David Yuan is a principal with Baker Tilly’s tax practice. He is a certified public accountant with more than 15 years of experience.
- Tax consulting and compliance for high-net-worth individuals and multigenerational families
- Estate, gift, trust and philanthropic planning for individuals and families
- Business tax planning and compliance for partnerships, limited liability companies and corporations
- Representation of clients before federal and state tax authorities
- Tax and accounting clients include privately held businesses, startups, investment companies, real estate and high-net-worth individuals and trusts
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Santa Clara County Estate Planning Council, board member
Location
Redwood City, CA
Education
Master of Science in accountancy
San Jose State University
Bachelor’s degree in mechanical engineering
North China Electric Power University (Beijing, China)