Mia Yun works with high-net worth individuals, corporate executives, estates, trusts and multi-national companies. Drawing on her nearly 30 years of diverse experience, including eight years at Big Four firms, she now focuses on providing international tax services to clients with multi-national interests and family office services to ultra-high net worth families.

Mia’s experience includes:

International Tax
 
  • Consultation in structuring and expansion of inbound and outbound U.S. investments
  • Consultation with foreign trusts and beneficiaries regarding U.S. tax aspect
  • U.S. tax compliance required for international investments by U.S. companies
  • U.S. tax compliance required for U.S. investments by non-U.S. companies
  • Assisting multi-national individual clients from a U.S. tax aspect with international investments and offshore trusts
  • Successful shepherding U.S. individual taxpayers through the IRS Offshore Voluntary Disclosure Program
Family Office
 
  • Integrated tax planning for minimizing income, estate and gift taxes for effective wealth transfer solutions
  • Providing customized solutions to functional family offices and families of multiple generations
  • Leading, implementing, monitoring, and updating strategies by working closely with the families
  • Offering and delivering concierge services to the families
  • Providing strategies and consulting with foreign family offices to minimize U.S. tax implications
 

Services

  • Corporate Finance
  • Private Client Tax

Sectors

  • Family Office