Yi Ding, CPA

As head of the tax team, Yi focuses on both tax planning and preparation, drawing on his deep expertise with complex tax situations. With experience in areas such as multi-state filings, Schedule K-1s, and foreign income, he is dedicated to ensuring that clients’ tax strategies are optimized for their unique financial circumstances.
Favorite Locale:

Camping on the ice of a frozen reservoir in Beijing, China

Favorite Book :
A Single Tear: A Family’s Persecution, Love, and Endurance in Communist China

Professional & Personal Journey

Yi Ding’s expertise in tax planning was shaped by years of experience working with complex financial situations. Starting his career at Goldman Sachs, Yi specialized in preparing tax returns for ultra-high-net-worth clients, handling intricate areas such as Schedule K-1s, foreign income, and multi-state reporting. He also represented clients before the IRS and state tax authorities as their Power of Attorney. In 2023, he joined Walled Lake Planning & Wealth Management, where he now leads the tax strategy services. 

Outside of his professional responsibilities, Yi enjoys spending time outdoors and giving back to his community. He serves as a River Steward for the Lake County Forest Preserves, helping to maintain and improve the Des Plaines River. When he’s not kayaking or working on river conservation efforts, Yi can often be found on the basketball court (where he recently made 20 three-pointers out of 23 attempts) or expanding his collection of sports cards. He has a particular interest in cards featuring international NBA players, especially Chinese and Asian American athletes. Yi is also fluent in Mandarin and Korean.