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US Federal Income Tax Law

About

William Lu

Managing Member

William Lu has practiced in the field of U.S. federal income taxation for over 19 years.  Before leaving to pursue his PhD in tax policy, William was previously a tax partner at Latham & Watkin’s New York office, where his clients included large investment banks, Fortune 500 companies, private equity and other investment funds, and government entities.  William provides tax advice on cross-border transactions, company formations, derivatives and other financial instruments, mergers and acquisitions, insolvencies, bank financings, securities offerings, FATCA compliance, and structured finance transactions.  In addition to practicing law, William is pursuing a PhD at the University of Washington, and his dissertation explores the various impacts of the 2021 expanded child tax credits on lower-income families.  William is licensed to practice law in New York and Washington state.

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Practices

Area of Focus

Insurance Agent

UNITED STATES FEDERAL INCOME TAX LAW

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(516) 567-0370

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