Overview
Alvin Chan is a committed partner at Aprio, where he excels in delivering extensive tax and wealth management services tailored to small and medium-sized businesses, startups at various stages of growth, and affluent families. Driven by a fervor for nurturing growth and innovation, Alvin works with clients to craft novel ideas and strategies that propel their success. His comprehensive approach focuses on tax planning and investment strategies and includes essential estate planning and overall wealth management, ensuring that families and businesses attain their financial aspirations.
Experience
Drawing from a wealth of experience in income tax, cash flow management, and tax-saving strategies, Alvin stands out in his ability to guide startups and small to medium-sized businesses from their early stages to successful exits. He has a unique talent for assisting clients who lack financial expertise, simplifying intricate financial concepts, and enabling them to make well-informed decisions. Over his career, Alvin has been pivotal in steering clients through critical junctures, from choosing the appropriate business entity to crafting effective profit reinvestment plans. His dedication has yielded extraordinary outcomes, such as fostering the growth and eventual sale of numerous companies worth around $300 million. Clients repeatedly seek his expert counsel on tax planning, investment strategies, and the crucial steps for launching a prosperous business.
Education & Affiliations
Alvin holds a Bachelor of Arts in Economics from the University of California, Berkeley. He is actively involved in the professional community as a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA), demonstrating his commitment to ongoing professional development and excellence in the field.
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