Our Team
Curtis Kao | CPA
Experience
Curtis Kao, CPA, has experience at PwC and as a partner at a mid-sized CPA firm, specializing in audit and cross-border tax advisory for SMEs and individuals.
Expertise
Curtis provides tailored tax solutions for domestic and international clients, ensuring advice meets their unique needs.
Carrie H. Peng | CEO
Experience
Carrie H. Peng, previously served as Tax and Legal Services Manager for Family Business and Wealth Succession at PwC (PricewaterhouseCoopers) and as Tax Manager at Deloitte, specializing in cross-border tax certification and advisory services for multinational enterprises.
Expertise
-
Family wealth succession planning
-
Income, estate, and gift tax consulting
-
Asset and tax planning for Taiwan and the U.S.
-
Domestic and international trust planning, including U.S. trusts
-
Equity succession for listed and OTC companies, and international company structuring
-
Planning for closed companies and family constitutions
-
Negotiation and consultation for tax disputes with the National Tax Administration
Shirley Lin| Senior Manager
Experience
Shirley Lin previously served as Manager at KEDP, specializing in corporate law services, foreign investment in Taiwan, and equity restructuring under the M&A Act. With passion and empathy, she listens to clients’ needs and delivers professional, tailored solutions with precision and care.
Expertise
-
Business registration and change of registration
-
Foreign investment project applications in Taiwan
-
Equity restructuring through mergers and acquisitions
-
Assistance with family administrative matters
Yolande Chang | Manager
Experience
Yolande Chang passed the U.S. CPA exam and has experience as Assistant Wealth Management Manager at Sinopac Bank and Wealth Management Specialist at CTBC Bank. She is well-versed in financial and investment products.
Expertise
-
Multinational tax research and analysis (Taiwan, U.S., Japan)
-
Portfolio performance evaluation and recommendations
-
Wealth and tax planning advisory
-
Insurance review and analysis
Our Professionals
Creating a family legacy plan requires experts from various fields. We partner with attorneys from Taiwan and the U.S., estate planners, and insurance brokers who share our values to build a reliable advisory team.
If you're an expert who aligns with our values, we invite you to join us. Together, we’ll offer clients the most comprehensive service, guiding them step by step through their family legacy plan.