operations, regularly advise foreign individuals on pre-immigration U.S. tax planning, and U.S. real estate investment, assist clients in U.S. exit tax planning and compliance.
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Represent individuals and businesses in resolving tax controversies at the audit and appeal levels of the U.S. Internal Revenue Service and California Franchise Tax Board.
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Advise individual clients on forming grant and operating private foundations, foundation governance, including fiduciary duties, conflict of interest, self-dealing rules and other related legal requirements.
Taxation
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After completing detail interview and review of clients’ personal and financial information, assess tax planning needs and draft estate planning documents.
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Based on each client’s circumstances and mix of property and asset, with focus on minimizing income tax, gift tax, estate tax and generation-skipping transfer tax, prepare irrevocable trust agreements to achieve clients’ estate planning objectives.
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Plan and prepare agreements to transfer wealth with sophisticate gifting and business succession planning strategies to achieve the goals of minimizing income and transfer taxes and protection of asset.
Estate Planning
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Advising founders on choosing the appropriate legal entity and structure for the business ventures based on tax and legal considerations.
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Assisting founders in forming the business entities, drafting corporate documents or member agreements.
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Advising board of directors or managing members and management of the company on conduct accountability, fiduciary duty and organization internal proceedings.
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Advising management on fund raising, including business plans and term sheet negotiation. Drafting investment agreements, advising management on terms of the agreements and final closing of financing transactions.
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Advising management on financial internal control, accounting systems and accounting department working procedures.
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Drafting and review commercial contracts.
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Advising management on basic employment laws, review agreements, documents and procedure in hiring, managing and terminating employees. Advising board of directors on executive perquisites, performance based compensation and contingent pay.
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Setting up employee stock option plan, including drafting stock option plan document, stock option agreement and related forms, advising and assisting management on administering the stock option plan.