Finanwise CPA’s Inc.

Your Trusted Advisors

Tax planning and preparation

U.S. federal, state & local tax services

Business consulting

Estate and gift planning and wealth transfer strategies

                                                                                            MTXX 20160628 084604About the Principal


Liang Li, CPA, MAS

    Professional Experience:

Liang is a certified public accountant with 20+ years of public accounting experience. Before founding Finanwise CPA’s Inc., he worked for a top 15 U.S. public accounting firm. His clients include high net worth individuals and businesses crossing different industries, with many of them having international operations in Asia and Europe. He is also experienced in trust and estate planning and has testified in court involving complex trust litigations.

    Selected Publications and Speaking Engagements:

A Guide to Business Succession Planning (2012, published for U.S. Toyota~Lexus)

Speaker at the San Diego 17th Annual Tax and Accounting Institute (2013, CalCPA Education Foundation)

Material Participation Rules Might Change Tax Results (2015, San Diego Business Journal)

Panelist, Roundtable Business Forum Series (2016, San Diego Hunan Chamber of Commerce)

Speaker, International Tax Compliance Seminar (2017, China Workshop Series)

    Professional Affiliations:

Member, American Institute of Certified Public Accountants

Member, California Society of Certified Public Accountants

 

Community Involvement:

Liang is active in serving the San Diego local community. He is the current president of United Hunan Associations of America and the past president of the San Diego Hunan Chamber of Commerce; he served on the Professional Advisory Council of the San Diego Foundation, is a past board member of Ocean Discovery Institute; he is the former president and Chair of the Board of the San Diego Hunanese Association and past vice president in Finance of the American Chinese Culture and Education Foundation.