Challenges Companies and Individuals Faced During First Year Annual Tax Reconciliation (ATR) Filing and Best Market Practice Sharing

Event Description

Dear Sir/Madam,

We sincerely like to invite AmCham China members to participant our 2020 EY People Advisory Service annual roadshow in Dalian. The seminar will be conducted in Mandarin.

Year 2020 is a special year to everyone and brings new challenges especially to companies' HR and financial department. As 2020 is the first year of filing annual individual tax reconciliation (ATR) based on the new individual income tax law, it is necessary for companies to revisit the lessons learnt and to get prepared for upcoming years. Additionally, due to the COVID-19 pandemic, the travel restrictions has brought new challenges to companies. Thus, tax planning considering COVID-19 impact and special favorable treatment for Great Bay Area, Hainan Free Trade Port is particularly important.

In this seminar, EY People Advisory Service team will share challenges companies and individuals faced during first year annual individual tax reconciliation (ATR) filing, the impacts of new individual income tax law, and the tax planning considering COVID-19 impact.

Topics

1. Challenges companies and individuals faced during 2019 annual tax reconciliation (ATR) filing and best practice sharing.

2. Individual income tax planning and responses to COVID-19, including updates of IIT benefits for Great Bay Area, Hainan Free Trade Port's Personal Income Tax Policy, as well as tax planning of equity incentive plan.

3. How should companies and individuals prepare for the upcoming years' annual tax reconciliation filing.

Agenda

2:00 PM - 2:05 PM

Opening Speech

2:05 PM - 2:50 PM

Challenges companies and individuals faced during 2019 annual tax reconciliation (ATR) filing and best practice sharing

2:50 PM - 3:10 PM

Tea Break

3:10 PM - 3:50 PM

Individual income tax planning and responses to COVID-19, including updates of IIT benefits for Great Bay Area, Hainan Free Trade Port’s Personal Income Tax Policy, as well as tax planning of equity incentive plan

3:50 PM - 4:20 PM

The annual tax reconciliation and subsequent observation, and how should companies and individuals prepare for the subsequent annual tax reconciliation filing

Speakers

Caroline Lu
Partner- People Advisory Service at Ernst & Young (China) Advisory Limited
► Caroline has nearly 20 years of experience serving international clients in different
industries such as automobile, pharmaceutical, energy, technology and etc.
► Caroline has extensive experience in global mobility which includes expatriate tax
compliance and advisory, pre and post international assignment planning, compensation
package re-structuring, tax handling on PE, and equity related compensation advise and
payroll compliance services.
► Caroline is also the lead of payroll services in Great China handling payroll related
services including payroll, social security and foreign remittance compliance service,
advice on payroll set up and payroll procedure health check, etc.
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Lulu Sang
Senior Manager- People Advisory Service at Ernst & Young (China) Advisory Limited Dalian Branch office
► Lulu is a Senior Tax Manager of People Advisory Service team in Ernst & Young Beijing
office. Lulu has extensive technical and practical experience in the field of personal tax
and global mobility advisory.
► Lulu has over 12 years of experience dealing with tax and global mobility issues
including cross-border tax planning, PRC individual income tax planning, tax and social
security compliance advisory and compensation and benefits restructuring.
► Lulu has experience serving domestic and international clients in financial, media,
technology, pharmaceutical and automobile industries.
► Lulu also worked at EY Germany from October 2018 to December 2019 to assist
Chinese companies setting up business in Germany and global mobility issues.
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