Wei Pan

CPA
Advisor

Wei’s primary focus is serving businesses, trusts, individuals, and high-net-worth clients. Wei specializes in tax compliance, representation before taxing authorities, tax planning, estate and retirement planning, and the preparation of tax returns for individuals, businesses, trusts, and estates.

Wei’s experience includes assisting clients with the sale of businesses and personal property, wealth management, tax planning, and business agreements. Wei also advises clients on investment allocations and overall financial planning. 

Office Phone: 561-472-0191

Email: wei.pan@gbltrust.com

Areas of Expertise

• Tax Services

• IRS and State Representation 

• Wealth Management

• Retirement Planning

• Estate Planning

• Foreign Transaction Reporting

• Real Estate Transactions

Education

• M.S. in Accounting, Florida State University

• B.A in Admin., Sichuan International Studies University, China

• Certified Public Accountant, American Institute of Certified Public Accountants

• Series 65 Securities Licensure, FINRA