CPA & Executive Tax Advisory

True wealth preservation is impossible without sophisticated tax management. Bering Tsang bridges the gap between Certified Public Accounting and institutional wealth management, offering comprehensive tax advisory for high-net-worth individuals, business owners, and corporate executives.

Strategic Tax Preparation

Our tax preparation goes far beyond standard filing. We actively analyze your federal and state tax returns to identify missed deductions, optimize business entity structures, and ensure compliance with the latest tax code revisions. By handling both your wealth and your taxes, we eliminate the communication gap between your financial advisor and your CPA.

Business Succession & Liquidity Events

Selling a business or taking a company public creates massive, sudden tax liabilities. We work with founders and executives well before the liquidity event to structure the transaction optimally—utilizing charitable remainder trusts, installment sales, and qualified small business stock (QSBS) exemptions to shelter capital.

Multi-Generational Wealth Transfer

Estate taxes can consume up to 40% of your legacy. Our CPA team coordinates seamlessly with your estate attorneys to execute advanced gifting strategies, establishing trusts that legally and safely move assets out of your taxable estate while maintaining appropriate control.