Gerber & Co Expands International Tax and Estate Planning Services with the Appointment of Julia Lee as Head of International Tax

LOS ANGELES, March 26, 2025 /PRNewswire/ -- Gerber & Co, a premier full-service CPA firm specializing in complex tax planning and compliance, proudly announces the expansion of its international tax division with the appointment of Julia Y. Lee, CPA as Head of International Tax and Estate Planning.

Julia Lee brings over 15 years of experience in global mobility, high-net-worth advisory, and cross-border tax planning, having held key leadership roles at Deloitte Tax LLP, PricewaterhouseCoopers (PwC) Singapore, and Aspiriant Wealth Management. Throughout her career, she has been at the forefront of international tax strategy, specializing in inbound and outbound migration tax planning, tax minimization, and compliance with complex global tax structures.

At Gerber & Co, Julia will lead the firm's International Tax and Estate Planning team, helping high-net-worth individuals and businesses navigate the intricate web of international tax laws, with a particular focus on double-tax treaties, tax deferral strategies, and pre-immigration tax planning.

"Those planning to move to the USA should be aware of the complex tax provisions, the planning opportunities to minimize taxes prior to coming here, and the extensive reporting requirements on assets and income they retain abroad," said Julia Lee.

Gerber & Co has built a reputation as a trusted partner for individuals and businesses with global tax obligations, leveraging its team of former "Big Firm" professionals to provide world-class advisory services.

Selwyn Gerber, CPA, Founding Partner of Gerber & Co, stated: "We are delighted to have Julia on board. She brings a wealth of experience and expertise to our already robust team. Her deep knowledge of international tax matters will be invaluable as we continue to expand our global advisory capabilities."

For more information about Gerber & Co's International Tax and Estate Planning services, please contact the firm at 310.945.4000.

About Gerber & Co

Founded as a full-service CPA firm, Gerber & Co has built its reputation on providing sophisticated tax planning and compliance services, with a specialization in complex domestic and international tax matters. The firm serves high-net-worth individuals, families, and businesses, offering strategic solutions for tax efficiency and compliance across multiple jurisdictions. The firm has a robust audit and attest team and also provides family office / outsources accounting services for high net worth individuals, small businesses and celebrities.

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SOURCE Gerber & Co