Kevin Truong

CPA

Tax Planning Specialist

Kevin Truong is a Tax Planning Specialist, where he plays a key role in integrating sophisticated tax strategies into comprehensive wealth plans for families with complex tax planning needs. As a licensed Certified Public Accountant (CPA), Kevin brings deep technical expertise in tax analysis, planning, and review, working collaboratively with advisors to ensure each client’s tax strategy supports and enhances their broader financial objectives.

At WIW, Kevin focuses on proactive tax planning, identifying opportunities to reduce tax drag and align tax decisions with long-term, comprehensive wealth management plans, including business, investment, and estate strategies. His work is grounded in thoroughness and foresight, helping clients navigate complex financial lives with confidence and clarity.

Prior to joining WIW, Kevin built a strong foundation in the private sector before transitioning into public accounting in the Bay Area, where he gained extensive experience with complex tax structures and high stakes planning scenarios. Throughout his career, he has advised a diverse client base including hedge fund principals, law firm partners, software engineers, start-up founders, and venture capital executives. This background equips Kevin to anticipate planning challenges and contribute meaningfully in sophisticated wealth planning conversations.

Kevin’s technical expertise is supported by a rigorous academic background. A Bay Area native, he earned his Bachelor of Science in Economics and Accounting from the University of California, Santa Barbara. As a CPA, he remains deeply engaged in evolving tax law, with particular emphasis on entity structuring, equity compensation planning, and multi-year tax strategy, ensuring plans remain durable as circumstances and regulations change.

A core area of Kevin’s specialization is equity compensation and liquidity planning. He advises on the tax implications of Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), and Restricted Stock Units (RSUs), including managing Alternative Minimum Tax (AMT) exposure and strategically timing exercises to optimize long-term outcomes. He also contributes to retirement planning, asset protection strategies, and intergenerational wealth planning as part of WIW’s fully integrated approach.

Outside of work, Kevin enjoys exploring diverse cuisines and views food to experience different cultures and perspectives. He maintains an active lifestyle through Mixed Martial Arts (MMA) and appreciates the creativity and storytelling found in video games and anime—interests that reflect his belief in balance, discipline, and continuous learning.

Kevin is deeply committed to helping clients achieve clarity and confidence in their financial lives. He takes pride in serving as a bridge between technical tax planning and holistic wealth management, translating complexity into thoughtful strategy. His career path reflects a dedication to excellence, collaboration, and delivering long-term value within WIW’s integrated planning framework.