Annie (Jing) Liu, CPA, CFP®
Beacon Tax Group
Speaker · Day 1
Presentation
Building a Solid Financial Future for Families with Special Needs
Biography
Certified Public Accountant and Certified Financial Planner with 25 years of experience. Partner at Beacon Tax Group. Specializes in cross-border taxation, wealth transfer, and asset protection strategies for families with special needs members.
Research Themes
Financial PlanningSpecial Needs