Meet Our Team
We provide professional U.S. tax services and are committed to delivering the highest level of expertise to help clients address matters related to individual and corporate income tax filings, gift and estate taxation, and wealth transfer planning.
Joy Yang
U.S. CPAEducation
Master of Accountancy, University of Nevada, U.S.A.
Professional Qualifications
Certified Public Accountant, State of Nevada, U.S.A.
Licensed Securities Broker, Taiwan
Key Areas of Experience
- Family Wealth Trust Planning
- U.S. Tax Compliance Consulting
- U.S. M&A Tax Consultation
- U.S. Federal and State Tax Compliance Services
- Pre-Immigration Tax Planning
- Cross-border U.S. Investment Structuring and Reorganizations Planning
- Cross-border U.S. Investment Transaction Model Planning
- Double Taxation Correspond and Planning
- Controlled Foreign Corporation (CFC) Compliance and Tax Planning
- U.S. Federal Tax Credits Consultation
- U.S. Tax Authority Audit Consultation
Background
- AIT (American Institute in Taiwan) Long-term Cooperative Lecturer in U.S. Tax System
- Director, Tax & Investment Dept., KPMG Taiwan
- Associate Director, U.S. Tax and Legal Services Dept. PwC Taiwan
- Finance Controller in Several Global U.S. Coporations
Professional Service Experience
- Nevada State Democrats Non-Profit Accounting and Tax Consultation
- U.S. Hurricane Katrina Charity Disaster Recovery Financial Accounting Advisory (2005)
- U.S. Women Center Chaity Financial Accounting Advisory
- Las Vegas Bankruptcy Court Legal Expert
- CPA Firm Practice, Las Vegas, U.S. (2004 - 2012)
- Certified Public Accountanct, Nevada, U.S. (1999 - Now)
- Certified Public Accountant, Member if AICPA (1999 - Now)
Lawrence Ong
Attorney at Law, CaliforniaWoodbridge International Consulting Ltd.
Education
Juris Doctor (J.D.), University of California, San Francisco
Bachelor of Laws (LL.B.), University of California, Berkeley
Certificate in Chinese Law, The University of Hong Kong
Professional Qualifications
Attorney at Law, State of California, U.S.A.
CIPP/E, Certified Information Privacy Professional/Europe
Key Areas of Experience
- Cross-Border Investments, M&A, and Regulatory Compliance
- Cross-Border Arbitration and Litigation Support
- U.S. Tax Advisory
- Cross-Border Credit Risk, Receivables Management, and Insolvency Advisory
- Capital Markets
- EU, U.S., and Taiwan Data Protection and Privacy Law Advisory
Background
Executive Advisor, KPMG Law Taiwan
Director, PwC Legal Taiwan
- Advised multinational corporations and financial institutions on cross-border M&A, taxation, labor, financial regulatory compliance, and various domestic and international legal matters, including transactional negotiations
- Represented multinational enterprises in international arbitration and litigation proceedings in Hong Kong, Singapore, Europe, and the United States
- Provided U.S. tax advisory and integrated tax-legal restructuring solutions for multinational corporate groups
- Served as legal counsel to foreign issuers and underwriters for IPOs and SPOs on the Taiwan Stock Exchange (TWSE) and Taipei Exchange (TPEx)
- Provided advisory to domestic banks on compliance with U.S. financial regulations under the Dodd-Frank Act, including Resolution Planning and the Volcker Rule
- Led KPMG Taiwan’s GDPR advisory practice and consulting team
- Advised multinational companies on receivables and bankruptcy/insolvency matters in the United States and Europe
Pursue excellence, and success will follow