Biography

Lu has been providing international tax services since 2006. She provides international inbound and outbound tax planning and consulting for multinational companies, with a focus on cross-border investment, mergers and acquisitions, supply chain design, tax treaty analysis, and transfer pricing planning.

Lu began her career in the international tax practice at a Big Four firm. During this time, she was assigned a secondment to Shanghai, China, where she advised China-based companies on domestic and overseas acquisitions and dispositions. Through this experience, she obtained working knowledge of Asia-Pacific supply chain consulting and IP planning practices.

Selected Speaking Engagements

  • Impact investing - what it is, how it works, and how to effectively operate in this new economic environment
    (GlobalSF Luna New Year Reception, panel discussion, March 2022)
  • Navigate US International Taxes: Answers to FAQs for Foreign Companies
    (Moss Adams Webcast, December 2021)
  • COVID-19 International Tax Considerations
    (Moss Adams Webcast, May 2020)
  • Benefit from the Foreign-Derived Intangible Income Incentive
    (Moss Adams Webcast, May 2019)

Professional Affiliations

  • Member, American Bar Association
  • Member, Leadership San Jose Class of 2018

Education

  • LLB, China University of Political Science and Law
  • LLM, taxation, University of Florida

Insights from Lu Zhang

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.