Soochow University, LL.M. (1996)
Soochow University, MBA (1989)
National Taiwan University, BA (1985)
Tax Consultancy, Tax Planning and Tax Dispute; Transfer Pricing Analysis and Consultancy; Planning and Consultancy of Estate Tax; Trust Law and Trust Tax Law; Investment, Merger & Acquisition; Employee Stock Option Plan Design and Consultancy; Corporate Law and Securities Law; Resolution or Litigation of Sophisticate Business Cases
Deputy General Council member, The Chinese Taipei Branch of International Fiscal Association
Director, "Taiwan Trust Association
Advisor, Committee for Trust Law, Taiwan Bar Association
Advisor, Committee for Trust Law & Insurance Law, Taipei Bar Association
Advisor, Committee for Family Succession, Taiwan Trust Association
Advisor, Committee for Management and Audit of Results from Research and Development, MOST
Advisor, Committee for Determination of Estimated Cost for Shares Contributed by Technology, MOST
Advisor, Committee for Interest of Science & Technology, MOST
Advisor's Representative, Committee of Taxation of New Financial Products of the Ministry of Finance
Advisor's Representative, Committee of Tax Policy & Regulations of the Ministry of Finance
Advisor, Committee of Tax Policy of Taipei CPA Association
Assistant Manager, Arthur Andersen & Co., CPAs
Family Trust Planning Consultant
R.O.C. Arbitrator
Admitted to Taiwan Bar Association (1997)
R.O.C. CPA (1985)
Mandarin, English, Taiwanese Hokkien
| 2026 |
Navigating generational succession in Taiwan estate planning
Asia Business Law Journal |
| 2020 |
Business Operations in the Republic of China (Taiwan) (Portfolio 7080) Bloomberg BNA Tax & Accounting |
| 2020 |
BLOOMBERG TAX GUIDE TO INDIRECT TAXATION (VAT/GST) - Taiwan Bloomberg Tax |
| 2025 |
2nd Asian-Pacific Chinese CPAs Cooperation (APCCC) Forum | Speaker Asian-Pacific Chinese CPAs Cooperation |
| 2019 |
Seminar for legal risk and practice of inbound investment under the Management, Utilization, and Taxation of Repatriated Offshore Funds Act Lee and Li, Attorneys-at-Law |
| 2018 |
High Net-worth estate planning seminar - family estate planning ans business succession Lee and Li/UBS |
| 2018 |
High Net-worth estate planning seminar -impact of CRS and long-term strategy Lee and Li/Lombard Odier |
| 2017 |
Workshop for family estate planning ans business succession Lee and Li/Bank Julius Baer |
| 2016 |
Seminar for Taiwan capital market and Taiwanese enterpreneurs's fortune succession CTBC Bank |
More |