Background
Jie Chen has dedicated more than 15 years to serving the personal tax, estate planning, and financial needs of family groups, closely held businesses, and high-net-worth individuals. Jie manages the U.S. tax compliance for various estates, trusts, and foundations. Her expertise includes U.S. gift taxation (as also applied to non-U.S. citizens), income taxation of trust and estate, and income taxation of closely held businesses such as S Corporations and Partnerships. She serves as the subject matter expert on gift and trust tax compliance in the New York City office.
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