With over 20 years of domestic and international accounting experience, Tax Principal, Wonsun Shin Willey, leads the SSF Estate & Trust practice at the Firm. She specializes in tax compliance and consulting for high-net-worth individuals, families and their businesses.
Wonsun’s client base includes many top Silicon Valley entrepreneurs, including angels, venture capitalists, and founders of some of the well-known Silicon Valley companies. She also works with high-net-worth individuals, multi-generational family groups and their businesses in various industries, including real estate, manufacturing, and agribusiness. Wonsun works with these individuals and their families to bring optimal income, gift and estate tax solutions whilst helping them achieve their wealth preservation, charitable and other financial goals.
Wonsun is a recipient of the YWCA Tribute to Women Award, which recognizes women exemplifying excellence in executive-level positions.
Wonsun received her Bachelor’s degree in Accounting and Information Systems from the University of New South Wales in Sydney, Australia in 1991. She is a licensed CPA in the State of California, a member of the American Institute of CPAs, and maintains her Australian certification as a Chartered Accountant. In her free time, Wonsun enjoys spending time with her family, watching movies and eating ice cream. She is also fluent in Korean.
Blog Insights from Wonsun
IRS Withdraws Proposed Estate Tax Valuation Rules On October 4, 2017, the Treasury Department announced that it would withdraw the proposed regulations under Internal Revenue Code Section 2704. IRS formally withdrew the proposed regulations [...]
Charitable Estate Planning Using Charitable Trusts, Donor Advised Plans and Family Foundations for tax advantaged wealth transfer For many individuals and families with substantial wealth, estate planning conversations focus on maximizing after tax value [...]