September 22-30, 2023

Money Summit

Money Summit is the country’s pioneer in investment conferences. Since 2010, we have educated tens of thousands of Filipinos on personal finance and investing.

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>Atty. Rachel Uy-San Juan
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About The Speaker

Atty. Rachel Uy-San Juan

Atty. Rachel T. Uy-San Juan is a CPA-lawyer, Registered Financial Planner, and founder of R. Uy-San Juan & Associates Law Firm.

Atty. Rachel T. Uy-San Juan is the founder of R. Uy-San Juan & Associates Law Firm. A CPA-lawyer, she leads the firm’s corporate and tax practice. She has in-depth expertise in estate planning, tax structuring, tax compliance, and tax litigation, among others.

As a tax expert, Atty. Rachel has handled tax cases before the Bureau of Internal Revenue (BIR) and the Court of Tax Appeals (CTA). She also has extensive experience in corporate law. Some of her significant works involved corporate restructuring, tax litigation and settlement, and estate planning and settlement. She has been entrusted to act as transaction counsel in mergers and acquisitions, projects which are worth billions of pesos.

Prior to founding the firm, Atty. Rachel honed her skills and expertise through significant professional engagement. She was an Associate Auditor of Isla Lipana & Co. (formerly Joaquin Cunanan & Co.), a PricewaterhouseCoopers affiliate, which provides audit and assurance, tax and advisory services within and outside the Philippines. She was an Associate of SyCip Salazar Hernandez & Gatmaitan (2010-2014). After leaving the firm, she co-founded Ho & Uy Law Firm in July 2014, where she was a Managing Partner until September 2019.

Atty. Rachel served as a Court Attorney for the Office of Justice Estela M. Perlas-Bernabe (2012-2013) and as Attorney-General at the Philippine Business Council – Qatar (PBCQ). She was a Consultant to the Office of former Justice Undersecretary Jose F. Justiniano (2013-2014) and to the Supreme Court of the Philippines (2016).

She was also a professor of taxation. Her proven expertise in taxation and corporate law makes her one of the esteemed speakers to various seminars and symposia. Atty. Rachel graduated top of her class and a Magna Cum Laude at Manuel S. Enverga University Foundation in Lucena City in 2004 with a degree in Bachelor of Science in Accountancy. She studied law at the University of the Philippines-Diliman and earned her Juris Doctor degree as one of the top graduates of her class, receiving the Dean’s Medal for Academic Excellence.

Since 2015, Atty. Rachel is a Registered Financial Planner Graduate. She also became a Chartered Trust Estate Planner in 2017, after completing the certificate course provided by American Academy of Financial Management, in which she graduated with distinction. She is a member of the Integrated Bar of the Philippines and the Philippine Institute of Certified Public Accountants.

Watch the replays here (password-protected for delegates only)