Stan Lam is a Partner in the Tax & Business Services Division in the Irvine, California office. Mr. Lam specializes in servicing emerging and closely-held businesses, including tax compliance, tax planning and business consulting for a wide range of industries and high-net-worth individuals. His experience includes assisting clients in business buy-sell agreements, executive compensation, retirement planning, and wealth management. He regularly represents his clients before taxing authorities on tax audits, disputes and resolutions. In addition to providing tax compliance services, Mr. Lam also takes special interest in proactive business and tax planning in order to enhance profitability and minimize tax burden for his clients.
Mr. Lam has served on numerous Board of Directors and Finance Committees for various nonprofit organizations over the years. He was an adjunct faculty member of Santiago Canyon College and Orange Coast College in Orange County, California for over 10 years. He also serves on the Business Division of the Technical Advisory Committee at Santiago Canyon College.
Mr. Lam has been a trusted advisor for his clients for over 30 years. He began his accounting career with a "Big Four" accounting firm in Newport Beach, California.
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- FINRA Series 7 and Series 66 Securities Licenses
- Life & Health Insurance License (CA Insurance License #0H02781)
- Registered Representative of and Securities offered through Capital Synergy Partners, Member FINRA/SIPC
Bachelor of Science in Accounting
Missouri State University
Master of Science in Business Administration
University of California, Irvine