Peter Chen

Peter is both a certified public accountant and an attorney with more than 20 years of experience in tax advisory and planning. He has advised China, Hong Kong and US and other multinational corporations and high net worth individuals on their inbound and outbound transactions, China and international tax issues, investment structuring, regulatory, and business issues; mergers and acquisitions; and the reorganizations of multinationals in China and the Asia Pacific region; structuring of trusts, foundations, estate planning and asset preservation for individuals. He has represented companies and individuals to resolve tax disputes with tax authorities in China and the US.

Recently, Peter has been engaged by the Ministry of Finance of a South Asian nation to draft the country’s tax regulations and to provide consulting on international tax matters.

Previously, Peter was a with a major economic consulting firm and also was a tax partner at Deloitte US, where he was responsible for the China Desk in New York, and served as China leader at the firm’s International Centre of Excellence.

Recognitions

Peter is a recipient of the “Outstanding Professional Achievement Award” by the New Jersey China American Chamber of Commerce. He has also been ranked by the Chambers and Partners Global Guide as a foreign expert in the Corporate/M&A category.

Memberships and Pro Bono Services

• Member, Hong Kong Joint Liason Committee on Taxation
• Chair, Tax Committee, American Chamber of Commerce in HK
• Prior Member of Board of Directors, Executive Committee and Chairperson of the Audit Committee (appointed by the Governor of New Jersey) (2005-2014), New Jersey Cultural Trust
• Recipient of “Outstanding Professional Achievement Award”, New Jersey China American Chamber of Commerce
• Chair Prior(2007 to 2009), International Tax Committee of New York Society of Certified Public Accountants
• Member, American Bar Association
• Member, American Institute of Certified Public Accountant
• Member, International Fiscal Association
• Executive Committee (Member), International Fiscal Association (HK branch)

Presentations

• Speaker, "China – Individual Income Tax Reform Impact on Trust Structures"

Jamison & Co (Deloitte Legal), Hong Kong
28 June 2019

• Speaker, "Improving Financial Industry Culture in  Hong Kong"

Zhong Lun Law Firm, Hong Kong
12 February 2019

• Speaker, "U.S. Tax Planning & Tax Compliance" (a client seminar)

Zhong Lun Law Firm, Beijing
28 November 2018

• Speaker, "Hong Kong Taxation – Update"

Zhong Lun Law Firm, Hong Kong
13 November 2018

• Speaker, "Cross Border Structuring – in light of U.S. and Global Tax Law Change – China Tax Developments"

New York State Bar International Law Section – Global Law Week 2018, New York City
11 June, 2018

• Speaker, "China Transfer Pricing Developments – "Local Marketing Intangibles",

8th International Tax Retreat, Lake Como, Italy
12 May 2018

• Speaker, "U.S. Tax Developments – President Trump’s Tax Proposals"

Hong Kong Institute of Certified Public Accountants (HKICPA)
17 August 2017

• Moderator and Speaker, "CRS Reporting – Financial Institutions and Trusts"

Zhong Lun Law Firm Training Seminar, Hong Kong and Shenzhen
5 July 2017

• Speaker, "Immigration to the U.S. – Tax Considerations, Common Reporting Standards (CRS) and Trusts"

Ping An Insurance/Ping An Trust
20 June 2017

• Speaker, "China Tax Law Developments"

Sullivan & Worcester 10th Annual Worldwide Tax Update, United States
16 May 2017

• Panelist, "Sealing the Deal: Tips and Best Practices for Successful Activities in China"

TerraLex Global Meeting 2017, Beijing
7 April 2017

• Panelist, "How to Understand the Insurance Needs of HNW Clients"

EFG Insurance Summit 2017
14 March 2017

• Speaker, "Trump's Impact on US Corporate Taxation"

American Chamber of Commerce in Hong Kong
23 February 2017

• Speaker, "China Tax Development"

17 May 2016

• Speaker, "Investing in the U.S. Real Estate Market: U.S. Tax Considerations"

American Chamber of Commerce in Hong Kong
17 September 2015

• Speaker, "US Tax Compliance and Planning Issues for Americans and Others"

American Chamber of Commerce in Hong Kong
21 May 2015

• Speaker, "The Foreign Account Tax Compliance Act (FATCA) - Implications for Hong Kong"

Joint presentation with BPYA, Hong Kong
18 November 2014

• Speaker, "Taxation Issues in China"

Joint Presentation with Russell Brown, Lehman Brown & Co. for CPAs
22 October 2014

• Speaker, "U.S. Tax Planning, Income/Estate/Trust Pre-Immigration Planning"

Zhong Lun Law Firm, Guangzhou
5 September 2014

• Speaker, "Intellectual Property Tax Planning Issues"

3rd Annual Intellectual Property Conference, Shanghai
February 2014

• Speaker, "Tax Disputes - Audits, Litigation & Resolutions"

ASEAN Tax Summit, Bangkok
20 February 2014

• Speaker, "Intellectual Property Tax Planning Issues

3rd Annual Intellectual Property Conference, Shanghai
February 2014

Publications

• "China Taxation – Law, Practice & Planning", Peter Guang Chen & Yongjun (Peter) Ni [Co-Authors], a treatise published by Thomson Reuters| Sweet & Maxwell Asia, 2006-2007
• “Outbound Investments from China: China and US Taxation Issues and Planning”, China Tax Intelligence (a CCH publication), February 2010
• “Transfer Pricing - Challenges in Hong Kong, China, and the United States", China Tax Intelligence (a CCH publication), November 2010
• "Mergers & Acquisitions in China—Regulatory & Taxation Considerations" - China Tax Intelligence (a CCH publication), March 2011 and April 2011
• “Financing Operations in China” – CRA Insights, September 2011
• “Valuation of Equity Transfers in Chinese Companies” – CRA Insights and China Tax Intelligence (a CCH publication), September/October 2011
• “Taxation of the “International” American” – TerraLex eNewsletter Publication, September 2013
• “Tax in China – Optimizing Intellectual Property Transactions”, a joint effort with other tax practitioners, Asia IP, May/June 2014
• “The Global Testator - Legal and Practical Considerations for Multi Jurisdiction Clients” - STEP Hong Kong Branch Bulletin, December 2015
• “Wills, Probate and Private Client - an online research tool and resource”, Lexis Private Client Guide，joint contributor/ co-author of the tax content, January 2016
• “US Tax Implications of US Individuals with Investments Abroad and of Non-Residents with Assets in the US” , The Investment Advisor, 2016
• Co-Author, the “IBFD Tax Research Platform : Mergers and Acquisitions – China and Hong Kong”, International Bureau of Fiscal Documentation (IBFD), 2017
• "Use of a Hong Kong Charitable Organization by U.S. Citizen"
• STEP (Society of Tax & Estates Practioners), Hong Kong Branch Newsletter, January 2019
• Author – "Essential Tax & Wealth Planning Guide – Focus on "Trusts" ",  publisher: Wolters Kluwer CCH Hong Kong Limited, [publication planned for 2019]

[Articles / books published prior to 2010 (except for a 2006 publication) have been omitted intentionally.]