Mengdan (Anna) Shen, CPA, is a Tax Manager at Deloitte, where they focus on individual, trust, and partnership taxation. They have five years of experience in the private wealth and investment management sector, specializing in federal, international, and state reporting requirements, including estate and gifting planning. Mengdan earned a Bachelor of Business Administration in Accounting and a Master of Accountancy in Taxation from the University of Wisconsin-Madison. Prior to their current role, they served as a Tax Consultant and Tax Senior at Deloitte and completed an internship at MassMutual Asia Ltd.
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