Biography

Lucy has been a trusted advisor in public accounting since 2003, bringing extensive expertise in international and US tax compliance and consulting. She supports local and multinational companies with tax strategies, compensation planning, and human resource solutions for global operations and mobility. She also specializes in tax compliance and planning for individuals and executives with cross-broader complexities.

With a proven track record of leading global engagements for Fortune 100 companies across industries such as high-tech, semiconductors, renewable energy, and financial services, Lucy is well-equipped to address complex cross-border challenges.

Prior to joining Moss Adams, she spent over 20 years at a Big Four firm, honing her skills and delivering results for a diverse client base.

Selected Speaking Engagements

  • Recent Trends and Best Practices of Chinese Companies’ Global Expansion Journey
    (Greater Seattle Area Chinese HR Annual Forum, November 2024)
  • How to Be Successful in Global Expansion: Practical Advice for Chinese Companies
    (Chinese Chamber of Commerce in Washington State (CCCWA), Seattle, January 2024)
  • Global Expansion: Best Practices
    (Hillhouse Investment Forum, October 2023)
  • Data Analysis of High-Net-Worth Individuals in the US
    (Richemont, November 2022)

Professional Affiliations

  • Member, Washington Society of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants

Education

  • BCom, international taxation, Renmin University of China
  • MA, economics, University of Guelph
  • MMPA, University of Toronto

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.