Carol Yuan

Carol Yuan, CPA

Principal

Carol is a Certified Public Accountant with more than 13 years of experience. She holds expertise in the following disciplines:

  • Tax planning and compliance of for individuals, trusts and partnerships
  • Specialization in tax issues concerning domestic and foreign trusts including foreign trust distribution planning
  • Tax and accounting clients include high-net-worth individuals and multi-generational family
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Professional Memberships

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants

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Education / Certification

  • Master's degree in Taxation, Golden Gate University
  • Master's degree in Accountancy, Golden Gate University
  • Bachelor's degree in Economics, University of California, Los Angeles
  • Certified Public Accountant, California

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Professional Experience

  • Tax Associate, KPMG, LLP

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