Huijuan Lu

CPA

Managing Director, Tax

Services: Estates, Gifts & Trusts, Private Client Services, Tax Planning & Compliance

Project name

Huijuan is a Tax Managing Director in BPM’s Private Client Services group. She has over 13 years of experience in tax return preparation, planning, and research.

Huijuan focuses her practice on tax planning and income tax compliance for high-net-worth individuals and trusts. Her experience includes minimizing federal and state tax liabilities, income tax projections and analyzing alternatives, stock option planning, identifying, and researching complex tax issues, and representing clients before the Internal Revenue Service and Franchise Tax Board.

Huijuan received her Master’s degree in Taxation from San Jose State University and a Certificate of Advanced Accounting Proficiency from Santa Clara University. She is a member of CalCPA and the AICPA.

Huijuan Lu holds an active CPA license in California.

Interesting tidbit

Huijuan was born in China, and she came to the U.S. on the Fourth of July in 2007. On weekends, she loves exploring Bay Area hiking trails with her family and friends.

Certifications
  • Certified Public Accountant
  • Certificate of Advanced Accounting Proficiency (CAAP) – Santa Clara University
Community
  • Member – California Society of Certified Public Accountants (CalCPA)
  • Member – American Institute of Certified Public Accountants (AICPA)
Education

MS/Taxation – San Jose State University

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