Huijuan Lu, CPA, MST, has extensive experience in tax preparation and management, currently serving as a Tax Managing Director at BPM LLP since January 2012. In this role, Huijuan reviews tax returns and workpapers for high-net-worth individuals, trusts, gifts, and small businesses, addressing complex tax issues including stock option planning and foreign investments and assets reporting. Huijuan also contributed as a volunteer at VITA in 2011, preparing tax returns for low-income families. Prior to becoming a Tax Managing Director, Huijuan gained valuable experience as a Tax Intern at BPM LLP in early 2011. Educational qualifications include a Master of Science in Taxation from San José State University and a Certificate of Advanced Accounting Proficiency from Santa Clara University.
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