Gerber & Co Enhances Global Tax Services With Julia Lee at Helm

Gerber & Co Expands Its International Tax Services

In an exciting development for the financial services sector, Gerber & Co has announced the expansion of its international tax division with the appointment of Julia Y. Lee, CPA, as the new Head of International Tax and Estate Planning. Based in Los Angeles, this premier full-service CPA firm is renowned for its expertise in complex tax planning and compliance, and Julia's extensive background positions her perfectly to lead these vital services.

Julia Lee arrives at Gerber & Co with over 15 years of experience in global mobility, high-net-worth advisory, and cross-border tax planning. Throughout her career, she has held significant leadership roles at major firms like Deloitte Tax LLP, PwC Singapore, and Aspiriant Wealth Management. This wealth of experience equips her to navigate the intricate landscape of international tax laws effectively.

Expertise in International Tax Strategy

As the new head, Julia will be at the forefront of the firm’s International Tax and Estate Planning team. Her focus will be on assisting high-net-worth individuals and businesses in understanding and complying with complex tax regulations around the globe. This includes guidance on areas such as double-tax treaties, tax deferral strategies, and pre-immigration tax planning.

Julia emphasizes the importance of thorough tax planning for individuals contemplating a move to the USA, stating, “Those planning to move to the USA should be aware of the complex tax provisions, the planning opportunities to minimize taxes prior to coming here, and the extensive reporting requirements on assets and income they retain abroad.” Her insights reflect the urgent need for sophisticated tax strategies in an increasingly interconnected world.