Suzanna Lam Cpa, Mst Email and Phone Number
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Senior Executive with an excellent track record of providing business/tax/financial advisory services that help clients in making important financial and life decisions.Who Is Suzanna Lam?A self-published author, award-winning songwriter and short-movie producer, serial entrepreneur, tax CPA with tax accounting ASC 740, international tax, domestic, SALT specialty with extensive 28 years of experience in high tech, consumer product, clean energy, real estate, PE, VC, hedge fund, professional services etc.. industries, Suzanna has gained in-depth understanding and comprehensive knowledge of advisory service. As a proven industry expert, she serves talent acquisition needs of InnoChamp Advisors. Helping people is her passion and with immense experience, she has the competency to guide deserving individuals find the right career and live life fully.What we Do?With a team of competent professionals, we specialize in wealth building and management, real estate investment analysis, mortgages, tax-efficient strategies with a common goal – “Serving Clients with Best Services”. Throughout her career, she has focused on empowering and wealth building.Primary Roles and Responsibilities:Analyze Financial Health of ClientsGuide Clients in Managing their FinancesSuggest Clients about right plan for retirementRecruit, train and lead a teamProvide online job reporting systemHire Certified Public Accountants (CPA's)What Benefits we provide you:Best Advice at the most crucial moments of financial lifePersonal Financial StrategyWide Array of Financial Problem Solving SolutionsProtect Family in case of disability and deathTrack progress of financial goalsOvercome Financial Pitfalls Effective Tax Rate (ETR) planning tips Mortgage Loan Programs best suited to your budget and choiceTax PreparationRetirement PlanningFamily Protection StrategyCollege and Financial Aid PlanningBusiness Tactics:Train New team members, Introduce new Divisions and Open doors for recruiting employees to serve clients.Interaction with business partners, discussing ideas and taking suggestions.Provide tax strategies that save clients money in light of the new tax codes that just became effective January 1, 2018.
Urban Fu$E
View- Website:
- urban-fuse.com
- Employees:
- 3
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Founder And Advisor And Director And Mentor And Songwriter And Executive Producer And ProducerUrban Fu$EJacksonville, Fl, Us
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Tax AdvisorEy Sep 2024 - PresentLondon, Gb -
Founder/Advisor/Director/Mentor/Songwriter/Executive Producer/ProducerUrban Fu$E Oct 2018 - PresentJacksonville , Florida, Us. Think creatively to bring multiple international short film awards for the production of TikTok Rollie Music Video spanning from the USA, the UK, to France, Germany, Italy, Japan, India etc.... Maintain result oriented track records and mindset within the company. Lead by examples and be inspirational through results, not lip service. Be responsible for company's vision, budget, legal, tax and accounting matters. Familiar with ASC 606, 928, 740, . Work with artists and production team around the world to make awesome music in the following genres: hiphop/rap, pop, V-pop, dancehall, R&B under the brand name Urban Fu$e. Manage the group for future growth in the US market and internationally. Identify and nurture talents (performing and production) to further the growth of the company to achieve its profitability
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Founder CeoInnochamp Advisors Jun 2011 - PresentSan Jose, California, Us. Developed leadership training programs, coached entrepreneurs on technical, leadership, communication and life skills to create an atmosphere of trust to continue to open additional agencies for broker/dealer to expand distribution network. Sourced, recruited, trained, retained new agency owners to successfully operate their own agency/branch. Reviewed clients’ financial statements, make recommendations and provide financial advice including tax planning, cash flow strategies to guide them toward meeting their short-term and long-term financial and retirement goals. Identified, researched complex various tax issues (individual, C-Corp, S-Corp, Pass-Throughs, Fiduciary, Estate & Gift) and performed tax reform calculations GILTI, FDII, 163(j), FTCand other international compliance issues (form 5471, form 8858, Form 1118 FTC) and domestic tax issues such as R&E. Experienced with high tech (stock option issues) and real estate industry (schedule D, M-3, Forms 8949, 8825, 4562, 4797, inside versus outside basis), state apportionment and allocation rules, calculation of state source income, calculation of state withholding, foreign withholding for FDAP, ECI, FIRPTA income. Built, maintained, utilized networks of client relationships and community involvement. Managed resource requirements, project workflow, budgets, billings, and collections, and prepared and/or coordinated complex written and verbal materials. Communicated value propositions for domestic tax, sales & use tax, to international tax. Assumed full responsibility for directing multiple tax engagements. Used multiple sources of information including broader stakeholder views to develop solutions and recommendations. Used data and insights to inform conclusions and support decision-making -
ContractorSummit Wealth & Retirement Partners Mar 2024 - Aug 2024Danville, California, Us -
Senior Tax ManagerPwc Dec 2022 - Mar 2024Gb -
Senior Tax ManagerGrant Thornton Llp (Us) Jul 2022 - Nov 2022Chicago, Il, Us -
Managing PartnerManaging Partner At Lam Realty Jun 2009 - Dec 2017We are a real estate investment company that specializes in residential investments.
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Founder/CeoSequoia Mortgage Advisors May 2013 - Jan 2016At Sequoia Mortgage Advisors, we like to do things a little differently than other mortgage providers. Our team works with you as financial advisors, because we have come to realize that a mortgage is a very powerful financial tool, it should be managed as part of your overall financial plan to reach your long and short-term financials much faster. So we feel it is our responsibility to help you build a Comprehensive plan that will allow acceleration of your financial growth.
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Senior Manager International Tax Mergers And AcquisitionsDeloitte Apr 2005 - May 2009Worldwide, Oo. Managed multiple client engagement teams from both resource and revenue standpoint (locally, across the country and across the world in India and other countries); built relationships with client C-Suite management; provided exceptional service to a variety technology industry clients including software, hardware, bio-tech, services.. Gained extensive experience in preparation and review of complex consolidated federal and multi-state corporate tax returns, Forms 5471’s, subpart F analysis, 8858’s, 8865’s, 966, 8832, FTC, IRC Section 956, E&P, quarterly estimated tax. Work closely with clients to minimize tax liabilities and ensure their organization complies with local, federal and international tax laws. Help clients develop tax strategies that work and streamline compliance processes.. Enhanced my international tax knowledge through working on special M&A (Merger & Acquisition) related projects including due diligence, pre-close and post-close restructuring, entity rationalization, entity structure implementation.. Built a strong foundation in tax provisions including issues related to interim reporting, expensing of stock options under FAS123R, valuation allowances, and equity entries, FIN 48. Review tax provisions and related work papers including researching and analyzing FAS 109 issues related to purchase accounting, stock options.. Served as a mentor for associates, providing counseling and support during the mid-year and year-end evaluation process. -
Tax ManagerPwc Jun 2002 - Mar 2004GbManaged the preparation of complex consolidated federal and multi-state corporate tax returns resolving issues such as ELA, spin-off, E&P, subpart F, foreign tax credit, R&D credit, MIC, FICA Tip Credits. Reviewed FASB 109 and tax accrual provisions for purposes of financial reporting. Researched and analyzed corporate tax matters relating to tax planning and compliance in the federal, state and international areas. Managed and developed client contact and relationship; managed, trained, and evaluated staff.
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Tax SeniorArthur Andersen-Domestic Corporate 1997 - 2002. Prepared and supervised the preparation of consolidated federal, combined/consolidated state returns, quarterly estimated tax, quarterly and annual tax provision under FASB 109.. Managed correspondence to federal and state agencies concerning notices, assessments and other inquiries. Supervised and trained staff.. SALT (State And Local Tax), developed skills in both state income tax and sales and use tax.
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Tax AccountantCircle International Jun 1996 - Dec 1997. Managed the entire compliance process as a tax staff in a 3-person tax team comprised of Tax Director, Tax Manager and staff.. Assisted in tax audits (IRS, California Franchise Tax Board, California state board of equalization). Responsible for the preparation of corporate federal and state income tax returns for the parent corporation and 50+ foreign subsidiaries including forms 5471's, Foreign Tax Credit, FISC tax return, insurance company return.. Assisted tax manager, tax director and outside tax legal counsels with on-going audit correspondences thus gained valuable insights about tax audit processes and how to communicate to taxing authorities effectively on tax issues being contested.
Suzanna Lam Cpa, Mst Skills
Suzanna Lam Cpa, Mst Education Details
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San Francisco State UniversityTax Law/Taxation -
San Francisco State University, Lam Family College Of BusinessTaxation
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San Francisco State UniversityTaxation
Frequently Asked Questions about Suzanna Lam Cpa, Mst
What company does Suzanna Lam Cpa, Mst work for?
Suzanna Lam Cpa, Mst works for Urban Fu$e
What is Suzanna Lam Cpa, Mst's role at the current company?
Suzanna Lam Cpa, Mst's current role is Founder and Advisor and Director and Mentor and Songwriter and Executive Producer and Producer.
What is Suzanna Lam Cpa, Mst's email address?
Suzanna Lam Cpa, Mst's email address is sn****@****hoo.com
What schools did Suzanna Lam Cpa, Mst attend?
Suzanna Lam Cpa, Mst attended San Francisco State University, San Francisco State University, Lam Family College Of Business, San Francisco State University.
What are some of Suzanna Lam Cpa, Mst's interests?
Suzanna Lam Cpa, Mst has interest in Civil Rights And Social Action.
What skills is Suzanna Lam Cpa, Mst known for?
Suzanna Lam Cpa, Mst has skills like Tax, Finance, Corporate Tax, Investments, Financial Reporting, Restructuring, Tax Accounting, Valuation, Sales, Cpa, Financial Planners, Financial Analysis.
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