Background
Jie Chen brings over 15 years of experience providing personal tax and estate planning services and monitoring the financial needs of family groups, closely held businesses, and high-net-worth individuals. She has significant experience in tax compliance, working with closely held business owners and hedge fund managers, providing sophisticated tax planning strategies that address current needs and future implications. Jie’s comprehensive understanding of both federal and international tax laws enables her to provide invaluable guidance to those navigating the complex world of financial services taxation.
Certifications
- Licensed CPA in New York
- Master in Accountancy, Zicklin School of Business
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