EXPERTISE
- From local experience to an international perspective, we create a comprehensive advisory system that integrates legal, financial, and inheritance services.
- Chienchin Yipin CPA Firm, with its professional team possessing qualifications as lawyers, Taiwanese accountants, and American accountants, provides integrated services covering tax planning in Taiwan and the United States, company establishment, asset succession, and family trusts.
- Our mission is not just tax filing and calculation, but to create a legal, compliant, and sustainable wealth structure for your assets.
Asset and Financial Planning
Integrate your asset structure to plan ahead for future succession and risk management.
Tax Planning and Filing in Taiwan and the United States
We differentiate between local tax systems and international standards, and tailor a dual-track solution for you to legally save taxes.
Company Establishment and Holding Structure Design
From local to overseas, we help you build a robust, compliant, and sustainable business system.
Trust planning and family office advisor
Beyond tools, create a blueprint for sustainable governance and generational succession for your family.
Insurance Tax and Policy Planning
By combining insurance and tax regulations, we create highly flexible and efficient inheritance protection for your assets.
Asset and Financial Planning
Integrate your asset structure to plan ahead for future succession and risk management.
● Asset inventory and allocation optimization recommendations
- Wealth Structure Diagnosis and Redesign for High-Asset Families
- Overseas Asset Import and Tax Arrangement Strategies
- Retirement planning, children’s education trusts, and long-term care fund allocation
- Asset preservation design in conjunction with wills, marital property, and company equity systems
📍 Target audience: Family asset managers, business owners, those preparing for retirement, or those planning asset transfer.
Tax Planning and Filing in Taiwan and the United States
We differentiate between local tax systems and international standards, and tailor a dual-track solution for you to legally save taxes.
🇺🇸 US Tax Services
● US Individual Tax Filing（Form 1040／1040-NR）
- Overseas Asset Reporting (FBAR/FATCA)
- US Gift Tax/Inheritance Tax Strategy Analysis and Tax Filing
- Comprehensive tax planning before and after immigrating to the United States (including asset restructuring, trust design, and asset appreciation adjustments)
- Tax residency identification and double taxation risk planning
- IRS Tax Notices, Penalties, and Request for Assistance Procedures
●Tax issues related to assets in the United States (stocks, real estate, gifts).
●Tax Planning for Buying a House in the United States
📍 Target audience: Taiwanese tax officials, U.S. green card holders/citizens, cross-border families, high-net-worth immigrants and investors
🇹🇼 Taiwan Tax Service
● Inheritance tax, gift tax, tax savings and distribution planning
- Comprehensive Income Tax and Corporate Income Tax Declaration and Trial Calculation
- Calculation of integrated property tax and value-added tax assessment
- Tax planning for equity transfer and asset restructuring
- Tax dispute resolution and tax authority explanation preparation
Company Establishment and Holding Structure Design
From local to overseas, we help you build a robust, compliant, and sustainable business system.
🇺🇸 US company establishment
● Establishing LLC、C-Corp、S-Corp
- Company type selection and tax structure design
- EIN application and federal/state government registration
- Initial operational structure and US tax filing support
🌍 Overseas holding structure
● Holding companies established in BVI/Cayman/Hong Kong, etc.
- Overseas Fund Management and Trust Arrangements
- Cross-border equity planning and transfer design
📍 Target audience: Cross-border businesses, companies preparing for IPOs, and those establishing overseas asset portfolios and family holding structures.
🇹🇼 Establishment of a Taiwanese company
● Company/Business Establishment and Change Registration
- Tax registration, invoice application, business tax processing
- Shareholder agreement, articles of association design and legal compliance consultation
- Foreign investment establishment process in Taiwan
Trust planning and family office advisor
Beyond tools, create a blueprint for sustainable governance and generational succession for your family.
● Personal Trust, Family Trust Design and Tax Structure Integration
- Combining will drafting with estate execution system
- Equity Trusts, Asset Preservation and Segregation Design
- Family bylaws and asset governance plan
- Wealth education, establishment of family member coordination and governance systems
📍 Target audience: High-net-worth families, multi-generational business families, and clients with specific asset protection or control objectives.
Insurance Tax and Policy Planning
By combining insurance and tax regulations, we create highly flexible and efficient inheritance protection for your assets.
Insurance has long transcended its role as a risk protection tool, becoming a crucial resource for high-net-worth families in tax planning and asset transfer. We assist you in integrating your insurance policies with your family’s financial and tax structure, designing comprehensive solutions that meet your needs for estate tax, gift tax, and long-term care funding. From life insurance trusts and policyholder arrangements to premium financing and asset-backed lending, we ensure that your insurance policies are not just protection, but also a key component for your stable asset transfer.
● Tax-saving policy structuring design (high-asset bequest and asset segregation planning)
- Life insurance trust planning and policyholder design
- Policy loans, premium financing and flexible asset utilization
- Analysis and Configuration of Long-Term Care Insurance Policies/Annuity Policies
- In line with the design of inheritance and gift taxes, avoid financial difficulties and tax disputes.
- Integrating a holistic strategy that combines insurance policies with company equity, prenuptial agreements, and children’s trusts.
🛡 Help avoid eight high-risk insurance policy types to prevent the IRS from denying the tax-saving benefits.
Our team is familiar with tax practices and policy structure review, and will help you avoid common high-risk dispute scenarios, ensuring that your insurance proceeds have legal tax-saving effects and are not included in estate tax. This includes:
- Critical Illness Insurance: Insurance can be purchased when the insured has already been diagnosed with a critical illness.
- Insurance for the elderly: Individuals aged 70 and above purchasing high-value insurance policies.
- Short-term insurance: Death occurring shortly after the policy is purchased.
- Lump-sum payment insurance: Pay a large premium in one lump sum.
- Huge insurance premiums: Coverage amount far exceeds the general market level
- Intensive insurance purchases: purchasing multiple insurance policies in a short period of time
- Taking out loans to purchase insurance: paying high insurance premiums by borrowing money.
- Premiums higher than or equal to the insurance payout: An abnormal ratio, contrary to the principles of insurance economics.
📍 Target audience: High-net-worth families, those with insurance policy asset allocation needs, those with long-term care or inheritance planning needs, and business owners who want to link equity and insurance.