Affiliations

  • American Institute of Certified Public Accountants, Tax Division.

  • California Society of Certified Public Accountants (Recipient: Distinguished Service Award).

  • STEP (Society of Trust and Estate Practitioners), former president for Silicon Valley Chapter.

  • San Francisco Tax Club, former president.

  • San Francisco Foreign Tax Club.

  • Hong Kong Association of Northern CA, Current Chair (2023 and 2024).

  • Haas School of Business, University of California, Berkeley, Intn’l Tax Lecture Series.