Winston Yen, CPA
Partner
Before joining Bernstein & Pinchuk, LLP, Mr. Yen was the founder of ACCellence, LLP, where he provided accounting and tax services to small- to-mid-sized local and international businesses and their owners. In operation from 2006, ACCellence, LLP worked with Los Angeles-area clients with close ties to Greater China. He has served as the Chief Financial Officer for a NYSE-listed company and held the position of director at a NASDAQ-listed organization; as a result of the expertise gained at these positions, Mr. Yen presently serves as an ‘external CFO’ for a number of long-term clients who look to him for business or financial advice. Additionally, he provides financial consulting services to various U.S. public companies. Early in his career, he worked as a senior tax manager at several large regional and national public accounting firms.
Mr. Yen attended the University of Illinois at Urbana-Champaign and received a Master of Accounting Science degree in 1994. He is licensed in California and is a member of the California Society of CPAs.
Expertise
Industry Insight
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Gift and Estate Tax Primeron April 25, 2024 at 8:00 am
Article Highlights: Exclusions from Gift and Estate Taxes Annual Gift Tax Exclusion Gifts for Medical Expenses and Tuition Lifetime Exclusion from Gift and Estate Taxes Spousal Exclusion Portability Qualified Tuition Programs Basis of Gifts The tax […]
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Video Tips: Are You Ignoring Your Retirement Planning?on April 23, 2024 at 8:00 am
Some people ignore or put off planning for their future retirement needs. Although the retirement phase of life may seem to be far in the future, to retire comfortably, people should start planning for it early in life.