Chen joined our firm in 2015. Her responsibilities include tax compliance for individuals, estates and trusts, non-profit organizations, partnerships and LLC’s, C and S Corporations. Prior to joining our firm, she worked at PricewaterhouseCoopers, Deloitte and other large regional firms in both Los Angeles and Cleveland.
Chen earned her master’s degree in business taxation at Golden Gate University and her Bachelor of Arts degree in business economics at UCLA.
Chen is married. Outside of the office, she enjoys traveling, entertaining and going to the movies. She is also a certified yoga instructor and teaches classes several times a week.
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As we move into August the thoughts of students returning to the classroom comes to mind.
Summer is past the mid-point and folks are planning their return to school.
There are a number of tax benefits that are available which can assist taxpayers with their expenses for higher education. Although these certainly do not cover the increasing costs of higher education, they can...
One of the many tax law changes with the recent Tax Cuts and Jobs Act that many of us did not initially catch is the significant changes in the so called “kiddie tax.”
This is a tax that applies to investment income of dependents up to age 18 and even up to 23.
For tax years between 2018...
As the tax laws continue to change and evolve the need to evaluate the best method to be compensated arises.
Although most people are compensated as W-2 wage employees of an organization and may not have an ability to change this, the recent tax law changes at the federal level as well as some previously enacted legislation at the State of Ohio level make it such that it may be much...