Shan Lu is a Director, Tax at Andersen in Canada’s Vancouver, British Columbia office.
Shan is a cross-border tax advisor with over nine years of experience specializing in U.S. and Canadian tax compliance and international tax planning for high-net-worth individuals. She provides strategic guidance to clients with investments, business interests, and personal ties in both countries, ensuring compliance with complex reporting requirements while identifying opportunities to optimize tax outcomes.
Shan is experienced in navigating international tax regimes and applying treaty provisions to help clients minimize exposure and meet cross-border filing obligations with confidence.
Key Strengths:
- Detail-oriented and highly skilled at managing complex, multi-jurisdictional tax filings
- Proactive in identifying planning opportunities to enhance tax efficiency
- Strong communicator with the ability to explain technical concepts clearly to clients
- Collaborative and responsive, with a commitment to client service excellence
- Bilingual in English and Mandarin, supporting cross-cultural communication and service delivery
Experience:
- Reviewing U.S. and Canadian tax filings with international compliance considerations
- Advising on cross-border tax planning strategies for individuals and businesses
- Analyzing and applying tax treaty provisions to reduce tax liabilities
- Addressing international tax reporting requirements, including GILTI and PFIC compliance
