Overview

Ada has more than 20 years of experience in tax consulting and compliance services, advising publicly traded companies, middle-market business, and closely held businesses on complex tax matters and strategic transactions. She works closely with clients to develop practical, tax-efficient strategies that support both immediate transaction objectives and long-term business goals.

With deep technical expertise and a business-minded approach, Ada helps clients navigate complex tax issues throughout the business lifecycle—from entity formation and acquisitions to restructuring and eventual exit. Her areas of specialization include business mergers and acquisitions, legal entity rationalization, debt restructuring, loss limitations, pass-through entities and multi state taxation.

Ada has extensive experience with buy-side and sell-side transactions, helping clients identify opportunities to minimize tax costs, maximize available deductions, and structure transactions to preserve value. She also helps clients understand the tax and reporting implications of complex transactions, translating highly technical requirements into clear, actionable guidance.

Her combination of transaction experience, technical knowledge, and strategic perspective allows Ada to serve as a trusted tax advisor to clients navigating significant business decisions and complex corporate transactions.

Ada received her master's degree in taxation from Golden Gate University and her bachelor's degree, with honors, in accounting, from California State University, Fullerton. She is a Certified Public Accountant in California.

Professional Experience

Open Text Corporation
PwC LLP
KPMG LLP

Credentials and Certifications

  • CPA, California

Education

MST, Golden Gate University
BA, Accounting, California State University, Fullerton, with honors

Languages

  • Cantonese, Mandarin
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