Celine Lin

Celine Lin

Insurance & Tax Planning Advisor

Education

MBA, Tianjin University of Finance and Economics

Professional Experience

With over 10 years of corporate accounting and tax planning experience, I have deep understanding of small and medium business structures, corporate surplus management, shareholder dividend strategies, and holding company design.

Years of hands-on experience enable me to accurately identify business owners core needs in tax planning and wealth management, providing practical and actionable solutions.

Areas of Expertise

  • Corporate Tax Planning & Optimization
  • Shareholder Dividend Strategy Design
  • Holding Company Structure Setup
  • Life Insurance & Corporate Tax Integration
  • IFA (Policy Loan) Planning
  • IPP Retirement Planning
  • Wealth Transfer & Estate Planning

Service Philosophy

I excel at integrating life insurance, corporate taxation, policy loans, retirement planning, and wealth transfer to create comprehensive, executable strategies for business owners.

I believe every client situation is unique, which is why I always provide personalized consulting services to ensure solutions truly meet clients actual needs and long-term goals.

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Why Choose Me

Deep Expertise

10+ years of accounting and tax experience, understanding business owners core needs

Integration Capability

Comprehensive planning that combines insurance, tax, and succession strategies

Team Collaboration

Close collaboration with lawyers, accountants, and financial advisors for compliant solutions

Actionable Execution

Not just planning, but focusing on executability and long-term effectiveness

Let Us Start a Conversation

Understand your needs and create a customized plan for you

Book a Free Consultation