CPA Expertise

I. Real Estate and Tech Startup

• Lease, Purchase & Sale, and 1031 Exchange
• Investment, Agency, Lending, Property Management, and Construction
• Startup Formation, Setting-Up, Accounting, and Taxation

II. Entity Formation Package and Financial Planning

• Formation: C-Corp, S-Corp, Professional Corp, LLC, and LP
• Securities: Brokerage Account, ISO, ISU, RSO, RSU, and QSBS
• Retirement: IRA, 401K, and Pension
• Wealth: Gift, Estate, Trust, Annuity, and Life Insurance

III. Tax Credit and Grant

• EV, Energy, Education, Child, C&D Care
• R&D, Energy, and Government Grant

IV. International and Multi-state Tax

• FATCA, FinCEN, FOUSC, and FCIUS
• Foreign Income Exclusion, Tax Credit, and Gift
• Multi-state Apportionment and Allocation