CONTACT US

Angela Chen

, Partner

CONTACT

Angela Chen
Partner
212.891.6825

SPECIALTIES

  • Personal & Fiduciary Taxation & Planning
  • Trusts & Estates
  • Private Foundations
  • Personal Financial Services
  • Family Office Services
  • Estate & Gift Planning
  • International Taxation & Planning

CREDENTIALS / EDUCATION

  • Certified Public Accountant (CPA)
  • Baruch College: BS, Accounting

AFFILIATIONS

  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants
  • Ascend Pan-Asian Leaders in Finance & Accounting

Angela Chen is a Partner in the Personal Wealth Advisors Group, and has been with the firm for over 15 years. She specializes in tax planning for high net worth individuals, wealthy family groups, senior executives of major companies and privately held business owners. She provides both tax consulting and compliance services relating to income tax, estate and gift tax, and foreign transaction reporting, and has represented clients before federal and state tax authorities. Angela is the co-founder of the Asian Practice Group, which actively represents the firm in the domestic and international Chinese business community. She also plays an essential role in the firm’s annual tax training for Personal Wealth Advisors staff.

* Required