Shu Chen, CPA
Director
TAG Associates Responsibilities:
- Advisor in Family Office Group
- Tax advisory and compliance
- Financial management, wealth transfer and estate planning, controllership, and tax planning
Experience:
- Joined TAG in 2023
- Public accounting, tax compliance specializing in high-net-worth families and their related entities
Education and Professional Designations:
- University of Illinois, Urbana-Champaign, Gies College of Business (MSA)
- Certified Public Accountant (CPA)
