William Yeung | Act For One Management Ltd.

Background 專業背景

Three decades in tax, estate & trust accounting 三十年稅務、遺產及信託會計經驗

For thirty years, William Yeung has helped families and business owners navigate the financial questions that matter most — protecting an estate from mismanagement, resolving a dispute with the Canada Revenue Agency, or planning how wealth passes safely to the next generation.

As Owner and Principal Tax Accountant of Act For One Management Ltd., William brings together the technical precision of forensic accounting with the judgment that comes from sitting across the table from grieving families, cautious executors, and CRA auditors alike.

楊偉廉(William Yeung)在稅務及財務領域深耕三十年,專注協助家庭及企業主處理最重要的財務課題——保障遺產不被濫用、與加拿大稅務局(CRA)解決爭議,或規劃財富如何安全傳承至下一代。

作為 Act For One Management Ltd. 的創辦人及首席稅務會計師,William 兼具鑑證會計的嚴謹態度,以及多年來與喪親家庭、審慎的遺產執行人及CRA審計人員打交道所累積的判斷力。

TEP — Trust and Estate Practitioner— 信託及遺產從業員

RPA — Registered Professional Accountant— 註冊專業會計師

CFP — Certified Financial Planner— 認可財務策劃師

What I Help With 服務範疇

Wealth transfer planning, in practice 財富傳承規劃

Intergenerational Transfer, Tax & Financial Planning 跨代資產轉移、稅務及財務規劃

Estate freezes, corporate reorganizations, and coordinated tax & financial strategy for passing wealth to the next generation.

遺產凍結、公司重組,以及跨代財富傳承所需的稅務及財務策略規劃。

Foreign Income & Asset Tax for Canadian Residents 加拿大居民海外收入及資產稅務

Reporting overseas property, investments, and income accurately — and taking advantage of every relief available.

準確申報海外物業、投資及收入,並善用各項可享的稅務寬免。

Non-Resident & Returning Resident Tax 非居民及回流居民稅務申報與財務安排

Departure tax, Certificates of Compliance (T2062/T2062A), and financial arrangements for moving in or out of Canada.

離境稅、稅務清繳證明書(T2062/T2062A),以及移入或移出加拿大所需的財務安排。

Estate Administration & Trust Tax 遺產管理、分配、法庭帳目、信託及離世者稅務

Passing of accounts, executor support, trust accounting, and final tax returns — handled with the rigour of forensic review.

法庭帳目、協助遺產執行人、信託會計及離世者稅務申報,以鑑證會計的嚴謹標準處理。