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Catherine
Wong
Managing Director, Tax
4200 Bohannon Drive, Suite 250
Menlo Park, CA 94025

Overview

Catherine has over eight years of experience in public accounting. She started her career at one of the Big Four accounting firms and joined BPM in 2006. Catherine has experience in tax compliance and consulting for private client services, corporate executives, multi-national families, and domestic and foreign trusts. She assists clients in the voluntary disclosure program, represents clients before the IRS, and advises clients on expatriation tax matters. Catherine assists non-U.S. residents on tax structure of real estate investment in the U.S. 

Catherine Wong holds an active CPA license in Texas.

Interesting Tidbit

Catherine likes to hike, and once hiked overnight, by moonlight, through Yosemite National Park to watch the 6:00 AM sunrise at Half Dome.

Community

  • Member — California Society of CPAs (CalCPA)
  • Member — Society of Trust and Estate Practitioners

Certifications

Certified Public Accountant (CPA)

Education

BA/Accounting – University of Texas, Austin
MPAcc/Taxation – University of Texas, Austin