Jenny Chang, EA, MBA
卓越國際稅務& 財富管理副總裁
Honors and Awards
• 2010-2016 The Million Dollar Round Table (TOT), Producing Multiple of Top of the Table productions

• 2014-2016 National Life Group Platinum Award, USA #1 for 3 Consecutive Years

• 2010-2016 Allianz Life A List, Blue, Platinum & Gold Top Producer

• 2016 National Life Group® Chairman’s Award, USA #1 (Sicily, Italy)

• 2015 National Life Group® Chairman’s Award, USA #1 (Bordeaux, France)

• 2014 National Life Group® Chairman’s Award, USA #1 (Sydney, Australia)

• 2013 National Life Group® Chairman’s Award, USA Top 3 (United Nations, NY)

• 2012 National Life Group® Chairman’s Award, USA Top 3 (Barcelona, Spain)

• 2014 -2016 National Life Group® Diamond Club, USA #1

• 2012-2013 National Life Group® Diamond Club, USA Top 3

• 2016 MDRT US Protection Committee Council

• 2015 MDRT US Tax Planning Committee Council

• 2014-2016 National Life Group® Marketing Advisory Council

• 2014 MDRT Annual Meeting Speaker (Toronto, Canada)

• 2013 Allstate LBL Leadership Award (Montreux, Switzerland)

• 2013 International Insurance Annual Meeting Speaker (South Korea)

• 2013 MDRT Annual Meeting Forum Discussion Speaker (Philadelphia, PA)

• 2011 North America Life Top Producer

• 2010-2016 Allianz Life WomenNetwork Leadership Club

• 2010-2012 AIG AGLA Top Producer & Leadership Club

• 2009-Present, Board Director of the Gracious Life Foundation. Leading World Youth Championship Golf Team and holds many Charitable activities for the Lucile Packard Children’s Hospital of Stanford University.
  50+“A”rated companies

  Need a Speaker?
Jenny is committed to community services and is frequently invited as a guest speaker on current business & family financial planning issues by local news media, non-profit organizations and chambers of commerce....
--Retirement Planning
--Asset Protection/Transfer
--Insurance Planning
--College Financial Aids
--Estate Planning/Tax Saving Strategies

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Elite Wealth Financial & Insurance Services and Elite Tax Accounting with accountants, attorneys, private equity firms and family offices to find better paths to financial success. We help manage risk, reduce insurance costs, manage taxes, and build successful exit strategies. We offer a unique perspective to finding quantifiable, results-based solutions to your most complicated financial challenges.

Our focus is simple. We want to help you understand and overcome the complexities and implications of managing, preserving and distributing your wealth. We do this in a way that is aligned with your core values, specifically your family values, dreams, and aspirations.
Elite Wealth Group
Elite Tax & Accounting
  • Integrated Wealth Planning
  • Tax Saving Strategies
  • Retirement Planning
  • Insurance Planning
  • 401K/IRA Rollover
  • Business Planning
  • Defer Compensation
  • Defined Benefit Plan
  • Advanced Estate Planning
  • Asset Protection/Wealth Transfer
  • Tax Planning & Compliance
  • Estate, Gift & Trust Services
  • Voluntary Disclosure Program
  • New Business Establishment
  • Charitable Giving & Wealth Management
  • Business Valuation &Financial Modeling
  • Financial Reporting & Forecasting
  • U.S. Investment Consultant & Valuation
  • Corporation, Individual & International Tax
  • Tax Dispute and Representation




中國企業來美併購的稅務規劃 巴菲特如何將稅率從38%到9%?
Option & RSU 潛在風險? 美國房地產投資信託的風險&稅務優勢?
期權與限制性股票? 為何中國資本熱衷投資美國商業房地產?
父母贈與房地產給子女好不好? 移民美國後售出國外房產稅務

Coming soon...


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