What Jerry Yu Lawyer has to say about being an accounting guru  

It has long been said that there are two things certain for everyone — death and taxes. You can make that three things: accounting guru Jerry Yu being the one who can help you the most with your complicated taxes.

A master of strategic tax planning since 1999, Jerry Yu Lawyer can assist with everything from estate planning and issues with philanthropy to understanding trusts.

Through high-level tax planning, he has provided countless entrepreneurs, individuals, businesses, and families with vital tax solutions and comprehensive tax planning.

A good tax accountant may be hard to find, but when you find Jerry Yu, you can breathe easy knowing your taxes are in good hands.

The Jerry Yu Difference

A partner with the highly respected Moss Adams LLP, Jerry Yu Lawyer works closely with clients from all walks of life to establish a strong foundation to keep more of the money they need and deserve. He typically does this when individuals and businesses are undergoing a range of liquidity events, such as loans, out-of-state trusts, and IPOs.

Liquidity can be an exciting but stressful time for many, but Yu is specially trained to set any client on the right track.

He received a B.A. from the University of California, Berkeley, a  J.D. from the University of Washington School of Law, where he also earned two L.L.M.s, in taxation, as well as Asian and comparative law.

It’s that unique background that makes Yu an effective and forward-thinking tax accountant.

Dedicated to Excellence

No financial plan is the same as another. It takes an accounting guru who knows his client inside and out, understands a client’s goals and passion, and has a well-rounded understanding of the economic factors that may impact a future tax plan.

That is exactly why Yu loves his job. He approaches each situation and each client differently because that is how it should be. Yu provides numerous strategies to each client that he believes will set them on the best path for their financial journey in advance.

Complex tax issues? Yu knows them and knows how to fix them. He also stays one step ahead for his clients by constantly evaluating the implications of in-the-works transactions for taxes.

Finding tax alternatives is often a priority for those with high net worth. Yu finds them.

How Yu Can Work For You

From business owners looking for a needed tax return and overdue for tax planning to general financial consultation, Jerry Yu Lawyer always ensures that his clients get the best financial results possible.

Focusing on individual income tax and business tax services across industries and with private clients, Yu has worked within a range of industries, from tech and software to real estate.

Yu even brings his insight regularly to college campuses to foster the next generation of great tax minds.

At numerous universities, Jerry Yu teaches several topics, including tax research, retirement plans, and the ins and outs of the business side of real estate.

Advice From Jerry Yu

Yu takes pride in tailoring his advice and planning for each client.

He knows the factors that may dictate the solutions he provides, including the current economy, overall cash, and charitable intentions. With all the needed information, Yu tailors an approach made just for you.

Yu can drastically help those who are starting their own business or build a company and are experiencing the financial insecurity connected to the venture.

Entrepreneurs starting out, he says, should at least keep the signed stock purchase on hand and knows the exact tax exclusion to use for stocks in small businesses.

Are you an entrepreneur experiencing huge liquidity? There are many factors Yu uses to guide his advice, including taking advantage of low-interest rates to create a charitable trust.

It’s all about strategy as an accounting guru.

It’s not just about keeping up with economic trends and knowing tax law inside out. Part of why Jerry Yu succeeds as a partner at an accounting firm is because of who he is rather than what he knows.

Yu is practical but compassionate, friendly, positive, and empathetic even under fire. For Yu, these characteristics lead to trust and a long, healthy relationship with his clients.

Confident financial planning with Jerry Yu

Taxes can be frustrating and they’re almost always complicated. According to a WalletHub survey, 50% of people would rather endure jury duty than do their taxes.

But for small businesses and high-income individuals needing to carefully consider their financial present and future, Jerry Yu Lawyer is essential.

Planning and individual needs are key and by working with Yu, clients can receive a thorough service that makes the best use of the current tax code and develop a strategy for a financially secure future.

It’s nearly impossible for the average person to keep up with all of the tax adjustments that come with every new presidential administration and even change year to year.

For Yu, that comes easily. His main overall goal will always be helping clients keep control over their finances and develop the best plan possible for you, your family, and your business.

It’s easy to have a murky vision of the future, especially in times of liquidity and business launches.

With Jerry Yu Lawyer, you can begin to see everything clearly — and your financial future is brighter than you ever could have imagined.