Ivan Lu Email & Phone Number

台灣 臺北市 台北

台灣 臺北市

•Extensive experience in applying for tax incentive schemes to effectively reduce tax burden•Equipped with know-how to assess the best approach to reduce tax impact•Be able to file tax incentive application without CPA services, reducing significant cost and maximize benefits for company•Provide tax insights in early stage of transaction and minimize tax impact for daily operation•Cooperate with outside service providers (e.g. CPA) to ensure compliance tasks are completed… Show more •Extensive experience in applying for tax incentive schemes to effectively reduce tax burden•Equipped with know-how to assess the best approach to reduce tax impact•Be able to file tax incentive application without CPA services, reducing significant cost and maximize benefits for company•Provide tax insights in early stage of transaction and minimize tax impact for daily operation•Cooperate with outside service providers (e.g. CPA) to ensure compliance tasks are completed timely•Experienced in communicating with tax office for tax litigation or tax audits•Monitor ETR regularly and generate internal management reports efficiently•Closely monitoring tax developments and dig out potential tax benefits with stakeholders from different sector Show less

•Income tax/Gift tax/Estate tax local practice•Provide tax consulting services to clients•Apply for tax incentive schemes with Taiwan tax authority•Assist clients to navigate new regulatory environments•Represent clients to negotiate and resolve tax issues for tax audits launched by the tax authority•Tax due diligence/Financial due diligence/Compliance due diligence•Tax agent for Foreign Institutional Investors (FINI)•Solve transfer pricing issues for… Show more •Income tax/Gift tax/Estate tax local practice•Provide tax consulting services to clients•Apply for tax incentive schemes with Taiwan tax authority•Assist clients to navigate new regulatory environments•Represent clients to negotiate and resolve tax issues for tax audits launched by the tax authority•Tax due diligence/Financial due diligence/Compliance due diligence•Tax agent for Foreign Institutional Investors (FINI)•Solve transfer pricing issues for clients•Equipped with US GAAP/IFRS knowledge•Serve numerous globally well-known multinational corporations Show less

Taiwan

•Proficient in consolidating process on complicated transactions for a multinational corporation with 36 subsidiaries based on IFRS 3•Coached an NT$ 60 billion (market capitalization) company for the adoption of IFRS 9, 15 and 16•Analyzed financial statements to develop negotiation strategies toward the challenges from TWSE•Deciphered the financial data and collected evidence to persuade IRS of the transaction rationality, causing a decrease of potential tax payments for the… Show more •Proficient in consolidating process on complicated transactions for a multinational corporation with 36 subsidiaries based on IFRS 3•Coached an NT$ 60 billion (market capitalization) company for the adoption of IFRS 9, 15 and 16•Analyzed financial statements to develop negotiation strategies toward the challenges from TWSE•Deciphered the financial data and collected evidence to persuade IRS of the transaction rationality, causing a decrease of potential tax payments for the client•Collected industry financial data and compiled transfer pricing reports to justify the rationality of cross-border intragroup transactions•Initiated a project to simplify the complexity of working papers, enhancing the efficiency and reducing the completion time Show less

Taiwan