As a Principal, Catherine specializes in trusts and estates for family-owned businesses. She provides tax planning and compliance services for farmers and professionals, such as physicians, attorneys, and engineers. She has extensive experience in dealing with high net worth investors who hold complex partnerships with multi-state filings.
Catherine holds a master’s degree in Taxation from Golden Gate University. She also has her Bachelors Degree in Accounting and Business Administration from St. Mary’s College.
Unplugged: Catherine moved to the United States when she was 11 – to the cold state of Minnesota – and eventually California. She and her husband have two children. Catherine is an avid reader and is an influential leader in the local Chinese community.
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
San Joaquin County Chapter of the California Society of CPA’s
Chinese Cultural Society of Stockton
Chinese Benevolent Association