Snapshot and Years of Experience
Lauren Li has over 20 years of Federal, state, and international tax compliance, tax accounting, transfer pricing, and project management experience. She has practiced at large multinational corporations and public accounting firms.
International Tax Compliance
- Preparation and review of Forms 5471, 5472, 8858, 5713, 965, 1118, 8975, 8990, 8991, 8992, and 8993
- Preparation and review of calculations resulting from the Tax Cuts and Jobs Act including GILTI, FDII, and BEAT
- Canadian research and development tax credit calculations
- Preparation and review of E&P, Subpart F income, foreign tax credits, Section 956 inclusion, and Section 986(c) gains and losses
- Evaluation of permanent establishment exposure and withholding tax issues
- Analysis, preparation and review of new tax forms and changes to international tax forms as a result of tax law changes.
Tax Planning/ Transfer Pricing
- Documentation of global transfer pricing, management of Country-by-Country reporting, and monitoring BEPS requirements for countries with respect to Master File and Local File, quarterly review of intercompany profitability
- Maintenance and preparation of intercompany agreements
- Preparation and review of quarterly intercompany cross charges
- Development and review of cash repatriation plans
- Research and analysis of implications of new tax laws on potential tax planning opportunities
Project Management Services
- Management of post-acquisition integration projects
- Management of IP onshoring projects
- Management of domestic and international restructuring projects
Federal, State Compliance
- Preparation and review of Federal and state tax returns
- Research and development tax credit calculations
