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Ocean Pan 

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Ocean在美国获取会计学学士学位及税法硕士学位。毕业后，她在全球四大会计师事务所之一的安永Erntst & Young硅谷办公室开始了她的职业生涯。在房地产投资、税法和资产管理方面积累了超过十五年以上的宝贵经验。


离开安永后，Ocean开启了自己的税务及投资咨询业务。她考取多项专业执照，包括注册会计师（CPA）执照，加州房地产执照，美国金融业监管局65系列注册投资顾问执照，以及加州人寿和健康保险执照。


Ocean专长于为公司和高净值个人提供全面的财务规划服务。在过去的近二十年，她专注于帮助投资者制定省税策略，寻找合适的房地产投资项目和另类投资机会，并提供保险，信托及传承等相关咨询服务。Ocean致力于以她的专业知识和丰富经验，帮助客户解决复杂的税务问题，优化投资策略，利益最大化。

A Deferred Sales Trust™ is a smart and legal way to defer capital gains tax and reduce the overall tax burden on the sale of homes, commercial real estate, businesses, and other highly-appreciated assets.

延税信托

Deferred Sales Trust

​常见问题

2

Retirement Income

Tax Deferral

Probate Avoidance

Estate Tax Benefits

Portfolio Diversification

Maintain Wealth

Does Not Compete with Charitable Remainder Trust

Eliminates Risks Associated with Ownership

Advantages of a Deferred Sales Trust

Legal, Tested, Proven Tax Strategy

  • Developed over 27 years ago

  • Successfully transacted over 4,000 DST transactions totaling hundreds of millions of dollars

  • 16 field audits by the IRS all resulting in “No-Change” Letters

  • 3 Formal IRS reviews – No adverse findings

  • Reviewed by FINRA and SEC with no adverse opinion – Allows broker-dealers to approve their advisors to participate in the DST Strategy for clients.

  • Our tax attorneys provide Audit Defense at no additional cost

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