Areas of Practice
Bill's areas of practice include legal and tax compliance, tax planning,tax dispute resolution, transfer pricing, and private wealth management.
His professional experience of over 20 years in Chinese taxation and his comprehensive knowledge and experience on legal and finance enable him to offer integrative solution from perspectives of commercial, legal and tax.
In tax consulting, Bill advised on share structure and transactional arrangement for all kinds of transactions, including private equity investment, outbound investment, FDI, domestic and cross-border M&A and reorganization, etc. In terms of tax compliance, Bill helped enterprises to establish a comprehensive tax compliance system, and assisted a number of well-known domestic telecom companies, consumer goods companies and healthcare companies to establish and improve the compliance system. In in field of dispute resolution, Bill has handled many major tax-related investigations, administrative reviews, administrative and criminal lawsuits and arbitrations on behalf of clients or as an expert witness in taxation. He also served as an external think tank of tax authorities in their disputes with taxpayers. In terms of transfer pricing, Bill has advised transfer pricing planning for all kinds of related party transactions, applied for bilateral advanced pricing arrangements (APA), and conducted transfer pricing investigation and defensed on behalf of taxpayers. For private wealth management and individual income tax planning, Bill helped high-net-worth individuals and founders of enterprises to plan and manage their wealth from the perspectives of individual and corporate tax, while taking CRS and finance management into consideration. In addition, Bill has extensive experience in employee stock ownership plan (ESOP) or in other means of employee incentive plans. He is also recognized as an experience legal practitioner in cross-border M&A deals.
With solid professional skills and abundant project experience for years, Bill was especially adept at providing innovative, comprehensive and yet practical solutions for new and complexed matters. Bill serves a broad industry of clients, including TMT, manufacture, retail, FMCG, finance, real estate, healthcare, entertainment, etc.
Since 2016, Bill has been continually ranked as a leading lawyer in Tax (PRC) by Legal 500 and Chambers in Asia Pacific region.
Prior to joining in King & Wood Mallesons in 2014, Bill had worked at Deloitte Shanghai as a tax partner focusing on tax controversy and transfer pricing, and led the national tax technical center of eastern China region. He also had worked in Deloitte Atlanta office in U.S. for two years advising primarily in international tax and transfer pricing matters.
Bill graduated from Xiamen University with an international law degree. Bill has the professional qualification of CICPA (Certified Public Accountants) in China and the PRC Certified Tax Agent, and holds the PRC BAR.
Bill is the director of the Financial and Tax Law Research Association of the China Law Association and the director of the Finance and Tax Law Research Association of the Shanghai Municipal Law Society. He acts as an external tutor in several prestigious universities, and is active in academic circles. He frequently writes articles to share his opinions on taxation legislation and complicated cases, and raises suggestion to taxpayers and policy makers.
Bill's working languages are Chinese and English.