Tax-Aware Planning
Ren Asakawa
Partner for tax-aware planning. A CPA who plans the return before anyone files it.
Certified: 2010
Languages: EN JA
(919) 555-0133
ren@fennimoreplatt.com
Ren joined as a partner in 2018 after eight years in the private client tax group of a national accounting firm. He leads tax-aware planning: Roth conversions, equity compensation, charitable giving and the yearly tax projection.
He works directly with each client’s CPA and sends the projection with the reasoning behind it, so the plan and the return tell the same story.
Selected client plans
Education and credentials
Master of Accountancy, Wake Forest University, 2009
BS Business Administration, University of Washington, 2008
Certified Public Accountant, North Carolina, 2010
CFP® certification, 2014
Memberships
American Institute of CPAs, Personal Financial Planning Section
North Carolina Association of CPAs
