Shirley Wei

Shirley is a Principal in BDO USA’s SALT practice in Los Angeles, focusing on multistate controversy and consulting for corporate, pass-through, and private wealth clients. She has 17 years of experience in state and local tax, including tenures in a Big Four firm’s Washington National Tax – Multistate Tax Services group and Reed Smith’s State Tax Group.

Shirley represents individual and business clients in a variety of industries in state and local tax controversy matters through all stages, from initial inquiries and audits through appeals.  During her career, Shirley has litigated cases against the California Franchise Tax Board and represented taxpayers in hearings before state and local tax agencies in the various states.

Additionally, Shirley advises clients on complex tax positions and transactions covering a broad spectrum of state and local tax issues across the United States involving the corporate and personal income tax, franchise tax, gross receipts tax, sales and use tax, property tax, unclaimed property, and various other taxes. Her experience extends to counseling clients on issues arising in connection with business formations, operations, restructurings, and terminations.  Shirley has extensive experience on multistate tax principles, including unity, business/non-business income, apportionment, sourcing, I.R.C. conformity, accounting method changes and elections, and various other issues.

During her career, Shirley has also led initiatives relating to legislative and regulatory matters, working closely with state tax representatives on tax policy and procedures. She is a frequent speaker at state tax conferences and events, such as the California Tax Policy Conference, and has co-authored publications in various state tax publications. Shirley has earned a Juris Doctor and LL.M in Taxation. She is a California licensed attorney and Certified Public Accountant.